Filed May 3, 2023
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,554 | $111,608+27.7% | $177,821-19.8% | $73,409+94.2% |
| Participation rate | 88.8% | 87.9%+1.0pp | 87.7%+1.1pp | 72.2%+16.7pp |
| Annual return | 11.01% | 18.23%-7.2pp | 48.32%-37.3pp | 59.29%-48.3pp |
| Employer contribution / active EE | $3,534 | $3,796-6.9% | $5,918-40.3% | $2,234+58.2% |
| Participant deferral / active EE | $6,308 | $6,199+1.8% | $7,714-18.2% | $3,805+65.8% |
| Admin fee / account holder | $6 | $166-96.2% | $12,427-99.9% | $158-96.0% |