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 | $123,799 | $86,897+42.5% | $151,611-18.3% | $64,808+91.0% |
| Participation rate | 87.4% | 87.3%+0.1pp | 87.5%-0.1pp | 71.5%+15.9pp |
| Annual return | -17.83% | -3.57%-14.3pp | 3.33%-21.2pp | 32.82%-50.7pp |
| Employer contribution / active EE | $4,044 | $4,010+0.9% | $6,166-34.4% | $2,506+61.4% |
| Participant deferral / active EE | $7,475 | $6,690+11.7% | $8,363-10.6% | $4,310+73.4% |
| Admin fee / account holder | $5 | $153-96.4% | $11,616-100.0% | $188-97.1% |