Filed February 16, 2024
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.
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 | $131,103 | $119,627+9.6% | $146,958-10.8% | $99,062+32.3% |
| Participation rate | 97.5% | 73.4%+24.1pp | 82.2%+15.4pp | 71.6%+25.9pp |
| Annual return | -11.45% | 28.82%-40.3pp | 418.34%-429.8pp | 17.66%-29.1pp |
| Employer contribution / active EE | $30,651 | $4,153+638.1% | $4,933+521.4% | $3,262+839.6% |
| Participant deferral / active EE | $0 | $7,997-100.0% | $8,070-100.0% | $5,331-100.0% |
| Admin fee / account holder | $0 | $150-100.0% | $12,998-100.0% | $109-100.0% |