Filed December 14, 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 8-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 | $33,814 | $56,485-40.1% | $185,823-81.8% | $86,799-61.0% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 2.34% | 118.04%-115.7pp | 122.05%-119.7pp | 97.91%-95.6pp |
| Employer contribution / active EE | $1,326 | $1,843-28.0% | $5,167-74.3% | $2,405-44.9% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $150-100.0% | $16,237-100.0% | $170-100.0% |