Filed November 6, 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 | $119,854 | $84,487+41.9% | $125,339-4.4% | $66,914+79.1% |
| Participation rate | 98.8% | 76.4%+22.4pp | 82.4%+16.4pp | 69.8%+29.0pp |
| Annual return | -20.37% | -8.39%-12.0pp | 572.05%-592.4pp | 1.58%-21.9pp |
| Employer contribution / active EE | $8,371 | $3,553+135.6% | $4,814+73.9% | $2,544+229.0% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |