Filed April 19, 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 4-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 | $29,461 | $49,693-40.7% | $70,515-58.2% | $74,419-60.4% |
| Participation rate | 98.5% | 64.7%+33.8pp | 68.3%+30.1pp | 70.7%+27.7pp |
| Annual return | -18.61% | 21.22%-39.8pp | 32.77%-51.4pp | 34.38%-53.0pp |
| Employer contribution / active EE | $3,353 | $1,773+89.1% | $2,973+12.8% | $2,637+27.1% |
| Participant deferral / active EE | $0 | $3,376-100.0% | $4,567-100.0% | $4,528-100.0% |
| Admin fee / account holder | $6 | $316-98.3% | $6,412-99.9% | $348-98.4% |