Filed January 6, 2023 (most recent of 2 filings on file)
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 3-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 | $47,576 | $79,171-39.9% | $102,423-53.5% | $74,495-36.1% |
| Participation rate | 92.7% | 74.8%+17.9pp | 76.5%+16.2pp | 67.2%+25.5pp |
| Annual return | -15.31% | 54.93%-70.2pp | 29.32%-44.6pp | 1364.94%-1380.3pp |
| Employer contribution / active EE | $2,722 | $2,362+15.2% | $3,023-10.0% | $2,623+3.8% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,451-100.0% | $1,942-100.0% |