Filed July 21, 2022
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 | $77,011 | $95,274-19.2% | $135,903-43.3% | $74,419+3.5% |
| Participation rate | 99.5% | 78.2%+21.4pp | 81.9%+17.6pp | 70.7%+28.8pp |
| Annual return | 4.64% | 32.77%-28.1pp | 68.23%-63.6pp | 34.38%-29.7pp |
| Employer contribution / active EE | $9,558 | $3,874+146.7% | $4,856+96.8% | $2,637+262.4% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |