Filed March 25, 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,035 | $64,707-62.9% | $112,228-78.6% | $68,494-64.9% |
| Participation rate | 98.6% | 67.2%+31.5pp | 75.1%+23.6pp | 67.9%+30.7pp |
| Annual return | -76.51% | -11.40%-65.1pp | 27.45%-104.0pp | -7.84%-68.7pp |
| Employer contribution / active EE | $21,572 | $2,746+685.6% | $3,635+493.5% | $2,596+730.9% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $16 | $5,232-99.7% | $6,410-99.7% | $5,403-99.7% |