Filed December 21, 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 | $39,561 | $51,620-23.4% | $90,281-56.2% | $65,185-39.3% |
| Participation rate | 98.6% | 68.6%+29.9pp | 73.3%+25.3pp | 70.2%+28.4pp |
| Annual return | -45.49% | 24.94%-70.4pp | 78.10%-123.6pp | 29.38%-74.9pp |
| Employer contribution / active EE | $8,049 | $2,235+260.2% | $2,854+182.0% | $2,177+269.8% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |