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 | $19,404 | $66,124-70.7% | $90,404-78.5% | $73,488-73.6% |
| Participation rate | 93.4% | 69.7%+23.7pp | 72.7%+20.7pp | 70.7%+22.7pp |
| Annual return | -58.27% | 17.65%-75.9pp | 1293.02%-1351.3pp | 28.51%-86.8pp |
| Employer contribution / active EE | $6,626 | $2,346+182.4% | $3,262+103.1% | $2,270+191.9% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |