Filed January 24, 2024
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 6-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 | $71,961 | $104,919-31.4% | $116,228-38.1% | $85,563-15.9% |
| Participation rate | 98.7% | 78.6%+20.0pp | 74.6%+24.1pp | 66.0%+32.7pp |
| Annual return | -58.41% | 15.38%-73.8pp | 90.06%-148.5pp | 31.51%-89.9pp |
| Employer contribution / active EE | $2,138 | $3,485-38.7% | $2,994-28.6% | $2,654-19.4% |
| Participant deferral / active EE | $0 | $5,306-100.0% | $4,953-100.0% | $4,375-100.0% |
| Admin fee / account holder | $5 | $429-98.9% | $11,989-100.0% | $834-99.4% |