Filed January 22, 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 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 | $60,071 | $28,416+111.4% | $73,545-18.3% | $69,631-13.7% |
| Participation rate | 99.5% | 38.3%+61.2pp | 54.9%+44.6pp | 70.7%+28.9pp |
| Annual return | 5.76% | -694.13%+699.9pp | -15.16%+20.9pp | 27571.02%-27565.3pp |
| Employer contribution / active EE | $7,456 | $430+1632.1% | $1,219+511.7% | $2,032+266.9% |
| Participant deferral / active EE | $0 | $897-100.0% | $1,806-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $2,320-100.0% | $110-100.0% |