Filed February 6, 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 3-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,079 | $44,626-84.1% | $86,188-91.8% | $80,160-91.2% |
| Participation rate | 99.9% | 63.5%+36.4pp | 69.0%+30.9pp | 72.9%+27.0pp |
| Annual return | -96.48% | 19.61%-116.1pp | 1168.45%-1264.9pp | 40.38%-136.9pp |
| Employer contribution / active EE | $7,345 | $1,099+568.4% | $2,380+208.6% | $2,978+146.7% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,985-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $133-100.0% | $6,852-100.0% | $145-100.0% |