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 | $25,464 | $56,102-54.6% | $101,794-75.0% | $102,872-75.2% |
| Participation rate | 98.6% | 70.4%+28.3pp | 69.2%+29.4pp | 73.0%+25.6pp |
| Annual return | -26.76% | 14.06%-40.8pp | 30.53%-57.3pp | 19.06%-45.8pp |
| Employer contribution / active EE | $11,501 | $1,380+733.4% | $2,289+402.5% | $3,526+226.2% |
| Participant deferral / active EE | $0 | $2,801-100.0% | $4,084-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $262-99.9% | $8,777-100.0% | $292-100.0% |