Filed September 20, 2022 (most recent of 2 filings on file)
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 | $34,365 | $40,385-14.9% | $80,569-57.3% | $74,419-53.8% |
| Participation rate | 98.7% | 47.4%+51.3pp | 67.0%+31.7pp | 70.7%+28.0pp |
| Annual return | -37.58% | 164.85%-202.4pp | 935.43%-973.0pp | 34.38%-72.0pp |
| Employer contribution / active EE | $3,565 | $1,496+138.2% | $2,723+30.9% | $2,637+35.2% |
| Participant deferral / active EE | $0 | $2,674-100.0% | $4,447-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $720-100.0% | $5,377-100.0% | $348-100.0% |