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 | $27,576 | $45,031-38.8% | $84,966-67.5% | $77,643-64.5% |
| Participation rate | 99.0% | 48.7%+50.3pp | 67.5%+31.5pp | 70.6%+28.4pp |
| Annual return | -20.59% | 79.22%-99.8pp | 66.38%-87.0pp | 31.24%-51.8pp |
| Employer contribution / active EE | $3,357 | $1,609+108.6% | $2,727+23.1% | $2,726+23.1% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,519-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $912-100.0% | $6,149-100.0% | $430-100.0% |