Filed February 8, 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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,198 | $24,733-30.5% | $69,647-75.3% | $74,495-76.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 66.5%+33.5pp | 67.2%+32.8pp |
| Annual return | -5.93% | 18.55%-24.5pp | 100.48%-106.4pp | 1364.94%-1370.9pp |
| Employer contribution / active EE | $8,500 | $1,001+749.5% | $1,712+396.4% | $2,623+224.1% |
| Participant deferral / active EE | $0 | $1,901-100.0% | $2,886-100.0% | $4,346-100.0% |
| Admin fee / account holder | $2 | $1,892-99.9% | $4,713-100.0% | $1,942-99.9% |