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 | $24,161 | $20,316+18.9% | $66,042-63.4% | $74,304-67.5% |
| Participation rate | 88.6% | 62.8%+25.8pp | 67.5%+21.1pp | 60.3%+28.2pp |
| Annual return | 0.96% | 28.10%-27.1pp | 52.11%-51.2pp | 29.43%-28.5pp |
| Employer contribution / active EE | $5,579 | $745+649.2% | $1,579+253.2% | $2,241+148.9% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $2,835-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $1,668-100.0% | $5,747-100.0% | $2,969-100.0% |