Filed October 26, 2022
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 | $116,135 | $82,978+40.0% | $129,995-10.7% | $71,457+62.5% |
| Participation rate | 95.4% | 74.1%+21.4pp | 78.5%+16.9pp | 67.9%+27.5pp |
| Annual return | -14.03% | 20.60%-34.6pp | -137.18%+123.1pp | 28.85%-42.9pp |
| Employer contribution / active EE | $8,014 | $2,622+205.7% | $4,320+85.5% | $2,588+209.7% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,729-100.0% | $10,614-100.0% | $1,587-100.0% |