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 | $97,591 | $88,083+10.8% | $164,813-40.8% | $74,495+31.0% |
| Participation rate | 97.5% | 73.0%+24.5pp | 78.6%+18.9pp | 67.2%+30.3pp |
| Annual return | -6.51% | 17.26%-23.8pp | 69.93%-76.4pp | 1364.94%-1371.4pp |
| Employer contribution / active EE | $4,025 | $2,593+55.2% | $4,341-7.3% | $2,623+53.4% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |