Filed October 5, 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 | $197,023 | $106,028+85.8% | $146,958+34.1% | $77,643+153.8% |
| Participation rate | 99.2% | 78.4%+20.8pp | 82.2%+17.1pp | 70.6%+28.6pp |
| Annual return | 10.94% | 56.73%-45.8pp | 418.34%-407.4pp | 31.24%-20.3pp |
| Employer contribution / active EE | $16,471 | $4,063+305.4% | $4,933+233.9% | $2,726+504.3% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |