Filed May 2, 2023
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,929 | $62,624-71.4% | $177,989-89.9% | $77,643-76.9% |
| Participation rate | 83.8% | 66.8%+17.0pp | 77.1%+6.7pp | 70.6%+13.2pp |
| Annual return | -70.39% | 16.16%-86.5pp | 294.48%-364.9pp | 31.24%-101.6pp |
| Employer contribution / active EE | $7,579 | $1,909+297.0% | $3,949+91.9% | $2,726+178.0% |
| Participant deferral / active EE | $0 | $4,219-100.0% | $6,276-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $386-100.0% | $10,363-100.0% | $430-100.0% |