Filed May 26, 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.
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 | $30,856 | $55,441-44.3% | $76,002-59.4% | $77,671-60.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.1%+30.9pp | 70.6%+29.4pp |
| Annual return | -5.82% | 17.08%-22.9pp | 360.07%-365.9pp | 31.21%-37.0pp |
| Employer contribution / active EE | $22,616 | $1,789+1163.9% | $2,688+741.3% | $2,726+729.5% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $4,257-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $407-100.0% | $6,414-100.0% | $430-100.0% |