Filed December 24, 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 4-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 | $220,170 | $88,083+150.0% | $164,813+33.6% | $74,495+195.6% |
| Participation rate | 97.5% | 73.0%+24.4pp | 78.6%+18.9pp | 67.2%+30.3pp |
| Annual return | 1.26% | 17.26%-16.0pp | 69.93%-68.7pp | 1364.94%-1363.7pp |
| Employer contribution / active EE | $26,315 | $2,593+914.9% | $4,341+506.2% | $2,623+903.3% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $2 | $2,234-99.9% | $12,690-100.0% | $1,942-99.9% |