Filed November 17, 2022 (most recent of 3 filings on file)
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 | $59,318 | $92,971-36.2% | $96,683-38.6% | $74,419-20.3% |
| Participation rate | 93.3% | 71.5%+21.7pp | 74.3%+19.0pp | 70.7%+22.6pp |
| Annual return | 10.14% | 37.49%-27.3pp | 35.69%-25.6pp | 34.38%-24.2pp |
| Employer contribution / active EE | $3,910 | $3,426+14.1% | $3,737+4.6% | $2,637+48.3% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,730-100.0% | $348-100.0% |