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.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,557 | $81,460+3.8% | $103,333-18.2% | $80,856+4.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.20% | 25.55%-9.3pp | 24.88%-8.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,473 | $3,105-20.4% | $3,868-36.1% | $2,755-10.2% |
| Participant deferral / active EE | $5,955 | $3,869+53.9% | $5,057+17.8% | $4,296+38.6% |
| Admin fee / account holder | $1 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |