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 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $116,432 | $61,473+89.4% | $81,930+42.1% | $73,409+58.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 33.84% | 28.26%+5.6pp | 29.49%+4.3pp | 59.29%-25.5pp |
| Employer contribution / active EE | $272 | $1,898-85.7% | $4,310-93.7% | $2,234-87.8% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $7,107-100.0% | $3,805-100.0% |
| Admin fee / account holder | $1 | $125-99.6% | $5,158-100.0% | $158-99.7% |