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 | $36,238 | $51,197-29.2% | $82,719-56.2% | $66,914-45.8% |
| Participation rate | 97.4% | 67.8%+29.6pp | 72.6%+24.9pp | 69.8%+27.6pp |
| Annual return | -6.17% | -9.64%+3.5pp | 701.18%-707.3pp | 1.58%-7.8pp |
| Employer contribution / active EE | $6,250 | $2,611+139.4% | $3,009+107.7% | $2,544+145.7% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $416-100.0% | $5,329-100.0% | $593-100.0% |