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 9-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.
Annual investment return 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 | $38,198 | $77,660-50.8% | $109,143-65.0% | $79,386-51.9% |
| Participation rate | 88.6% | 67.8%+20.8pp | 75.9%+12.7pp | 70.7%+17.9pp |
| Annual return | 11.84% | 23.44%-11.6pp | 25.75%-13.9pp | 116.85%-105.0pp |
| Employer contribution / active EE | $9,344 | $2,797+234.0% | $3,722+151.1% | $2,427+284.9% |
| Participant deferral / active EE | $1,137 | $3,518-67.7% | $4,653-75.6% | $4,046-71.9% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |