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.
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 | $45,769 | $73,933-38.1% | $96,683-52.7% | $75,163-39.1% |
| Participation rate | 89.4% | 66.4%+23.0pp | 74.3%+15.1pp | 67.2%+22.2pp |
| Annual return | 15.46% | 26.70%-11.2pp | 35.69%-20.2pp | 160.62%-145.2pp |
| Employer contribution / active EE | $13,483 | $2,928+360.5% | $3,737+260.8% | $2,670+405.0% |
| Participant deferral / active EE | $2,046 | $3,659-44.1% | $4,878-58.1% | $4,125-50.4% |
| Admin fee / account holder | $92 | $5,216-98.2% | $6,730-98.6% | $5,651-98.4% |