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 7-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 | $9,814 | $28,956-66.1% | $71,735-86.3% | $64,808-84.9% |
| Participation rate | 96.7% | 65.2%+31.5pp | 62.3%+34.4pp | 71.5%+25.2pp |
| Annual return | 2.86% | -7.39%+10.2pp | 9.14%-6.3pp | 32.82%-30.0pp |
| Employer contribution / active EE | $839 | $1,159-27.6% | $1,704-50.8% | $2,506-66.5% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $2,658-100.0% | $4,310-100.0% |
| Admin fee / account holder | $2 | $124-98.7% | $3,974-100.0% | $188-99.1% |