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.
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 | $49,906 | $44,734+11.6% | $99,443-49.8% | $67,579-26.2% |
| Participation rate | 99.5% | 66.2%+33.3pp | 73.8%+25.7pp | 71.3%+28.2pp |
| Annual return | -38.34% | 32.45%-70.8pp | 30.72%-69.1pp | 378.56%-416.9pp |
| Employer contribution / active EE | $9,682 | $1,261+668.0% | $2,540+281.2% | $2,148+350.8% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $3,619-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $6,250-100.0% | $142-100.0% |