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 | $98,434 | $65,322+50.7% | $70,449+39.7% | $73,488+33.9% |
| Participation rate | 91.8% | 77.0%+14.9pp | 75.1%+16.7pp | 70.7%+21.1pp |
| Annual return | 11.77% | 15.71%-3.9pp | 109.03%-97.3pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,587 | $2,460-35.5% | $2,737-42.0% | $2,270-30.1% |
| Participant deferral / active EE | $2,013 | $3,375-40.3% | $3,709-45.7% | $3,740-46.2% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |