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 | $100,017 | $65,557+52.6% | $64,056+56.1% | $71,457+40.0% |
| Participation rate | 90.4% | 73.2%+17.2pp | 72.3%+18.1pp | 67.9%+22.5pp |
| Annual return | 12.92% | 18.94%-6.0pp | 33.69%-20.8pp | 28.85%-15.9pp |
| Employer contribution / active EE | $1,650 | $2,669-38.2% | $2,747-39.9% | $2,588-36.2% |
| Participant deferral / active EE | $2,452 | $3,626-32.4% | $3,880-36.8% | $4,289-42.8% |
| Admin fee / account holder | $15 | $616-97.6% | $3,068-99.5% | $1,587-99.1% |