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.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $580,472 | $64,909+794.3% | $82,313+605.2% | $62,292+831.9% |
| Participation rate | 99.6% | 74.9%+24.7pp | 76.9%+22.7pp | 69.5%+30.1pp |
| Annual return | 6.27% | 21.18%-14.9pp | 25.88%-19.6pp | 28.90%-22.6pp |
| Employer contribution / active EE | $7,782 | $1,676+364.3% | $2,428+220.5% | $2,042+281.0% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |