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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,409 | $89,248-92.8% | $136,007-95.3% | $74,495-91.4% |
| Participation rate | 95.4% | 69.4%+25.9pp | 76.5%+18.9pp | 67.2%+28.2pp |
| Annual return | -27.17% | 22.76%-49.9pp | 579.32%-606.5pp | 1364.94%-1392.1pp |
| Employer contribution / active EE | $2,782 | $2,838-2.0% | $4,217-34.0% | $2,623+6.1% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $7,025-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,545-100.0% | $6,858-100.0% | $1,942-100.0% |