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 | $30,478 | $109,817-72.2% | $98,442-69.0% | $167,490-81.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.85% | 1956.69%-1943.8pp | 1492.73%-1479.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,894 | $3,224-10.2% | $2,960-2.2% | $4,837-40.2% |
| Participant deferral / active EE | $2,384 | $4,673-49.0% | $4,276-44.3% | $6,341-62.4% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |