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 | $28,478 | $92,703-69.3% | $82,719-65.6% | $134,475-78.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.12% | 944.92%-961.0pp | 701.18%-717.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,083 | $3,274-5.8% | $3,009+2.4% | $4,740-35.0% |
| Participant deferral / active EE | $3,202 | $4,802-33.3% | $4,395-27.2% | $6,400-50.0% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |