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 | $41,086 | $88,751-53.7% | $81,812-49.8% | $145,922-71.8% |
| Participation rate | 95.8% | 75.0%+20.8pp | 72.3%+23.5pp | 80.3%+15.6pp |
| Annual return | 10.54% | 1025.40%-1014.9pp | 773.79%-763.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,055 | $3,083-0.9% | $2,912+4.9% | $4,660-34.4% |
| Participant deferral / active EE | $3,621 | $4,643-22.0% | $4,319-16.2% | $6,688-45.9% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |