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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,011 | $99,957-60.0% | $149,696-73.3% | $73,488-45.6% |
| Participation rate | 82.7% | 75.7%+7.0pp | 82.5%+0.3pp | 70.7%+12.1pp |
| Annual return | 19.62% | 53.87%-34.3pp | 276.60%-257.0pp | 28.51%-8.9pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,820 | $6,073-20.6% | $6,842-29.5% | $3,740+28.9% |
| Admin fee / account holder | $10 | $551-98.2% | $9,309-99.9% | $513-98.0% |