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 | $120,514 | $70,428+71.1% | $96,562+24.8% | $85,850+40.4% |
| Participation rate | 73.3% | 61.8%+11.5pp | 69.8%+3.5pp | 69.3%+4.0pp |
| Annual return | 13.32% | 18.59%-5.3pp | 37.78%-24.5pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,208 | $1,413-14.5% | $2,356-48.7% | $2,565-52.9% |
| Participant deferral / active EE | $3,633 | $2,894+25.6% | $3,849-5.6% | $3,952-8.1% |
| Admin fee / account holder | $110 | $4,997-97.8% | $6,181-98.2% | $6,260-98.3% |