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 | $26,885 | $55,415-51.5% | $155,509-82.7% | $74,495-63.9% |
| Participation rate | 76.6% | 61.9%+14.7pp | 78.2%-1.6pp | 67.2%+9.4pp |
| Annual return | 15.20% | 268.50%-253.3pp | 64.67%-49.5pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $410 | $2,267-81.9% | $4,672-91.2% | $2,623-84.4% |
| Participant deferral / active EE | $947 | $2,836-66.6% | $5,626-83.2% | $4,346-78.2% |
| Admin fee / account holder | $124 | $1,738-92.9% | $15,912-99.2% | $1,942-93.6% |