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 | $65,171 | $79,013-17.5% | $100,391-35.1% | $74,495-12.5% |
| Participation rate | 97.7% | 79.5%+18.2pp | 81.5%+16.2pp | 67.2%+30.5pp |
| Annual return | 15.49% | 20.41%-4.9pp | 49.20%-33.7pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $7,810 | $3,021+158.5% | $3,942+98.1% | $2,623+197.8% |
| Participant deferral / active EE | $15,649 | $7,760+101.7% | $8,082+93.6% | $4,346+260.1% |
| Admin fee / account holder | $9 | $1,320-99.3% | $7,899-99.9% | $1,942-99.6% |