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 | $154,303 | $79,013+95.3% | $100,391+53.7% | $74,495+107.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 16.77% | 20.41%-3.6pp | 49.20%-32.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $5,115 | $3,021+69.3% | $3,942+29.8% | $2,623+95.0% |
| Participant deferral / active EE | $13,827 | $7,760+78.2% | $8,082+71.1% | $4,346+218.2% |
| Admin fee / account holder | $12 | $1,320-99.1% | $7,899-99.8% | $1,942-99.4% |