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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,213 | $71,964-35.8% | $167,512-72.4% | $85,563-46.0% |
| Participation rate | 70.3% | 61.0%+9.3pp | 77.1%-6.8pp | 66.0%+4.3pp |
| Annual return | 17.59% | 18.83%-1.2pp | 1615.79%-1598.2pp | 31.51%-13.9pp |
| Employer contribution / active EE | $2,488 | $1,875+32.7% | $3,882-35.9% | $2,654-6.2% |
| Participant deferral / active EE | $1,212 | $4,110-70.5% | $6,405-81.1% | $4,375-72.3% |
| Admin fee / account holder | $0 | $815-100.0% | $9,769-100.0% | $834-100.0% |