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 6-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.
Annual investment return 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 | $117,265 | $111,491+5.2% | $189,513-38.1% | $86,799+35.1% |
| Participation rate | 93.4% | 87.3%+6.1pp | 87.8%+5.6pp | 72.3%+21.1pp |
| Annual return | 11.93% | 83.50%-71.6pp | 555.15%-543.2pp | 97.91%-86.0pp |
| Employer contribution / active EE | $2,949 | $3,951-25.4% | $6,162-52.1% | $2,405+22.6% |
| Participant deferral / active EE | $4,414 | $6,437-31.4% | $8,221-46.3% | $4,131+6.8% |
| Admin fee / account holder | $19 | $189-89.9% | $12,045-99.8% | $170-88.8% |