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 | $93,717 | $104,475-10.3% | $159,436-41.2% | $79,386+18.1% |
| Participation rate | 90.4% | 76.6%+13.8pp | 82.8%+7.6pp | 70.7%+19.7pp |
| Annual return | 15.74% | 67.95%-52.2pp | 263.57%-247.8pp | 116.85%-101.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $7,434 | $6,467+15.0% | $7,352+1.1% | $4,046+83.8% |
| Admin fee / account holder | $98 | $711-86.3% | $10,799-99.1% | $626-84.4% |