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.
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 | $110,437 | $101,499+8.8% | $147,005-24.9% | $74,546+48.1% |
| Participation rate | 96.4% | 75.5%+20.9pp | 82.2%+14.2pp | 67.2%+29.2pp |
| Annual return | 12.74% | 8732.34%-8719.6pp | 418.76%-406.0pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $6,598 | $3,811+73.1% | $4,934+33.7% | $2,624+151.4% |
| Participant deferral / active EE | $7,798 | $7,304+6.8% | $8,070-3.4% | $4,347+79.4% |
| Admin fee / account holder | $19 | $1,748-98.9% | $13,006-99.9% | $1,944-99.0% |