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 | $33,947 | $71,142-52.3% | $119,609-71.6% | $64,808-47.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -16.48% | -10.01%-6.5pp | -14.97%-1.5pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,093 | $2,497-56.3% | $4,232-74.2% | $2,506-56.4% |
| Participant deferral / active EE | $1,891 | $4,490-57.9% | $5,602-66.2% | $4,310-56.1% |
| Admin fee / account holder | $10 | $162-94.1% | $10,323-99.9% | $188-94.9% |