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 | $64,551 | $121,341-46.8% | $189,513-65.9% | $79,386-18.7% |
| Participation rate | 90.1% | 86.1%+4.0pp | 87.8%+2.3pp | 70.7%+19.4pp |
| Annual return | 11.52% | 21.08%-9.6pp | 555.15%-543.6pp | 116.85%-105.3pp |
| Employer contribution / active EE | $0 | $3,915-100.0% | $6,162-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,367 | $6,395-31.7% | $8,221-46.9% | $4,046+7.9% |
| Admin fee / account holder | $5 | $651-99.3% | $12,045-100.0% | $626-99.3% |