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 | $38,866 | $59,417-34.6% | $93,606-58.5% | $74,495-47.8% |
| Participation rate | 85.8% | 59.7%+26.2pp | 68.7%+17.1pp | 67.2%+18.6pp |
| Annual return | 8.77% | 81.83%-73.1pp | 133.20%-124.4pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $1,668 | $1,264+32.0% | $2,420-31.1% | $2,623-36.4% |
| Participant deferral / active EE | $2,217 | $3,050-27.3% | $4,411-49.7% | $4,346-49.0% |
| Admin fee / account holder | $253 | $3,021-91.6% | $8,285-97.0% | $1,942-87.0% |