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 | $69,067 | $79,171-12.8% | $102,423-32.6% | $74,495-7.3% |
| Participation rate | 70.2% | 74.8%-4.6pp | 76.5%-6.3pp | 67.2%+3.0pp |
| Annual return | 3.82% | 54.93%-51.1pp | 29.32%-25.5pp | 1364.94%-1361.1pp |
| Employer contribution / active EE | $3,181 | $2,362+34.6% | $3,023+5.2% | $2,623+21.3% |
| Participant deferral / active EE | $5,882 | $4,415+33.2% | $5,053+16.4% | $4,346+35.3% |
| Admin fee / account holder | $25 | $2,001-98.7% | $9,451-99.7% | $1,942-98.7% |