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 5-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.
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 | $152,911 | $132,049+15.8% | $200,582-23.8% | $74,304+105.8% |
| Participation rate | 88.5% | 84.1%+4.4pp | 86.9%+1.6pp | 60.3%+28.1pp |
| Annual return | 22.61% | 22.22%+0.4pp | 42.33%-19.7pp | 29.43%-6.8pp |
| Employer contribution / active EE | $12,401 | $4,558+172.1% | $6,419+93.2% | $2,241+453.3% |
| Participant deferral / active EE | $19,035 | $7,213+163.9% | $9,331+104.0% | $3,767+405.3% |
| Admin fee / account holder | $3 | $2,405-99.9% | $16,305-100.0% | $2,969-99.9% |