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 4-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 | $47,396 | $59,417-20.2% | $93,606-49.4% | $74,495-36.4% |
| Participation rate | 84.7% | 59.7%+25.0pp | 68.7%+16.0pp | 67.2%+17.5pp |
| Annual return | 9.69% | 81.83%-72.1pp | 133.20%-123.5pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $1,450 | $1,264+14.7% | $2,420-40.1% | $2,623-44.7% |
| Participant deferral / active EE | $4,308 | $3,050+41.2% | $4,411-2.3% | $4,346-0.9% |
| Admin fee / account holder | $25 | $3,021-99.2% | $8,285-99.7% | $1,942-98.7% |