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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 42-1445429 | Other fees; Securities brokerage | $19,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,013 | $56,317-0.5% | $71,209-21.3% | $74,304-24.6% |
| Participation rate | 77.4% | 55.1%+22.2pp | 73.8%+3.6pp | 60.3%+17.0pp |
| Annual return | 13.44% | 42.83%-29.4pp | 282.51%-269.1pp | 29.43%-16.0pp |
| Employer contribution / active EE | $3,630 | $2,160+68.1% | $2,721+33.4% | $2,241+62.0% |
| Participant deferral / active EE | $5,408 | $2,788+94.0% | $4,175+29.5% | $3,767+43.5% |
| Admin fee / account holder | $24 | $2,290-99.0% | $5,349-99.6% | $2,969-99.2% |