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 | Securities brokerage; Other fees | $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 | $47,105+18.9% | $68,368-18.1% | $67,986-17.6% |
| Participation rate | 77.4% | 51.8%+25.6pp | 73.8%+3.6pp | 57.2%+20.2pp |
| Annual return | 13.44% | 48.37%-34.9pp | 292.57%-279.1pp | 31.67%-18.2pp |
| Employer contribution / active EE | $3,630 | $1,859+95.3% | $2,649+37.0% | $2,019+79.8% |
| Participant deferral / active EE | $5,408 | $2,374+127.8% | $4,123+31.2% | $3,358+61.0% |
| Admin fee / account holder | $24 | $2,435-99.0% | $5,150-99.5% | $3,203-99.3% |