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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,273 | $57,281-40.2% | $86,612-60.4% | $75,163-54.4% |
| Participation rate | 89.7% | 63.2%+26.5pp | 71.7%+18.0pp | 67.2%+22.6pp |
| Annual return | 17.48% | 2670.75%-2653.3pp | 591.07%-573.6pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,261 | $2,314-2.3% | $3,022-25.2% | $2,670-15.3% |
| Participant deferral / active EE | $4,294 | $3,318+29.4% | $4,438-3.2% | $4,125+4.1% |
| Admin fee / account holder | $128 | $4,112-96.9% | $5,614-97.7% | $5,651-97.7% |