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 15 · EIN 01-0233346 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,385 | $102,317-31.2% | $146,958-52.1% | $80,856-13.0% |
| Participation rate | 83.7% | 75.8%+7.9pp | 82.2%+1.5pp | 67.6%+16.1pp |
| Annual return | 14.85% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,649 | $3,713-55.6% | $4,933-66.6% | $2,755-40.1% |
| Participant deferral / active EE | $6,887 | $6,644+3.7% | $8,070-14.7% | $4,296+60.3% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |