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 21 · EIN 46-0189380 | Bank Trustee | $1,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,367 | $111,491-37.8% | $189,513-63.4% | $86,799-20.1% |
| Participation rate | 95.2% | 87.3%+7.9pp | 87.8%+7.4pp | 72.3%+22.9pp |
| Annual return | 17.10% | 83.50%-66.4pp | 555.15%-538.1pp | 97.91%-80.8pp |
| Employer contribution / active EE | $3,938 | $3,951-0.3% | $6,162-36.1% | $2,405+63.7% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $3 | $189-98.1% | $12,045-100.0% | $170-97.9% |