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 66-0561870 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,422 | $56,423-28.4% | $77,163-47.6% | $71,457-43.4% |
| Participation rate | 98.6% | 64.3%+34.3pp | 69.6%+29.0pp | 67.9%+30.7pp |
| Annual return | 20.39% | 19.05%+1.3pp | 37.87%-17.5pp | 28.85%-8.5pp |
| Employer contribution / active EE | $892 | $1,866-52.2% | $2,535-64.8% | $2,588-65.5% |
| Participant deferral / active EE | $2,930 | $3,142-6.7% | $3,833-23.6% | $4,289-31.7% |
| Admin fee / account holder | $153 | $1,429-89.3% | $5,472-97.2% | $1,587-90.4% |