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 12 · EIN 13-3689044 | Claims processing; Investment managem... | $7,077 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,320 | $55,790+95.9% | $76,817+42.3% | $67,579+61.8% |
| Participation rate | 92.2% | 71.1%+21.1pp | 72.1%+20.1pp | 71.3%+20.9pp |
| Annual return | 19.73% | 64.45%-44.7pp | 1166.11%-1146.4pp | 378.56%-358.8pp |
| Employer contribution / active EE | $1,875 | $1,810+3.6% | $2,302-18.5% | $2,148-12.7% |
| Participant deferral / active EE | $6,251 | $2,875+117.4% | $3,336+87.4% | $3,539+76.6% |
| Admin fee / account holder | $17 | $159-89.2% | $6,420-99.7% | $142-87.9% |