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 |
|---|---|---|
AMERICAN FUNDS9 years Service code 15 | Recordkeeping | $325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,848 | $83,369-3.0% | $105,223-23.2% | $67,986+18.9% |
| Participation rate | 80.9% | 56.3%+24.6pp | 75.0%+5.8pp | 57.2%+23.7pp |
| Annual return | 18.04% | 24.64%-6.6pp | 180.65%-162.6pp | 31.67%-13.6pp |
| Employer contribution / active EE | $1,242 | $2,541-51.1% | $3,689-66.3% | $2,019-38.5% |
| Participant deferral / active EE | $4,023 | $3,295+22.1% | $5,072-20.7% | $3,358+19.8% |
| Admin fee / account holder | $2 | $4,073-100.0% | $8,859-100.0% | $3,203-99.9% |