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 99 · EIN 47-1411118 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,652 | $122,239-69.2% | $184,203-79.6% | $74,495-49.5% |
| Participation rate | 92.5% | 85.5%+7.0pp | 86.8%+5.7pp | 67.2%+25.3pp |
| Annual return | 18.42% | 19.95%-1.5pp | 28.81%-10.4pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $2,404 | $4,537-47.0% | $6,427-62.6% | $2,623-8.3% |
| Participant deferral / active EE | $5,700 | $7,139-20.2% | $9,131-37.6% | $4,346+31.2% |
| Admin fee / account holder | $46 | $1,260-96.3% | $13,901-99.7% | $1,942-97.6% |