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 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,170 | $88,083+60.3% | $164,813-14.3% | $74,495+89.5% |
| Participation rate | 72.8% | 73.0%-0.2pp | 78.6%-5.8pp | 67.2%+5.6pp |
| Annual return | 11.09% | 17.26%-6.2pp | 69.93%-58.8pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $5,124 | $2,593+97.6% | $4,341+18.1% | $2,623+95.4% |
| Participant deferral / active EE | $4,425 | $4,498-1.6% | $6,031-26.6% | $4,346+1.8% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |