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 | $88,087+60.3% | $164,866-14.4% | $74,546+89.4% |
| Participation rate | 72.8% | 73.1%-0.3pp | 78.6%-5.8pp | 67.2%+5.6pp |
| Annual return | 11.09% | 17.27%-6.2pp | 69.97%-58.9pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $5,124 | $2,595+97.4% | $4,343+18.0% | $2,624+95.3% |
| Participant deferral / active EE | $4,425 | $4,499-1.7% | $6,033-26.7% | $4,347+1.8% |
| Admin fee / account holder | $0 | $2,232-100.0% | $12,689-100.0% | $1,944-100.0% |