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 4-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 | $200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,842 | $82,202+88.4% | $125,339+23.5% | $64,808+138.9% |
| Participation rate | 97.1% | 77.9%+19.2pp | 82.4%+14.7pp | 71.5%+25.6pp |
| Annual return | 0.00% | 3.48%-3.5pp | 572.05%-572.1pp | 32.82%-32.8pp |
| Employer contribution / active EE | $521 | $3,615-85.6% | $4,814-89.2% | $2,506-79.2% |
| Participant deferral / active EE | $1,788 | $7,175-75.1% | $7,446-76.0% | $4,310-58.5% |
| Admin fee / account holder | $0 | $163-99.7% | $10,010-100.0% | $188-99.8% |