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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,659 | $61,272+139.4% | $149,673-2.0% | $71,457+105.2% |
| Participation rate | 98.5% | 62.5%+36.0pp | 78.8%+19.7pp | 67.9%+30.6pp |
| Annual return | 18.72% | 35.85%-17.1pp | 134.42%-115.7pp | 28.85%-10.1pp |
| Employer contribution / active EE | $9,052 | $2,378+280.6% | $4,818+87.9% | $2,588+249.8% |
| Participant deferral / active EE | $7,149 | $2,917+145.1% | $5,680+25.9% | $4,289+66.7% |
| Admin fee / account holder | $18 | $1,261-98.5% | $13,210-99.9% | $1,587-98.8% |