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 8-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 | $25 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,692 | $86,897+91.8% | $151,611+9.9% | $64,808+157.2% |
| Participation rate | 98.5% | 87.3%+11.2pp | 87.5%+11.0pp | 71.5%+27.0pp |
| Annual return | -15.84% | -3.57%-12.3pp | 3.33%-19.2pp | 32.82%-48.7pp |
| Employer contribution / active EE | $7,066 | $4,010+76.2% | $6,166+14.6% | $2,506+182.0% |
| Participant deferral / active EE | $7,395 | $6,690+10.5% | $8,363-11.6% | $4,310+71.6% |
| Admin fee / account holder | $0 | $153-100.0% | $11,616-100.0% | $188-100.0% |