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 | $100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,182 | $100,227+92.7% | $169,993+13.6% | $74,419+159.6% |
| Participation rate | 98.9% | 87.3%+11.6pp | 87.0%+11.9pp | 70.7%+28.2pp |
| Annual return | 18.24% | 66.08%-47.8pp | 53.37%-35.1pp | 34.38%-16.1pp |
| Employer contribution / active EE | $7,184 | $4,263+68.5% | $6,785+5.9% | $2,637+172.4% |
| Participant deferral / active EE | $7,625 | $7,143+6.7% | $10,408-26.7% | $4,528+68.4% |
| Admin fee / account holder | $0 | $234-99.9% | $12,815-100.0% | $348-99.9% |