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 | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,658 | $129,021+66.4% | $184,203+16.5% | $77,643+176.5% |
| Participation rate | 98.9% | 87.3%+11.6pp | 86.8%+12.1pp | 70.6%+28.3pp |
| Annual return | 16.06% | 33.27%-17.2pp | 28.81%-12.8pp | 31.24%-15.2pp |
| Employer contribution / active EE | $7,539 | $4,413+70.8% | $6,427+17.3% | $2,726+176.6% |
| Participant deferral / active EE | $8,049 | $7,297+10.3% | $9,131-11.9% | $4,647+73.2% |
| Admin fee / account holder | $0 | $254-99.8% | $13,901-100.0% | $430-99.9% |