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 | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,315 | $72,607-26.6% | $90,749-41.3% | $66,914-20.3% |
| Participation rate | 77.9% | 73.7%+4.2pp | 75.7%+2.2pp | 69.8%+8.1pp |
| Annual return | -17.50% | -12.28%-5.2pp | -12.16%-5.3pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,688 | $2,369-28.7% | $2,921-42.2% | $2,544-33.7% |
| Participant deferral / active EE | $3,954 | $3,977-0.6% | $4,564-13.4% | $4,237-6.7% |
| Admin fee / account holder | $3 | $707-99.6% | $8,445-100.0% | $593-99.6% |