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 | $112,021 | $65,435+71.2% | $86,677+29.2% | $66,914+67.4% |
| Participation rate | 92.4% | 75.5%+16.9pp | 76.6%+15.8pp | 69.8%+22.6pp |
| Annual return | -15.35% | -10.89%-4.5pp | 35.91%-51.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $7,062 | $2,153+228.0% | $2,836+149.0% | $2,544+177.6% |
| Participant deferral / active EE | $4,939 | $4,100+20.5% | $4,656+6.1% | $4,237+16.6% |
| Admin fee / account holder | $1 | $642-99.8% | $7,493-100.0% | $593-99.7% |