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 7-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 | $50 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,438 | $56,287+240.1% | $54,726+249.8% | $56,287+240.1% |
| Participation rate | 82.8% | 69.9%+12.9pp | 79.1%+3.7pp | 69.9%+12.9pp |
| Annual return | 0.00% | -9.96%+10.0pp | -4.56%+4.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $751 | $2,111-64.4% | $3,449-78.2% | $2,111-64.4% |
| Participant deferral / active EE | $943 | $3,350-71.9% | $3,953-76.2% | $3,350-71.9% |
| Admin fee / account holder | $0 | $521-99.9% | $3,818-100.0% | $521-99.9% |