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 | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,069 | $50,385-60.2% | $75,670-73.5% | $62,292-67.8% |
| Participation rate | 86.0% | 67.7%+18.3pp | 72.3%+13.7pp | 69.5%+16.5pp |
| Annual return | 13.04% | 19.90%-6.9pp | 27.34%-14.3pp | 28.90%-15.9pp |
| Employer contribution / active EE | $406 | $1,537-73.6% | $2,352-82.7% | $2,042-80.1% |
| Participant deferral / active EE | $1,324 | $2,445-45.9% | $3,142-57.9% | $3,169-58.2% |
| Admin fee / account holder | $17 | $384-95.5% | $5,800-99.7% | $479-96.4% |