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 | $225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,696 | $84,936-15.6% | $111,297-35.6% | $79,386-9.7% |
| Participation rate | 95.5% | 75.9%+19.6pp | 77.3%+18.1pp | 70.7%+24.7pp |
| Annual return | 16.10% | 17.45%-1.4pp | 54.65%-38.6pp | 116.85%-100.8pp |
| Employer contribution / active EE | $2,229 | $1,979+12.6% | $2,731-18.4% | $2,427-8.2% |
| Participant deferral / active EE | $4,182 | $3,888+7.6% | $4,487-6.8% | $4,046+3.4% |
| Admin fee / account holder | $6 | $537-98.9% | $7,964-99.9% | $626-99.1% |