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 8-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 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,805 | $89,739+22.4% | $149,718-26.7% | $62,292+76.3% |
| Participation rate | 94.2% | 85.1%+9.1pp | 87.1%+7.2pp | 69.5%+24.7pp |
| Annual return | 0.00% | 21.01%-21.0pp | 1501.63%-1501.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $800 | $3,233-75.2% | $5,445-85.3% | $2,042-60.8% |
| Participant deferral / active EE | $1,293 | $4,797-73.1% | $6,569-80.3% | $3,169-59.2% |
| Admin fee / account holder | $3 | $551-99.4% | $11,283-100.0% | $479-99.3% |