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 | -$111 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,649 | $59,186-44.8% | $76,768-57.5% | $56,287-42.0% |
| Participation rate | 91.9% | 75.2%+16.7pp | 77.0%+14.9pp | 69.9%+22.0pp |
| Annual return | -5.07% | 6.62%-11.7pp | 2.43%-7.5pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,430 | $1,759-18.7% | $2,485-42.5% | $2,111-32.3% |
| Participant deferral / active EE | $2,102 | $3,255-35.4% | $3,852-45.4% | $3,350-37.2% |
| Admin fee / account holder | -$1 | $489-100.1% | $6,675-100.0% | $521-100.1% |