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 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,995 | $88,982-57.3% | $102,438-62.9% | $77,671-51.1% |
| Participation rate | 81.3% | 80.9%+0.4pp | 76.5%+4.8pp | 70.6%+10.7pp |
| Annual return | 14.57% | 25.01%-10.4pp | 29.37%-14.8pp | 31.21%-16.6pp |
| Employer contribution / active EE | $1,393 | $2,698-48.4% | $3,024-53.9% | $2,726-48.9% |
| Participant deferral / active EE | $2,415 | $5,144-53.0% | $5,054-52.2% | $4,648-48.0% |
| Admin fee / account holder | $88 | $236-62.8% | $9,448-99.1% | $430-79.6% |