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 37 · EIN 04-2647786 | Loan Processing | $3,659 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,625 | $55,453+50.8% | $170,442-50.9% | $62,292+34.2% |
| Participation rate | 97.0% | 66.4%+30.6pp | 83.6%+13.4pp | 69.5%+27.5pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.93%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,728 | $2,164-20.1% | $5,433-68.2% | $2,042-15.4% |
| Participant deferral / active EE | $2,808 | $2,303+22.0% | $4,939-43.1% | $3,169-11.4% |
| Admin fee / account holder | $59 | $455-87.1% | $13,880-99.6% | $479-87.7% |