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 37 · EIN 04-2647786 | Loan Processing | $1,877 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,806 | $56,629+3.8% | $77,999-24.6% | $55,167+6.6% |
| Participation rate | 96.1% | 73.3%+22.8pp | 75.5%+20.6pp | 69.0%+27.1pp |
| Annual return | 0.00% | 2866.98%-2867.0pp | 425.96%-426.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $997 | $1,723-42.1% | $2,470-59.6% | $1,963-49.2% |
| Participant deferral / active EE | $915 | $2,777-67.1% | $3,497-73.8% | $3,054-70.0% |
| Admin fee / account holder | $6 | $467-98.8% | $5,480-99.9% | $504-98.9% |