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 7-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 | $2,488 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,097 | $75,388-57.4% | $123,544-74.0% | $55,725-42.4% |
| Participation rate | 92.8% | 75.7%+17.2pp | 82.3%+10.5pp | 70.9%+22.0pp |
| Annual return | 0.00% | 4.48%-4.5pp | 119.20%-119.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $2,297 | $3,063-25.0% | $4,628-50.4% | $2,078+10.5% |
| Participant deferral / active EE | $4,658 | $5,651-17.6% | $6,426-27.5% | $3,356+38.8% |
| Admin fee / account holder | $13 | $120-89.3% | $9,284-99.9% | $115-88.9% |