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 | $1,724 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,009 | $101,317+19.4% | $146,958-17.7% | $74,495+62.4% |
| Participation rate | 95.2% | 75.5%+19.6pp | 82.2%+13.0pp | 67.2%+28.0pp |
| Annual return | 15.39% | 8730.91%-8715.5pp | 418.34%-402.9pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $3,972 | $3,810+4.3% | $4,933-19.5% | $2,623+51.4% |
| Participant deferral / active EE | $14,973 | $7,303+105.0% | $8,070+85.5% | $4,346+244.5% |
| Admin fee / account holder | $7 | $1,739-99.6% | $12,998-99.9% | $1,942-99.6% |