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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $190 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,485 | $51,197-65.8% | $82,719-78.9% | $66,914-73.9% |
| Participation rate | 81.2% | 67.8%+13.4pp | 72.6%+8.7pp | 69.8%+11.4pp |
| Annual return | -10.45% | -9.64%-0.8pp | 701.18%-711.6pp | 1.58%-12.0pp |
| Employer contribution / active EE | $2,194 | $2,611-16.0% | $3,009-27.1% | $2,544-13.8% |
| Participant deferral / active EE | $1,016 | $3,458-70.6% | $4,395-76.9% | $4,237-76.0% |
| Admin fee / account holder | $10 | $416-97.6% | $5,329-99.8% | $593-98.3% |