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... | $1,654 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,328 | $60,3230% | $81,812-26.3% | $74,495-19.0% |
| Participation rate | 85.8% | 62.9%+23.0pp | 72.3%+13.5pp | 67.2%+18.6pp |
| Annual return | 26.57% | 16.90%+9.7pp | 773.79%-747.2pp | 1364.94%-1338.4pp |
| Employer contribution / active EE | $3,427 | $2,620+30.8% | $2,912+17.7% | $2,623+30.6% |
| Participant deferral / active EE | $2,109 | $3,387-37.7% | $4,319-51.2% | $4,346-51.5% |
| Admin fee / account holder | $11 | $1,486-99.2% | $7,386-99.8% | $1,942-99.4% |