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... | $3,510 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,219 | $50,815-70.1% | $155,509-90.2% | $77,643-80.4% |
| Participation rate | 72.6% | 63.1%+9.5pp | 78.2%-5.6pp | 70.6%+2.0pp |
| Annual return | 33.57% | 34.80%-1.2pp | 64.67%-31.1pp | 31.24%+2.3pp |
| Employer contribution / active EE | $1,530 | $1,993-23.2% | $4,672-67.2% | $2,726-43.9% |
| Participant deferral / active EE | $1,487 | $2,822-47.3% | $5,626-73.6% | $4,647-68.0% |
| Admin fee / account holder | $9 | $437-98.0% | $15,912-99.9% | $430-98.0% |