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... | $1,540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,280 | $60,323-21.6% | $81,812-42.2% | $74,495-36.5% |
| Participation rate | 79.7% | 62.9%+16.8pp | 72.3%+7.3pp | 67.2%+12.5pp |
| Annual return | 16.28% | 16.90%-0.6pp | 773.79%-757.5pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,767 | $2,620-32.6% | $2,912-39.3% | $2,623-32.6% |
| Participant deferral / active EE | $4,808 | $3,387+41.9% | $4,319+11.3% | $4,346+10.6% |
| Admin fee / account holder | $5 | $1,486-99.6% | $7,386-99.9% | $1,942-99.7% |