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... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,728 | $51,197-41.9% | $82,719-64.1% | $66,914-55.6% |
| Participation rate | 88.7% | 67.8%+20.9pp | 72.6%+16.2pp | 69.8%+18.9pp |
| Annual return | -13.89% | -9.64%-4.3pp | 701.18%-715.1pp | 1.58%-15.5pp |
| Employer contribution / active EE | $959 | $2,611-63.3% | $3,009-68.1% | $2,544-62.3% |
| Participant deferral / active EE | $2,295 | $3,458-33.6% | $4,395-47.8% | $4,237-45.8% |
| Admin fee / account holder | $5 | $416-98.9% | $5,329-99.9% | $593-99.2% |