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 9-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 | Claims processing; Account maintenanc... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,983 | $65,061-78.5% | $143,757-90.3% | $66,914-79.1% |
| Participation rate | 97.4% | 65.2%+32.2pp | 80.3%+17.1pp | 69.8%+27.6pp |
| Annual return | -9.87% | -11.14%+1.3pp | -0.04%-9.8pp | 1.58%-11.4pp |
| Employer contribution / active EE | $1,324 | $2,361-43.9% | $4,951-73.3% | $2,544-48.0% |
| Participant deferral / active EE | $1,567 | $2,919-46.3% | $5,637-72.2% | $4,237-63.0% |
| Admin fee / account holder | $10 | $502-97.9% | $14,673-99.9% | $593-98.3% |