Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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... | $2,487 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,871 | $55,472-58.8% | $155,567-85.3% | $74,546-69.3% |
| Participation rate | 84.9% | 61.9%+23.0pp | 78.2%+6.7pp | 67.2%+17.7pp |
| Annual return | 13.20% | 268.72%-255.5pp | 64.74%-51.5pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $1,027 | $2,269-54.7% | $4,674-78.0% | $2,624-60.9% |
| Participant deferral / active EE | $1,844 | $2,838-35.0% | $5,628-67.2% | $4,347-57.6% |
| Admin fee / account holder | $6 | $1,743-99.6% | $15,916-100.0% | $1,944-99.7% |