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... | $2,487 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,871 | $55,415-58.7% | $155,509-85.3% | $74,495-69.3% |
| Participation rate | 84.9% | 61.9%+23.0pp | 78.2%+6.7pp | 67.2%+17.7pp |
| Annual return | 13.20% | 268.50%-255.3pp | 64.67%-51.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,027 | $2,267-54.7% | $4,672-78.0% | $2,623-60.8% |
| Participant deferral / active EE | $1,844 | $2,836-35.0% | $5,626-67.2% | $4,346-57.6% |
| Admin fee / account holder | $6 | $1,738-99.6% | $15,912-100.0% | $1,942-99.7% |