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 | Participant loan processing; Recordke... | $1,596 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,437 | $54,705+32.4% | $71,209+1.7% | $84,808-14.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.66% | 35.90%-22.2pp | 282.51%-268.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $4,007 | $2,158+85.7% | $2,721+47.3% | $2,631+52.3% |
| Participant deferral / active EE | $1,325 | $3,030-56.3% | $4,175-68.3% | $4,212-68.5% |
| Admin fee / account holder | $12 | $4,863-99.7% | $5,349-99.8% | $7,344-99.8% |