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 | Claims processing; Account maintenanc... | $523 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,372 | $76,000-75.8% | $154,107-88.1% | $64,186-71.4% |
| Participation rate | 87.7% | 70.4%+17.3pp | 83.0%+4.7pp | 69.6%+18.2pp |
| Annual return | 5.60% | 30.32%-24.7pp | 735.12%-729.5pp | 7.63%-2.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,868 | $3,175-41.2% | $5,081-63.2% | $3,470-46.2% |
| Admin fee / account holder | $8 | $5,596-99.9% | $13,411-99.9% | $4,888-99.8% |