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 8-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... | $7,989 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,455 | $50,815+24.9% | $155,509-59.2% | $77,643-18.3% |
| Participation rate | 96.9% | 63.1%+33.8pp | 78.2%+18.7pp | 70.6%+26.3pp |
| Annual return | 19.04% | 34.80%-15.8pp | 64.67%-45.6pp | 31.24%-12.2pp |
| Employer contribution / active EE | $4,843 | $1,993+143.0% | $4,672+3.7% | $2,726+77.7% |
| Participant deferral / active EE | $2,624 | $2,822-7.0% | $5,626-53.4% | $4,647-43.5% |
| Admin fee / account holder | $11 | $437-97.5% | $15,912-99.9% | $430-97.5% |