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 9-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 | Recordkeeping and information managem... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,752 | $29,548-73.8% | $56,411-86.3% | $77,643-90.0% |
| Participation rate | 93.3% | 32.7%+60.6pp | 52.5%+40.8pp | 70.6%+22.7pp |
| Annual return | 15.80% | 19.01%-3.2pp | 1701.33%-1685.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $458 | $568-19.3% | $1,039-55.9% | $2,726-83.2% |
| Participant deferral / active EE | $1,572 | $1,061+48.2% | $1,952-19.5% | $4,647-66.2% |
| Admin fee / account holder | $0 | $1,046-100.0% | $2,829-100.0% | $430-100.0% |