Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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; Recordkeepi... | $1,455 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,785 | $81,233-53.5% | $155,567-75.7% | $80,874-53.3% |
| Participation rate | 93.4% | 66.2%+27.2pp | 78.2%+15.2pp | 67.6%+25.8pp |
| Annual return | 13.73% | 33.33%-19.6pp | 64.74%-51.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $2,751 | $3,101-11.3% | $4,674-41.1% | $2,756-0.2% |
| Participant deferral / active EE | $2,298 | $3,452-33.4% | $5,628-59.2% | $4,297-46.5% |
| Admin fee / account holder | $8 | $7,998-99.9% | $15,916-100.0% | $6,935-99.9% |