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; Claims p... | $580 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,094 | $58,264-46.6% | $86,612-64.1% | $71,457-56.5% |
| Participation rate | 90.9% | 65.0%+26.0pp | 71.7%+19.2pp | 67.9%+23.0pp |
| Annual return | 23.49% | 21.63%+1.9pp | 591.07%-567.6pp | 28.85%-5.4pp |
| Employer contribution / active EE | $2,013 | $2,574-21.8% | $3,022-33.4% | $2,588-22.2% |
| Participant deferral / active EE | $3,986 | $3,436+16.0% | $4,438-10.2% | $4,289-7.1% |
| Admin fee / account holder | $2 | $1,057-99.8% | $5,614-100.0% | $1,587-99.9% |