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; Account ... | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,639 | $65,908-47.4% | $81,812-57.7% | $77,643-55.4% |
| Participation rate | 79.5% | 65.8%+13.7pp | 72.3%+7.2pp | 70.6%+8.9pp |
| Annual return | 23.94% | 26.64%-2.7pp | 773.79%-749.9pp | 31.24%-7.3pp |
| Employer contribution / active EE | $1,937 | $2,370-18.3% | $2,912-33.5% | $2,726-28.9% |
| Participant deferral / active EE | $3,852 | $3,505+9.9% | $4,319-10.8% | $4,647-17.1% |
| Admin fee / account holder | $3 | $526-99.4% | $7,386-100.0% | $430-99.2% |