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 | Claims processing; Recordkeeping and ... | $1,247 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,084 | $54,705+198.1% | $71,209+129.0% | $84,808+92.3% |
| Participation rate | 92.3% | 64.1%+28.2pp | 73.8%+18.6pp | 68.3%+24.0pp |
| Annual return | -43.16% | 35.90%-79.1pp | 282.51%-325.7pp | 40.90%-84.1pp |
| Employer contribution / active EE | $15,646 | $2,158+625.1% | $2,721+475.0% | $2,631+494.7% |
| Participant deferral / active EE | $31,824 | $3,030+950.1% | $4,175+662.2% | $4,212+655.6% |
| Admin fee / account holder | $32 | $4,863-99.3% | $5,349-99.4% | $7,344-99.6% |