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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,067 | $55,415-58.4% | $155,509-85.2% | $74,495-69.0% |
| Participation rate | 85.6% | 61.9%+23.7pp | 78.2%+7.4pp | 67.2%+18.4pp |
| Annual return | 13.76% | 268.50%-254.7pp | 64.67%-50.9pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,782 | $2,267-21.4% | $4,672-61.9% | $2,623-32.1% |
| Participant deferral / active EE | $1,594 | $2,836-43.8% | $5,626-71.7% | $4,346-63.3% |
| Admin fee / account holder | $24 | $1,738-98.6% | $15,912-99.8% | $1,942-98.8% |