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 5-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 | Account maintenance fees; Recordkeepi... | $3,581 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,814 | $55,472-82.3% | $155,567-93.7% | $74,546-86.8% |
| Participation rate | 77.7% | 61.9%+15.8pp | 78.2%-0.5pp | 67.2%+10.5pp |
| Annual return | 18.55% | 268.72%-250.2pp | 64.74%-46.2pp | 1366.03%-1347.5pp |
| Employer contribution / active EE | $587 | $2,269-74.1% | $4,674-87.4% | $2,624-77.6% |
| Participant deferral / active EE | $831 | $2,838-70.7% | $5,628-85.2% | $4,347-80.9% |
| Admin fee / account holder | $12 | $1,743-99.3% | $15,916-99.9% | $1,944-99.4% |