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 ... | $4,709 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,022 | $56,317-75.1% | $71,209-80.3% | $74,304-81.1% |
| Participation rate | 81.3% | 55.1%+26.2pp | 73.8%+7.6pp | 60.3%+21.0pp |
| Annual return | 12.13% | 42.83%-30.7pp | 282.51%-270.4pp | 29.43%-17.3pp |
| Employer contribution / active EE | $1,004 | $2,160-53.5% | $2,721-63.1% | $2,241-55.2% |
| Participant deferral / active EE | $1,765 | $2,788-36.7% | $4,175-57.7% | $3,767-53.2% |
| Admin fee / account holder | $15 | $2,290-99.4% | $5,349-99.7% | $2,969-99.5% |