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 | Account maintenance fees; Claims proc... | $2,639 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,036 | $55,415-6.1% | $155,509-66.5% | $74,495-30.1% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 17.65% | 268.50%-250.8pp | 64.67%-47.0pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $2,159 | $2,267-4.8% | $4,672-53.8% | $2,623-17.7% |
| Participant deferral / active EE | $1,516 | $2,836-46.5% | $5,626-73.1% | $4,346-65.1% |
| Admin fee / account holder | $12 | $1,738-99.3% | $15,912-99.9% | $1,942-99.4% |