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; Participant... | $2,928 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,519 | $55,415-16.1% | $155,509-70.1% | $74,495-37.6% |
| Participation rate | 93.0% | 61.9%+31.1pp | 78.2%+14.8pp | 67.2%+25.8pp |
| Annual return | 15.50% | 268.50%-253.0pp | 64.67%-49.2pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,536 | $2,267+11.9% | $4,672-45.7% | $2,623-3.3% |
| Participant deferral / active EE | $4,292 | $2,836+51.3% | $5,626-23.7% | $4,346-1.2% |
| Admin fee / account holder | $8 | $1,738-99.5% | $15,912-99.9% | $1,942-99.6% |