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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,031 | $65,409+37.6% | $98,442-8.5% | $85,850+4.9% |
| Participation rate | 91.8% | 65.0%+26.8pp | 73.3%+18.4pp | 69.3%+22.4pp |
| Annual return | 14.50% | 21.76%-7.3pp | 1492.73%-1478.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $4,617 | $2,168+113.0% | $2,960+56.0% | $2,565+80.0% |
| Participant deferral / active EE | $4,376 | $3,166+38.2% | $4,276+2.3% | $3,952+10.7% |
| Admin fee / account holder | $1 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |