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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,659 | $57,281+53.0% | $86,612+1.2% | $75,163+16.6% |
| Participation rate | 97.9% | 63.2%+34.7pp | 71.7%+26.2pp | 67.2%+30.7pp |
| Annual return | 17.48% | 2670.75%-2653.3pp | 591.07%-573.6pp | 160.62%-143.1pp |
| Employer contribution / active EE | $4,080 | $2,314+76.3% | $3,022+35.0% | $2,670+52.8% |
| Participant deferral / active EE | $3,528 | $3,318+6.3% | $4,438-20.5% | $4,125-14.5% |
| Admin fee / account holder | $1 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |