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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,412 | $60,323+59.8% | $81,812+17.8% | $74,495+29.4% |
| Participation rate | 98.1% | 62.9%+35.3pp | 72.3%+25.8pp | 67.2%+30.9pp |
| Annual return | 12.48% | 16.90%-4.4pp | 773.79%-761.3pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $4,298 | $2,620+64.0% | $2,912+47.6% | $2,623+63.8% |
| Participant deferral / active EE | $3,993 | $3,387+17.9% | $4,319-7.5% | $4,346-8.1% |
| Admin fee / account holder | $1 | $1,486-99.9% | $7,386-100.0% | $1,942-100.0% |