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 9-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 | $418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,462 | $48,230+58.5% | $67,502+13.3% | $80,856-5.4% |
| Participation rate | 98.9% | 66.4%+32.6pp | 72.9%+26.1pp | 67.6%+31.3pp |
| Annual return | 15.19% | 18.28%-3.1pp | 3512.12%-3496.9pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,718 | $2,020+34.6% | $2,731-0.5% | $2,755-1.3% |
| Participant deferral / active EE | $5,683 | $2,924+94.4% | $4,000+42.1% | $4,296+32.3% |
| Admin fee / account holder | $11 | $3,681-99.7% | $3,998-99.7% | $6,918-99.8% |