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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Insurance services | $1,287 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,749 | $58,290-33.5% | $98,442-60.6% | $86,799-55.4% |
| Participation rate | 87.5% | 68.3%+19.2pp | 73.3%+14.2pp | 72.3%+15.2pp |
| Annual return | 13.39% | 43.48%-30.1pp | 1492.73%-1479.3pp | 97.91%-84.5pp |
| Employer contribution / active EE | $2,021 | $2,008+0.7% | $2,960-31.7% | $2,405-16.0% |
| Participant deferral / active EE | $1,955 | $3,152-38.0% | $4,276-54.3% | $4,131-52.7% |
| Admin fee / account holder | $3 | $138-97.8% | $5,949-99.9% | $170-98.2% |