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 Service code 65 · EIN 13-1624203 | Account Maintenance | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,349 | $42,894+50.0% | $60,874+5.7% | $68,494-6.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.71% | -13.98%+3.3pp | 16.90%-27.6pp | -7.84%-2.9pp |
| Employer contribution / active EE | $3,292 | $1,978+66.4% | $2,701+21.9% | $2,596+26.8% |
| Participant deferral / active EE | $4,490 | $2,867+56.6% | $3,817+17.6% | $4,027+11.5% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |