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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 TIAA · NEW YORK, NY 10017 | Recordkeeping | $1,003 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,425 | $93,571-27.9% | $135,903-50.4% | $75,163-10.3% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.7pp | 67.2%+30.4pp |
| Annual return | 20.49% | 30.90%-10.4pp | 68.23%-47.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $2,762 | $3,537-21.9% | $4,856-43.1% | $2,670+3.4% |
| Participant deferral / active EE | $3,621 | $6,404-43.5% | $7,758-53.3% | $4,125-12.2% |
| Admin fee / account holder | $8 | $6,975-99.9% | $10,762-99.9% | $5,651-99.9% |