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 |
|---|---|---|
TIAA5 years Service code 50 · EIN 13-1624203 | Direct Payment | $425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,468 | $67,984+53.7% | $65,493+59.5% | $74,304+40.6% |
| Participation rate | 99.3% | 66.3%+33.0pp | 73.1%+26.2pp | 60.3%+38.9pp |
| Annual return | 12.89% | 19.87%-7.0pp | 982.45%-969.6pp | 29.43%-16.5pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,165 | $3,346+144.0% | $3,961+106.1% | $3,767+116.7% |
| Admin fee / account holder | $17 | $1,373-98.7% | $5,028-99.7% | $2,969-99.4% |