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 23 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Insurance services | $225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,627 | $48,795-2.4% | $65,493-27.3% | $84,808-43.8% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 16.47% | 20.20%-3.7pp | 982.45%-966.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $4,042 | $1,930+109.5% | $2,574+57.0% | $2,631+53.6% |
| Participant deferral / active EE | $2,822 | $2,928-3.6% | $3,961-28.8% | $4,212-33.0% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |