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 | $47,479+0.3% | $62,929-24.3% | $82,448-42.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 16.47% | 20.34%-3.9pp | 1063.93%-1047.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $4,042 | $1,885+114.4% | $2,505+61.4% | $2,551+58.5% |
| Participant deferral / active EE | $2,822 | $2,870-1.7% | $3,888-27.4% | $4,139-31.8% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |