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 8-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 |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $1,267 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,258 | $63,745-68.2% | $98,442-79.4% | $79,386-74.5% |
| Participation rate | 99.2% | 69.9%+29.3pp | 73.3%+25.8pp | 70.7%+28.5pp |
| Annual return | 12.47% | 625.80%-613.3pp | 1492.73%-1480.3pp | 116.85%-104.4pp |
| Employer contribution / active EE | $988 | $2,557-61.4% | $2,960-66.6% | $2,427-59.3% |
| Participant deferral / active EE | $2,353 | $3,303-28.8% | $4,276-45.0% | $4,046-41.8% |
| Admin fee / account holder | $9 | $516-98.4% | $5,949-99.9% | $626-98.6% |