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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $64 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,296 | $69,763-46.5% | $67,502-44.7% | $74,495-49.9% |
| Participation rate | 98.4% | 71.4%+27.1pp | 72.9%+25.6pp | 67.2%+31.2pp |
| Annual return | 13.41% | -40.34%+53.8pp | 3512.12%-3498.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,097 | $2,704-59.4% | $2,731-59.8% | $2,623-58.2% |
| Participant deferral / active EE | $2,118 | $3,636-41.8% | $4,000-47.1% | $4,346-51.3% |
| Admin fee / account holder | $7 | $896-99.2% | $3,998-99.8% | $1,942-99.6% |