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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,757 | $78,485-36.6% | $106,213-53.2% | $74,495-33.2% |
| Participation rate | 79.4% | 72.8%+6.5pp | 75.3%+4.1pp | 67.2%+12.2pp |
| Annual return | 16.09% | 15.95%+0.1pp | 116.14%-100.1pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,676 | $2,523-33.5% | $3,171-47.1% | $2,623-36.1% |
| Participant deferral / active EE | $3,171 | $4,322-26.6% | $5,016-36.8% | $4,346-27.0% |
| Admin fee / account holder | $2 | $2,232-99.9% | $11,033-100.0% | $1,942-99.9% |