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 INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,359 | $53,053+60.9% | $126,539-32.5% | $74,304+14.9% |
| Participation rate | 96.7% | 48.0%+48.7pp | 69.8%+26.9pp | 60.3%+36.4pp |
| Annual return | 17.03% | 29.46%-12.4pp | 425.95%-408.9pp | 29.43%-12.4pp |
| Employer contribution / active EE | $2,807 | $1,168+140.5% | $3,674-23.6% | $2,241+25.3% |
| Participant deferral / active EE | $5,432 | $2,303+135.9% | $4,083+33.1% | $3,767+44.2% |
| Admin fee / account holder | $10 | $3,698-99.7% | $6,065-99.8% | $2,969-99.7% |