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 | $51,736+65.0% | $120,225-29.0% | $67,986+25.6% |
| Participation rate | 96.7% | 46.1%+50.6pp | 69.6%+27.1pp | 57.2%+39.5pp |
| Annual return | 17.03% | 31.98%-15.0pp | 439.23%-422.2pp | 31.67%-14.6pp |
| Employer contribution / active EE | $2,807 | $1,071+162.0% | $3,475-19.2% | $2,019+39.1% |
| Participant deferral / active EE | $5,432 | $2,206+146.3% | $3,999+35.9% | $3,358+61.8% |
| Admin fee / account holder | $10 | $4,159-99.8% | $5,696-99.8% | $3,203-99.7% |