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 | -$236 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,635 | $62,127+165.0% | $81,382+102.3% | $74,495+121.0% |
| Participation rate | 97.6% | 64.0%+33.6pp | 69.5%+28.1pp | 67.2%+30.4pp |
| Annual return | 16.45% | 16.48%0pp | 24.73%-8.3pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $2,730 | $1,882+45.0% | $2,463+10.8% | $2,623+4.1% |
| Participant deferral / active EE | $8,692 | $3,229+169.2% | $3,883+123.8% | $4,346+100.0% |
| Admin fee / account holder | -$1 | $1,934-100.0% | $5,768-100.0% | $1,942-100.0% |