See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,907,837 | $114,381+1568.0% | $107,525+1674.3% | $142,382+1239.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 3.17% | 242.71%-239.5pp | 181.32%-178.1pp | 217.08%-213.9pp |
| Employer contribution / active EE | $2,840 | $4,015-29.3% | $3,754-24.4% | $4,299-34.0% |
| Participant deferral / active EE | $3,550 | $5,564-36.2% | $5,116-30.6% | $6,507-45.5% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |