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 | $481,625 | $94,338+410.5% | $100,534+379.1% | $142,382+238.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 8.96% | 29.20%-20.2pp | 32.66%-23.7pp | 217.08%-208.1pp |
| Employer contribution / active EE | $38,683 | $4,237+813.0% | $4,346+790.0% | $4,299+799.8% |
| Participant deferral / active EE | $0 | $5,934-100.0% | $6,144-100.0% | $6,507-100.0% |
| Admin fee / account holder | $109 | $8,421-98.7% | $7,654-98.6% | $12,624-99.1% |