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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,109 | $95,266-90.4% | $82,389-88.9% | $142,382-93.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 1.59% | 25.74%-24.1pp | 28.67%-27.1pp | 217.08%-215.5pp |
| Employer contribution / active EE | $4,407 | $2,991+47.3% | $2,517+75.1% | $4,299+2.5% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,155-100.0% | $6,507-100.0% |
| Admin fee / account holder | $14 | $8,563-99.8% | $7,231-99.8% | $12,624-99.9% |