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 | $342,619 | $159,602+114.7% | $150,045+128.3% | $142,382+140.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.32% | 70.24%-59.9pp | 62.55%-52.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $8,333 | $4,961+68.0% | $4,693+77.6% | $4,299+93.8% |
| Participant deferral / active EE | $8,500 | $8,310+2.3% | $7,997+6.3% | $6,507+30.6% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |