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 | $199,473 | $114,381+74.4% | $107,525+85.5% | $142,382+40.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.81% | 242.71%-233.9pp | 181.32%-172.5pp | 217.08%-208.3pp |
| Employer contribution / active EE | $12,000 | $4,015+198.9% | $3,754+219.7% | $4,299+179.1% |
| Participant deferral / active EE | $22,500 | $5,564+304.4% | $5,116+339.8% | $6,507+245.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |