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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $893,084 | $179,726+396.9% | $156,263+471.5% | $142,382+527.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 30.43% | 77.86%-47.4pp | 59.47%-29.0pp | 217.08%-186.6pp |
| Employer contribution / active EE | $34,750 | $5,069+585.5% | $4,333+702.0% | $4,299+708.3% |
| Participant deferral / active EE | $22,485 | $6,956+223.2% | $6,158+265.1% | $6,507+245.5% |
| Admin fee / account holder | $32 | $17,272-99.8% | $14,255-99.8% | $12,624-99.8% |