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 | $123,940 | $201,272-38.4% | $184,203-32.7% | $145,922-15.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.70% | 29.00%-24.3pp | 28.81%-24.1pp | 561.29%-556.6pp |
| Employer contribution / active EE | $4,834 | $7,022-31.2% | $6,427-24.8% | $4,660+3.7% |
| Participant deferral / active EE | $20,327 | $9,806+107.3% | $9,131+122.6% | $6,688+203.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |