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 | $10,137 | $76,738-86.8% | $56,411-82.0% | $145,922-93.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 1.12% | 2994.23%-2993.1pp | 1701.33%-1700.2pp | 561.29%-560.2pp |
| Employer contribution / active EE | $4,295 | $1,380+211.3% | $1,039+313.5% | $4,660-7.8% |
| Participant deferral / active EE | $0 | $2,623-100.0% | $1,952-100.0% | $6,688-100.0% |
| Admin fee / account holder | $13 | $3,334-99.6% | $2,829-99.5% | $13,397-99.9% |