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 | $486,845 | $214,378+127.1% | $200,582+142.7% | $142,382+241.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 31.01% | 46.41%-15.4pp | 42.33%-11.3pp | 217.08%-186.1pp |
| Employer contribution / active EE | $12,188 | $6,841+78.1% | $6,419+89.9% | $4,299+183.5% |
| Participant deferral / active EE | $31,000 | $9,865+214.3% | $9,331+232.2% | $6,507+376.4% |
| Admin fee / account holder | $32 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |