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 | $338,656 | $201,272+68.3% | $184,203+83.8% | $145,922+132.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 33.38% | 29.00%+4.4pp | 28.81%+4.6pp | 561.29%-527.9pp |
| Employer contribution / active EE | $10,292 | $7,022+46.6% | $6,427+60.1% | $4,660+120.9% |
| Participant deferral / active EE | $30,499 | $9,806+211.0% | $9,131+234.0% | $6,688+356.0% |
| Admin fee / account holder | $28 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |