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 | $95,753 | $183,519-47.8% | $155,509-38.4% | $145,922-34.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -6.78% | 61.17%-68.0pp | 64.67%-71.5pp | 561.29%-568.1pp |
| Employer contribution / active EE | $10,847 | $5,313+104.2% | $4,672+132.1% | $4,660+132.8% |
| Participant deferral / active EE | $24,150 | $6,462+273.7% | $5,626+329.2% | $6,688+261.1% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |