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 | $82,405 | $210,648-60.9% | $177,989-53.7% | $145,922-43.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.13% | 385.86%-381.7pp | 294.48%-290.4pp | 561.29%-557.2pp |
| Employer contribution / active EE | $40,752 | $4,565+792.8% | $3,949+932.1% | $4,660+774.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,688-100.0% |
| Admin fee / account holder | $91 | $12,013-99.2% | $10,363-99.1% | $13,397-99.3% |