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 | $127,130 | $159,901-20.5% | $146,958-13.5% | $145,922-12.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -3.12% | 98.13%-101.3pp | 418.34%-421.5pp | 561.29%-564.4pp |
| Employer contribution / active EE | $46,000 | $5,286+770.2% | $4,933+832.5% | $4,660+887.2% |
| Participant deferral / active EE | $23,000 | $8,428+172.9% | $8,070+185.0% | $6,688+243.9% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |