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 | $21,479 | $159,602-86.5% | $150,045-85.7% | $142,382-84.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 1.23% | 70.24%-69.0pp | 62.55%-61.3pp | 217.08%-215.8pp |
| Employer contribution / active EE | $5,851 | $4,961+18.0% | $4,693+24.7% | $4,299+36.1% |
| Participant deferral / active EE | $7,867 | $8,310-5.3% | $7,997-1.6% | $6,507+20.9% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |