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 | $18,982 | $177,572-89.3% | $154,803-87.7% | $142,382-86.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -11.24% | 65.07%-76.3pp | 58.88%-70.1pp | 217.08%-228.3pp |
| Employer contribution / active EE | $7,149 | $4,810+48.6% | $4,305+66.0% | $4,299+66.3% |
| Participant deferral / active EE | $7,042 | $6,272+12.3% | $5,540+27.1% | $6,507+8.2% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |