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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,282 | $210,408-97.0% | $153,485-95.9% | $145,922-95.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.00% | 13.37%-13.4pp | 15.65%-15.7pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,261 | $6,048-79.2% | $5,039-75.0% | $4,660-72.9% |
| Participant deferral / active EE | $4,878 | $7,975-38.8% | $6,757-27.8% | $6,688-27.1% |
| Admin fee / account holder | $66 | $19,419-99.7% | $12,724-99.5% | $13,397-99.5% |