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.
Participant 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 | $6,748 | $108,919-93.8% | $100,391-93.3% | $145,922-95.4% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 20.93% | 57.88%-37.0pp | 49.20%-28.3pp | 561.29%-540.4pp |
| Employer contribution / active EE | $1,365 | $4,419-69.1% | $3,942-65.4% | $4,660-70.7% |
| Participant deferral / active EE | $1,706 | $8,445-79.8% | $8,082-78.9% | $6,688-74.5% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |