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.
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 | $13,030 | $64,480-79.8% | $81,382-84.0% | $80,856-83.9% |
| Participation rate | 96.3% | 63.9%+32.4pp | 69.5%+26.8pp | 67.6%+28.7pp |
| Annual return | 0.00% | 16.34%-16.3pp | 24.73%-24.7pp | 35.59%-35.6pp |
| Employer contribution / active EE | $12,547 | $1,978+534.2% | $2,463+409.5% | $2,755+355.5% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,883-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $5,671-100.0% | $5,768-100.0% | $6,918-100.0% |