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 | $4,943 | $201,272-97.5% | $184,203-97.3% | $145,922-96.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.96% | 29.00%-14.0pp | 28.81%-13.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,617 | $7,022-77.0% | $6,427-74.8% | $4,660-65.3% |
| Participant deferral / active EE | $1,735 | $9,806-82.3% | $9,131-81.0% | $6,688-74.1% |
| Admin fee / account holder | $214 | $16,364-98.7% | $13,901-98.5% | $13,397-98.4% |