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 | $17,034 | $81,460-79.1% | $103,333-83.5% | $80,856-78.9% |
| Participation rate | 97.7% | 66.8%+30.9pp | 74.5%+23.2pp | 67.6%+30.1pp |
| Annual return | 27.34% | 25.55%+1.8pp | 24.88%+2.5pp | 35.59%-8.3pp |
| Employer contribution / active EE | $14,636 | $3,105+371.3% | $3,868+278.4% | $2,755+431.3% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $54 | $6,566-99.2% | $8,355-99.3% | $6,918-99.2% |