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 | $18,661 | $138,347-86.5% | $184,203-89.9% | $80,856-76.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 0.00% | 20.02%-20.0pp | 28.81%-28.8pp | 35.59%-35.6pp |
| Employer contribution / active EE | $1,411 | $4,850-70.9% | $6,427-78.0% | $2,755-48.8% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $223 | $10,483-97.9% | $13,901-98.4% | $6,918-96.8% |