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.
Annual investment return 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 | $9,900 | $64,480-84.6% | $81,382-87.8% | $80,856-87.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 4.76% | 16.34%-11.6pp | 24.73%-20.0pp | 35.59%-30.8pp |
| Employer contribution / active EE | $3,971 | $1,978+100.7% | $2,463+61.2% | $2,755+44.1% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,883-100.0% | $4,296-100.0% |
| Admin fee / account holder | $22 | $5,671-99.6% | $5,768-99.6% | $6,918-99.7% |