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 | $4,489 | $159,602-97.2% | $150,045-97.0% | $142,382-96.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 0.00% | 70.24%-70.2pp | 62.55%-62.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,259 | $4,961-74.6% | $4,693-73.2% | $4,299-70.7% |
| Participant deferral / active EE | $2,069 | $8,310-75.1% | $7,997-74.1% | $6,507-68.2% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |