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 | $6,031 | $114,381-94.7% | $107,525-94.4% | $142,382-95.8% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 30.43% | 242.71%-212.3pp | 181.32%-150.9pp | 217.08%-186.7pp |
| Employer contribution / active EE | $1,241 | $4,015-69.1% | $3,754-66.9% | $4,299-71.1% |
| Participant deferral / active EE | $2,621 | $5,564-52.9% | $5,116-48.8% | $6,507-59.7% |
| Admin fee / account holder | $71 | $9,860-99.3% | $8,919-99.2% | $12,624-99.4% |