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 | $16,690 | $179,726-90.7% | $156,263-89.3% | $142,382-88.3% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 6.92% | 77.86%-70.9pp | 59.47%-52.5pp | 217.08%-210.2pp |
| Employer contribution / active EE | $5,319 | $5,069+4.9% | $4,333+22.8% | $4,299+23.7% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $70 | $17,272-99.6% | $14,255-99.5% | $12,624-99.4% |