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 | $11,443 | $165,984-93.1% | $164,813-93.1% | $145,922-92.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | -1.33% | 100.03%-101.4pp | 69.93%-71.3pp | 561.29%-562.6pp |
| Employer contribution / active EE | $6,762 | $5,273+28.2% | $4,341+55.8% | $4,660+45.1% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,031-100.0% | $6,688-100.0% |
| Admin fee / account holder | $16 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |