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 | $3,971 | $56,199-92.9% | $67,652-94.1% | $59,632-93.3% |
| Participation rate | 92.9% | 71.5%+21.4pp | 75.7%+17.2pp | 68.7%+24.2pp |
| Annual return | -2.00% | 18505.31%-18507.3pp | 6625.04%-6627.0pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $998 | $1,614-38.2% | $2,266-55.9% | $2,203-54.7% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $236 | $3,958-94.0% | $4,821-95.1% | $4,297-94.5% |