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.
Employer 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 | $10,224 | $117,983-91.3% | $101,794-90.0% | $142,382-92.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 39.38% | 36.92%+2.5pp | 30.53%+8.9pp | 217.08%-177.7pp |
| Employer contribution / active EE | $283 | $2,773-89.8% | $2,289-87.7% | $4,299-93.4% |
| Participant deferral / active EE | $5,833 | $4,714+23.7% | $4,084+42.8% | $6,507-10.4% |
| Admin fee / account holder | $62 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |