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 | $2,500 | $186,002-98.7% | $186,002-98.7% | $350,135-99.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 71.9%+28.1pp | 79.0%+21.0pp |
| Annual return | -27.50% | 14.60%-42.1pp | 11.51%-39.0pp | 11.86%-39.4pp |
| Employer contribution / active EE | $1,250 | $12,809-90.2% | $12,809-90.2% | $12,925-90.3% |
| Participant deferral / active EE | $625 | $6,435-90.3% | $6,435-90.3% | $4,976-87.4% |
| Admin fee / account holder | $225 | $9,546-97.6% | $9,546-97.6% | $23,717-99.1% |