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 | $11,739 | $109,881-89.3% | $150,045-92.2% | $84,808-86.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | -3.56% | 28.25%-31.8pp | 62.55%-66.1pp | 40.90%-44.5pp |
| Employer contribution / active EE | $3,273 | $3,561-8.1% | $4,693-30.3% | $2,631+24.4% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $62 | $8,568-99.3% | $13,435-99.5% | $7,344-99.2% |