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.
Participant 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 | $4,793 | $100,923-95.3% | $150,045-96.8% | $74,304-93.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 21.12% | 51.77%-30.7pp | 62.55%-41.4pp | 29.43%-8.3pp |
| Employer contribution / active EE | $1,191 | $3,463-65.6% | $4,693-74.6% | $2,241-46.8% |
| Participant deferral / active EE | $1,280 | $6,709-80.9% | $7,997-84.0% | $3,767-66.0% |
| Admin fee / account holder | $136 | $2,767-95.1% | $13,435-99.0% | $2,969-95.4% |