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 | $8,262 | $109,881-92.5% | $150,045-94.5% | $84,808-90.3% |
| Participation rate | 75.6% | 76.1%-0.5pp | 82.3%-6.8pp | 68.3%+7.2pp |
| Annual return | 28.46% | 28.25%+0.2pp | 62.55%-34.1pp | 40.90%-12.4pp |
| Employer contribution / active EE | $593 | $3,561-83.3% | $4,693-87.4% | $2,631-77.5% |
| Participant deferral / active EE | $3,225 | $6,636-51.4% | $7,997-59.7% | $4,212-23.4% |
| Admin fee / account holder | $99 | $8,568-98.8% | $13,435-99.3% | $7,344-98.6% |