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 | $13,841 | $159,602-91.3% | $150,045-90.8% | $142,382-90.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 33.20% | 70.24%-37.0pp | 62.55%-29.3pp | 217.08%-183.9pp |
| Employer contribution / active EE | $6,284 | $4,961+26.7% | $4,693+33.9% | $4,299+46.2% |
| Participant deferral / active EE | $2,058 | $8,310-75.2% | $7,997-74.3% | $6,507-68.4% |
| Admin fee / account holder | $122 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |