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.
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 | $11,059 | $109,881-89.9% | $150,045-92.6% | $84,808-87.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 35.53% | 28.25%+7.3pp | 62.55%-27.0pp | 40.90%-5.4pp |
| Employer contribution / active EE | $4,513 | $3,561+26.7% | $4,693-3.8% | $2,631+71.5% |
| Participant deferral / active EE | $2,699 | $6,636-59.3% | $7,997-66.2% | $4,212-35.9% |
| Admin fee / account holder | $50 | $8,568-99.4% | $13,435-99.6% | $7,344-99.3% |