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 | $4,304 | $159,602-97.3% | $150,045-97.1% | $142,382-97.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 78.19% | 70.24%+8.0pp | 62.55%+15.6pp | 217.08%-138.9pp |
| Employer contribution / active EE | $1,107 | $4,961-77.7% | $4,693-76.4% | $4,299-74.3% |
| Participant deferral / active EE | $2,522 | $8,310-69.7% | $7,997-68.5% | $6,507-61.3% |
| Admin fee / account holder | $83 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |