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 | $4,217 | $109,881-96.2% | $150,045-97.2% | $84,808-95.0% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 23.19% | 28.25%-5.1pp | 62.55%-39.4pp | 40.90%-17.7pp |
| Employer contribution / active EE | $811 | $3,561-77.2% | $4,693-82.7% | $2,631-69.2% |
| Participant deferral / active EE | $1,219 | $6,636-81.6% | $7,997-84.8% | $4,212-71.1% |
| Admin fee / account holder | $158 | $8,568-98.2% | $13,435-98.8% | $7,344-97.8% |