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 | $14,688 | $109,881-86.6% | $150,045-90.2% | $84,808-82.7% |
| Participation rate | 76.3% | 76.1%+0.2pp | 82.3%-6.0pp | 68.3%+8.0pp |
| Annual return | 477.95% | 28.25%+449.7pp | 62.55%+415.4pp | 40.90%+437.1pp |
| Employer contribution / active EE | $1,812 | $3,561-49.1% | $4,693-61.4% | $2,631-31.1% |
| Participant deferral / active EE | $2,046 | $6,636-69.2% | $7,997-74.4% | $4,212-51.4% |
| Admin fee / account holder | $74 | $8,568-99.1% | $13,435-99.4% | $7,344-99.0% |