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 | $9,523 | $159,901-94.0% | $146,958-93.5% | $145,922-93.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.65% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,589 | $5,286-69.9% | $4,933-67.8% | $4,660-65.9% |
| Participant deferral / active EE | $2,863 | $8,428-66.0% | $8,070-64.5% | $6,688-57.2% |
| Admin fee / account holder | $52 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |