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 | $7,893 | $109,881-92.8% | $150,045-94.7% | $84,808-90.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 1590.69% | 28.25%+1562.4pp | 62.55%+1528.1pp | 40.90%+1549.8pp |
| Employer contribution / active EE | $4,669 | $3,561+31.1% | $4,693-0.5% | $2,631+77.5% |
| Participant deferral / active EE | $3,205 | $6,636-51.7% | $7,997-59.9% | $4,212-23.9% |
| Admin fee / account holder | $0 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |