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.
Annual investment return 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 | $3,025 | $112,300-97.3% | $90,223-96.6% | $125,391-97.6% |
| Participation rate | 0.0% | 82.9%-82.9pp | 79.0%-79.0pp | 83.2%-83.2pp |
| Annual return | -7.57% | -0.57%-7.0pp | 1.31%-8.9pp | 282.22%-289.8pp |
| Employer contribution / active EE | $0 | $5,181-100.0% | $4,378-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $22 | $10,990-99.8% | $7,406-99.7% | $9,540-99.8% |