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 | $6,003 | $127,065-95.3% | $113,168-94.7% | $142,382-95.8% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 23.40% | 24.03%-0.6pp | 24.27%-0.9pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,192 | $3,442-65.4% | $2,975-59.9% | $4,299-72.3% |
| Participant deferral / active EE | $1,770 | $5,716-69.0% | $5,107-65.3% | $6,507-72.8% |
| Admin fee / account holder | $20 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |