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 | $6,368 | $179,726-96.5% | $156,263-95.9% | $142,382-95.5% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 15.83% | 77.86%-62.0pp | 59.47%-43.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,575 | $5,069-29.5% | $4,333-17.5% | $4,299-16.9% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $21 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |