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 | $3,219 | $48,795-93.4% | $65,493-95.1% | $84,808-96.2% |
| Participation rate | 93.8% | 67.0%+26.8pp | 73.1%+20.7pp | 68.3%+25.4pp |
| Annual return | 32.63% | 20.20%+12.4pp | 982.45%-949.8pp | 40.90%-8.3pp |
| Employer contribution / active EE | $799 | $1,930-58.6% | $2,574-69.0% | $2,631-69.6% |
| Participant deferral / active EE | $1,575 | $2,928-46.2% | $3,961-60.2% | $4,212-62.6% |
| Admin fee / account holder | $117 | $3,877-97.0% | $5,028-97.7% | $7,344-98.4% |