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 | $7,809 | $86,891-91.0% | $142,449-94.5% | $75,163-89.6% |
| Participation rate | 75.0% | 68.5%+6.5pp | 76.8%-1.8pp | 67.2%+7.8pp |
| Annual return | 0.00% | 23.31%-23.3pp | 19.99%-20.0pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,306 | $3,355-61.1% | $4,847-73.1% | $2,670-51.1% |
| Participant deferral / active EE | $4,585 | $4,938-7.1% | $6,283-27.0% | $4,125+11.2% |
| Admin fee / account holder | $23 | $7,299-99.7% | $10,011-99.8% | $5,651-99.6% |