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 | $2,491 | $88,751-97.2% | $81,812-97.0% | $145,922-98.3% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 0.00% | 1025.40%-1025.4pp | 773.79%-773.8pp | 561.29%-561.3pp |
| Employer contribution / active EE | $407 | $3,083-86.8% | $2,912-86.0% | $4,660-91.3% |
| Participant deferral / active EE | $1,824 | $4,643-60.7% | $4,319-57.8% | $6,688-72.7% |
| Admin fee / account holder | $17 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |