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 | $10,368 | $159,602-93.5% | $150,045-93.1% | $142,382-92.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 43.11% | 70.24%-27.1pp | 62.55%-19.4pp | 217.08%-174.0pp |
| Employer contribution / active EE | $2,170 | $4,961-56.3% | $4,693-53.8% | $4,299-49.5% |
| Participant deferral / active EE | $4,353 | $8,310-47.6% | $7,997-45.6% | $6,507-33.1% |
| Admin fee / account holder | $18 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |