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.
Employer 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 | $1,464 | $64,839-97.7% | $95,585-98.5% | $84,808-98.3% |
| Participation rate | 73.5% | 63.8%+9.7pp | 72.1%+1.5pp | 68.3%+5.2pp |
| Annual return | 20.43% | -670.96%+691.4pp | 38.56%-18.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $890 | $2,965-70.0% | $4,023-77.9% | $4,212-78.9% |
| Admin fee / account holder | $282 | $5,964-95.3% | $6,127-95.4% | $7,344-96.2% |