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.
Participant 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 | $3,684 | $165,984-97.8% | $164,813-97.8% | $145,922-97.5% |
| Participation rate | 89.5% | 82.0%+7.5pp | 78.6%+10.9pp | 80.3%+9.2pp |
| Annual return | 0.00% | 100.03%-100.0pp | 69.93%-69.9pp | 561.29%-561.3pp |
| Employer contribution / active EE | $2,042 | $5,273-61.3% | $4,341-53.0% | $4,660-56.2% |
| Participant deferral / active EE | $1,690 | $6,959-75.7% | $6,031-72.0% | $6,688-74.7% |
| Admin fee / account holder | $1 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |