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 | $4,900 | $106,584-95.4% | $101,326-95.2% | $142,382-96.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 81.5%-3.7pp | 80.1%-2.3pp |
| Annual return | 28.38% | 36.93%-8.5pp | 36.82%-8.4pp | 217.08%-188.7pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,718 | $8,297-67.2% | $7,994-66.0% | $6,507-58.2% |
| Admin fee / account holder | $27 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |