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.
Annual investment return 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 | $5,192 | $96,128-94.6% | $136,007-96.2% | $80,856-93.6% |
| Participation rate | 76.3% | 71.2%+5.0pp | 76.5%-0.2pp | 67.6%+8.6pp |
| Annual return | 5.69% | 28.71%-23.0pp | 579.32%-573.6pp | 35.59%-29.9pp |
| Employer contribution / active EE | $2,155 | $3,351-35.7% | $4,217-48.9% | $2,755-21.8% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,025-100.0% | $4,296-100.0% |
| Admin fee / account holder | $10 | $8,236-99.9% | $6,858-99.9% | $6,918-99.9% |