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 | $4,385 | $86,929-95.0% | $102,423-95.7% | $80,856-94.6% |
| Participation rate | 91.7% | 72.4%+19.3pp | 76.5%+15.2pp | 67.6%+24.0pp |
| Annual return | 0.00% | 18.88%-18.9pp | 29.32%-29.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $1,657 | $2,369-30.1% | $3,023-45.2% | $2,755-39.8% |
| Participant deferral / active EE | $2,374 | $4,118-42.4% | $5,053-53.0% | $4,296-44.7% |
| Admin fee / account holder | $31 | $8,049-99.6% | $9,451-99.7% | $6,918-99.6% |