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 | $5,050 | $87,013-94.2% | $106,213-95.2% | $80,856-93.8% |
| Participation rate | 81.8% | 70.4%+11.4pp | 75.3%+6.5pp | 67.6%+14.2pp |
| Annual return | 0.00% | 17.05%-17.0pp | 116.14%-116.1pp | 35.59%-35.6pp |
| Employer contribution / active EE | $5,337 | $2,395+122.8% | $3,171+68.3% | $2,755+93.7% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1 | $8,431-100.0% | $11,033-100.0% | $6,918-100.0% |