See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,956 | $45,073-66.8% | $69,455-78.5% | $72,985-79.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.74% | 22.65%-17.9pp | 28.97%-24.2pp | 81.00%-76.3pp |
| Employer contribution / active EE | $2,340 | $2,054+13.9% | $2,779-15.8% | $2,440-4.1% |
| Participant deferral / active EE | $2,390 | $2,602-8.1% | $3,535-32.4% | $3,607-33.7% |
| Admin fee / account holder | $233 | $3,056-92.4% | $3,839-93.9% | $5,124-95.5% |