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 9-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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,390 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,346 | $52,670+92.4% | $90,404+12.1% | $73,409+38.1% |
| Participation rate | 98.6% | 67.7%+31.0pp | 72.7%+26.0pp | 72.2%+26.5pp |
| Annual return | 14.45% | 20.70%-6.3pp | 1293.02%-1278.6pp | 59.29%-44.8pp |
| Employer contribution / active EE | $3,741 | $1,872+99.9% | $3,262+14.7% | $2,234+67.5% |
| Participant deferral / active EE | $6,235 | $2,807+122.1% | $3,963+57.3% | $3,805+63.8% |
| Admin fee / account holder | $6 | $117-95.0% | $5,611-99.9% | $158-96.3% |