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 |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC2 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $37,641 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,370 | $79,013+15.6% | $100,391-9.0% | $74,495+22.7% |
| Participation rate | 95.5% | 79.5%+16.1pp | 81.5%+14.0pp | 67.2%+28.3pp |
| Annual return | 16.05% | 20.41%-4.4pp | 49.20%-33.2pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $6,074 | $3,021+101.0% | $3,942+54.1% | $2,623+131.6% |
| Participant deferral / active EE | $11,539 | $7,760+48.7% | $8,082+42.8% | $4,346+165.5% |
| Admin fee / account holder | $163 | $1,320-87.7% | $7,899-97.9% | $1,942-91.6% |