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) | $18,079 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,696 | $100,801-52.7% | $149,696-68.1% | $73,409-35.0% |
| Participation rate | 96.8% | 77.7%+19.1pp | 82.5%+14.3pp | 72.2%+24.6pp |
| Annual return | 41.42% | 265.34%-223.9pp | 276.60%-235.2pp | 59.29%-17.9pp |
| Employer contribution / active EE | $3,410 | $3,312+3.0% | $4,644-26.6% | $2,234+52.7% |
| Participant deferral / active EE | $11,313 | $6,404+76.6% | $6,842+65.4% | $3,805+197.3% |
| Admin fee / account holder | $59 | $181-67.5% | $9,309-99.4% | $158-62.8% |