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, LLC7 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $57,198 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,473 | $106,028-43.0% | $146,958-58.9% | $77,643-22.1% |
| Participation rate | 95.0% | 78.4%+16.6pp | 82.2%+12.8pp | 70.6%+24.4pp |
| Annual return | 18.60% | 56.73%-38.1pp | 418.34%-399.7pp | 31.24%-12.6pp |
| Employer contribution / active EE | $1,042 | $4,063-74.4% | $4,933-78.9% | $2,726-61.8% |
| Participant deferral / active EE | $10,802 | $7,990+35.2% | $8,070+33.9% | $4,647+132.4% |
| Admin fee / account holder | $109 | $337-67.8% | $12,998-99.2% | $430-74.8% |