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 6-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, LLC4+ years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $58,163 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,459 | $94,833-59.4% | $75,696-49.2% | $86,799-55.7% |
| Participation rate | 96.8% | 79.1%+17.7pp | 74.8%+22.0pp | 72.3%+24.5pp |
| Annual return | 28.70% | 16.91%+11.8pp | 104.53%-75.8pp | 97.91%-69.2pp |
| Employer contribution / active EE | $5,053 | $2,904+74.0% | $2,743+84.2% | $2,405+110.1% |
| Participant deferral / active EE | $9,850 | $3,632+171.2% | $3,821+157.8% | $4,131+138.4% |
| Admin fee / account holder | $85 | $109-21.5% | $3,619-97.6% | $170-49.7% |