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, LLC4 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $42,406 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,805 | $131,799-39.4% | $200,582-60.2% | $85,563-6.7% |
| Participation rate | 84.6% | 87.9%-3.3pp | 86.9%-2.3pp | 66.0%+18.7pp |
| Annual return | 25.58% | 21.59%+4.0pp | 42.33%-16.8pp | 31.51%-5.9pp |
| Employer contribution / active EE | $4,159 | $4,532-8.2% | $6,419-35.2% | $2,654+56.7% |
| Participant deferral / active EE | $8,861 | $7,702+15.0% | $9,331-5.0% | $4,375+102.5% |
| Admin fee / account holder | $163 | $235-30.6% | $16,305-99.0% | $834-80.4% |