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) | $21,557 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,293 | $93,571-65.5% | $135,903-76.2% | $75,163-57.0% |
| Participation rate | 81.2% | 75.2%+6.0pp | 81.9%-0.7pp | 67.2%+14.0pp |
| Annual return | 18.42% | 30.90%-12.5pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,625 | $3,537-25.8% | $4,856-45.9% | $2,670-1.7% |
| Participant deferral / active EE | $10,673 | $6,404+66.7% | $7,758+37.6% | $4,125+158.7% |
| Admin fee / account holder | $124 | $6,975-98.2% | $10,762-98.8% | $5,651-97.8% |