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 3-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, LLC3+ years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $15,779 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,264 | $59,417-42.3% | $93,606-63.4% | $74,495-54.0% |
| Participation rate | 75.7% | 59.7%+16.0pp | 68.7%+7.0pp | 67.2%+8.5pp |
| Annual return | 15.71% | 81.83%-66.1pp | 133.20%-117.5pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,968 | $3,050+128.5% | $4,411+58.0% | $4,346+60.3% |
| Admin fee / account holder | $63 | $3,021-97.9% | $8,285-99.2% | $1,942-96.7% |