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, LLC2 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $14,021 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,203 | $82,917-75.6% | $103,333-80.4% | $77,643-74.0% |
| Participation rate | 83.8% | 71.6%+12.2pp | 74.5%+9.3pp | 70.6%+13.2pp |
| Annual return | 20.99% | 19.13%+1.9pp | 24.88%-3.9pp | 31.24%-10.2pp |
| Employer contribution / active EE | $2,823 | $3,552-20.5% | $3,868-27.0% | $2,726+3.6% |
| Participant deferral / active EE | $4,303 | $4,108+4.7% | $5,057-14.9% | $4,647-7.4% |
| Admin fee / account holder | $50 | $638-92.1% | $8,355-99.4% | $430-88.3% |