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 4-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) | $20,518 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,637 | $48,750-31.0% | $88,946-62.2% | $74,304-54.7% |
| Participation rate | 77.6% | 44.5%+33.1pp | 68.8%+8.7pp | 60.3%+17.2pp |
| Annual return | 24.17% | 25.91%-1.7pp | 57.82%-33.7pp | 29.43%-5.3pp |
| Employer contribution / active EE | $1,787 | $1,255+42.4% | $2,555-30.0% | $2,241-20.2% |
| Participant deferral / active EE | $6,606 | $2,423+172.6% | $4,581+44.2% | $3,767+75.3% |
| Admin fee / account holder | $59 | $3,756-98.4% | $8,261-99.3% | $2,969-98.0% |