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Betterment at Work

Best Betterment at Work Alternatives

6 products that do the same job as Betterment at Work, matched to the reason you might switch, with similarity scores and published prices.

By LeadChange Research TeamUpdated

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Alternatives by reason for switching

  • Lower published price

    Fidelity Workplace Investing

    $100 a month at 25 employees vs $225 for Betterment at Work.

    $100/mo

  • Published pricing

    Human Interest

    Highest-scoring alternative that publishes its prices (9.4/10).

    Published

Betterment at Work alternatives, closest first

Products built for the same job come first, then products that also cover it, each group by similarity: the share of categories (50%), company sizes served (30%) and pricing model (20%) a product shares with Betterment at Work.

  1. Fidelity Workplace Investing

    vs Betterment at Work: $100 vs $225 a month at 25 employees. 401(k) Providers score 7.7 vs 7.9.

    Similarity100 of 100

    From $100/mo

  2. Human Interest

    vs Betterment at Work: $205 vs $225 a month at 25 employees. 401(k) Providers score 9.4 vs 7.9.

    Similarity100 of 100

    From $80/mo + $5/employee/mo

  3. Vanguard Workplace Solutions

    vs Betterment at Work: No list price or score published for both Vanguard Workplace Solutions and Betterment at Work yet.

    Similarity100 of 100
  4. Principal Financial Group

    vs Betterment at Work: $295 vs $225 a month at 25 employees.

    Similarity90 of 100

    From $145/mo + $6/employee/mo

  5. Empower

    vs Betterment at Work: No list price or score published for both Empower and Betterment at Work yet.

    Similarity70 of 100
  6. Paychex Retirement Services

    vs Betterment at Work: No list price or score published for both Paychex Retirement Services and Betterment at Work yet.

    Similarity70 of 100

Why buyers look beyond Betterment at Work

  1. Annual base fee

    The base fee is billed each calendar year and is not prorated.

  2. One-time fees

    A $500 implementation fee for new plans and $1,000 for conversions.

  3. Asset-based advisory fee

    Participants pay a 0.25% annual advisory fee.

Betterment at Work vs its closest alternatives

401(k) Providers comparison: LeadChange Score, pricing and verified features
ProductScoreStarting base feePricing modelSOC 2 Type IIMobile apps
Betterment at Work7.9$100/moBase fee + per employee
Fidelity Workplace Investing7.7$100/moBase fee + per employeeNot verifiedNetBenefits (web and mobile app)
Human Interest9.4$80/moBase fee + per employeeNot verified
Vanguard Workplace SolutionsNot scoredNot verifiedBase fee + per employeeNot verifiedNot verified
Principal Financial GroupNot scored$145/moBase fee + per employeeNot verifiedNot verified
EmpowerNot scoredNot verifiedNot verified
Paychex Retirement ServicesNot scoredNot verifiedQuote only

Alternatives to similar products

Frequently asked questions

What are the best alternatives to Betterment at Work?

The closest alternatives to Betterment at Work in 401(k) Providers are Fidelity Workplace Investing (100% similar), Human Interest (100% similar), and Vanguard Workplace Solutions (100% similar), by the categories, company sizes and pricing model they share. Fidelity Workplace Investing vs Betterment at Work: $100 vs $225 a month at 25 employees. 401(k) Providers score 7.7 vs 7.9.

What is a cheaper alternative to Betterment at Work?

Fidelity Workplace Investing: $100 a month at 25 employees vs $225 for Betterment at Work.

Which Betterment at Work alternatives publish their prices?

Of the alternatives to Betterment at Work, Fidelity Workplace Investing, Human Interest, Vanguard Workplace Solutions, and Principal Financial Group publish list prices for at least one plan. Betterment at Work publishes part of its pricing.

Which Betterment at Work alternative scores highest?

Human Interest (100% similar to Betterment at Work), with a LeadChange Score of 9.4/10 in 401(k) Providers against 7.9 for Betterment at Work, among the 3 closest alternatives. For small businesses, Fidelity Workplace Investing (7.7/10) is the top-scored alternative that lists them as a target.

Why do teams look for Betterment at Work alternatives?

The fit limits documented for Betterment at Work: annual base fee, one-time fees, and asset-based advisory fee. The “Why buyers look beyond Betterment at Work” section explains each one from its source.

Which Betterment at Work alternatives integrate with Gusto?

Fidelity Workplace Investing and Human Interest list Gusto among their notable integrations, like Betterment at Work.

Switching from Betterment at Work?

Tell us why you’re leaving and when your contract ends, and see the alternatives that fit, with verified evidence for what you need, ranked without regard to who pays us.

Vendor? Reach buyers comparing Betterment at Work