Best Betterment 401K Apps

4.8😐(66K ratings)

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Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

What We Love

💰 High yield savings account
🔍 Easy to link and manage accounts
🤖 Automated investing and portfolio management
👨‍💻 Responsive customer service
🏆 Positive investment returns

Room to Improve

🤖 Automated investing underperforms manual investing
🤔 Unclear account selection when making deposits
⏱️ Slow transfer and withdrawal process
🔒 Security issues with account access
🙅‍♀️ Lack of transparency and communication

NetBenefits by Fidelity Investments

Fidelity workplace benefits

Strong Contender

4.6😞(29K ratings)

Free

#42in Finance

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

What We Love

👍 Easy to use
🚀 Convenient mobile access
🔒 Secure document upload
💡 Helpful retirement planning tools

Room to Improve

🐛 Buggy and glitchy
🕸️ Feels like a mobile website, not a true app
🤔 Confusing navigation and user experience
⏱️ Slow performance and long load times

Principal® by Principal Financial Group

Retire on your terms.

Worth Considering

by Schwab Retirement Technologies Inc.

4.8😞(240K ratings)

Free

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

What We Love

🚀 Easy to use
👍 Convenient mobile access
💡 Helpful investment tools
🔒 Secure login process

Room to Improve

🐛 Frequent crashes and bugs
⏱️ Slow and laggy performance
📊 Lacking key account information
🤔 Confusing navigation and UI

More Betterment 401K apps to explore

BankPlus 401k

Retirement account enrollmentIncome forecastInvestment performance monitoring

Manage your retirement savings on the go. Enroll, forecast your income, monitor investments, and adjust contributions. Securely upload documents and access financial learning resources.

by FBMC Benefits Management, Inc

Asset Recovery: Lost 401k

💼 Business

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Find Old Retirement Accounts

by Voya Services Company

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

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John Hancock Retirement

by John Hancock

Manage retirement plan accountView account balance and historyUpdate contribution rates

Manage your retirement plan securely and conveniently on the go. Access account details, make changes, and set financial goals with real-time projections. Utilize educational resources for personal finance and wellness.

(39K)

Capital Group PlanPremier401k

Manage your 401k

View retirement income estimatesCheck personal rate of returnManage contribution amounts

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

by 1st Source Corporation

Retirement plan managementAccount reviewEmployer-sponsored plan access

Manage your employer-sponsored retirement plan through this app. Review your account details and access services provided by 1st Source Bank. Available in English and Spanish.

by Schwab Retirement Technologies Inc.

Retirement plan enrollmentIncome forecastInvestment monitoring

Manage your retirement savings on the go. Enroll in your plan, forecast income, monitor investments, and adjust contributions. Access financial learning resources and manage account settings securely.

(1)

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Consolidated portfolio viewExternal account linkingDetailed fund performance

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

(23K)

Capital Group RKDirect 401k

Manage your 401k

View account balancesCheck personal rate of returnReview transaction history

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

(12K)

PensionBee: Roll over 401(k)s

Roll over your old 401(k)s

Consolidate 401(k)s and IRAsPersonalized account manager supportTransparent annual fees

Consolidate and manage your retirement savings by rolling over old 401(k)s and IRAs into a new account. Offers personalized support, flexible investment options, and transparent fees to help you plan for the future.

To access your 401K account in

Secure account accessView balance and performanceTrack investment mix

Manage your retirement savings on the go. View your balance, track performance, and adjust contributions securely. Access financial wellness resources to help you reach your future goals.

Retirement. Define it.

Biometric loginCheck balances and transactionsRetirement income forecast

Manage your retirement savings with ease. Access account details, track investments, and forecast your future income. Securely enroll, make changes to contributions, and learn about financial planning.

Manage your 401(k) retirement savings with ease. Track your balance, adjust investments, and generate savings projections. Get personalized recommendations and update beneficiaries securely.

View account balance and gains/lossesReview and adjust investment allocationsGenerate savings projections

(16)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with competitive APYExpert-built, diversified ETF portfoliosCommission-free stock and ETF investing

Manage your savings and investments in one place. Earn competitive APY on your cash, invest in expertly built portfolios or individual stocks with zero commissions, and gain a clear view of your financial future.

Your 401k at your fingertips

Retirement account accessOn-the-go managementUser-friendly interface

Access your retirement savings account conveniently from your mobile device. Manage your 401(k) with a user-friendly interface designed for on-the-go access.

by Schwab Retirement Technologies Inc.

Biometric loginCheck balances and transactionsUpdate investment elections

Manage your retirement savings on the go with this mobile banking app. Securely access your account, track investments, and plan for your future with educational resources and income forecasts.

(2)