Best Principal 401K Apps

4.8😞(236K 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

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.

Strong Contender

Fidelity workplace benefits

4.8😐(3.3M ratings)

Free

#13in Finance

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

What We Love

🚀 Efficient app with quick access to accounts
🔒 Secure login process
👍 Comprehensive research and data tools
💡 Ability to link external accounts for full financial view
👍 Reliable and trustworthy platform

Room to Improve

🐛 Inaccurate account information and performance data
🔍 Cluttered and unintuitive user interface
🔍 Difficult to navigate and find desired features
🔍 Lacking key features for active traders
🐛 Buggy app with frequent crashes and performance issues

Principal® Events by Principal Financial Group

Worth Considering

💼 Business

5.0(5 ratings)

Free

Access comprehensive information for financial group conferences and events. Enhance your meeting experience by connecting with attendees and finding agenda, speaker, and travel details.

More Principal 401K apps to explore

NetBenefits

Manage retirement savingsAccess stock optionsView health insurance details

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.

(29K)

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 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.

(188K)

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.

(11K)

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.

by Nationwide Mutual Insurance

Account balance viewingAsset class breakdownsContribution management

Access your employer-sponsored retirement plan on the go. View account balances, asset breakdowns, and manage contributions. Plan your retirement readiness with integrated financial planning tools.

(23K)

401k: Your Retirement Guide

Capital Financial Benefits Pro

Retirement planning guideGrowth projection calculatorRoth conversion tool

This app provides a comprehensive guide to 401(k) savings, offering tools for growth projections, Roth conversions, and step-by-step advice for common retirement scenarios. It includes interactive quizzes and an instant FAQ section to simplify financial planning.

🔧 Utilities

(13)

paid

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

free with in-app purchases

(17K)

TCO Retirement

by THE TRUST COMPANY OF OKLAHOMA

Review retirement plan accountsView account balanceAccess transaction history

Manage your employer-sponsored retirement plan. View your account balance, transaction history, and investment performance. Stay informed about your financial future.

Pay Your Team, Not the IRS

Personalized 401(k) dashboardElectronic form signingAuto-escalation setup

Access your employer-sponsored 401(k) plan securely and instantly. View your dashboard, sign forms electronically, set up auto-escalation, and receive personalized investment recommendations. Track deadlines and plan milestones with ease.

(2)

Betterment Invest & Save Money

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts

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.

free with in-app purchases

(65K)

SRT INT

Schwab Retirement Tech INT

Biometric loginCheck account balances and performanceUpdate investment elections

Manage your retirement savings on the go. Securely access account details, track performance, and update investment choices. The app also offers educational resources and tools to forecast your retirement income.

Welcome to the SyncUp App!

Career development resourcesCompany updatesColleague connection

This app connects users with career development resources, company updates, and financial wellness tools. It allows for engagement with colleagues and provides timely notifications for important information. Stay informed and connected with the organization's latest happenings and opportunities.

Monitor your financial accounts, track investment performance, and view your net worth. Access important financial documents like reports and statements. Stay informed with financial perspective videos.

Goal progress trackingNet worth summaryInvestment account monitoring

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.

by Orion Advisor Services, LLC

Wealth management toolsAdvisor collaborationFinancial goal tracking

Manage your investments and connect with your financial advisor. Track your wealth and collaborate on financial goals with secure access to essential tools.

(2)

Everyday 401(k) by J.P. Morgan

Your account at your fingertip

Secure sign-in with Face ID/Touch IDView account balance and savings progressSet or update contribution rates

Manage your retirement savings on the go. Access your account, track progress, adjust contributions, and review investments securely. Download statements and update personal information with ease.

(1)