Inside America's savings plans
Our data shows how individuals are leveraging tax-advantaged savings vehicles to prepare for their near- and long-term goals. It also highlights how thoughtful plan design can impact savings outcomes and plan engagement.
259,300+
Retirement plans served, with a focus on helping Americans save for the future
7.6+ million
529 education savings accounts*
23
ABLE plans administered*
As of 09/30/2024
Source for data unless otherwise noted: Ascensus platform, as of 12/31/2022