Pricing

Complete Employee Financial Command Center

Free Plan
Per Month
Free
The Budgeting Tool is Free For All!
Price Per Employee
Up to 10 Plaid bank connections
Unlimited manual accounts
Full transaction management with filters
13 default + custom categories
Monthly budget tracking by category
Net worth dashboard + 30-day chart
Up to 3 auto-categorization rules
Basic AI chat (5 messages/30 day period)
Subscription Management
1 Hour of Onboarding/Training
Get Setup
Premium Plan
Per Month
$55.95
Minimum 10 Employees Debt Strategy
Price Per Employee
Everything in Free Plan
Unlimited Plaid connections
Unlimited auto-categorization rules
Unlimited auto-categorization rules
Strategy Page — debt-to-wealth roadmap
Smart Planner — optimized payoff + recommendations
Debt payoff strategies (Interest Based, Size of debt, Premium)
Advanced analytics & insights
Financial presentations with PDF export
2 Hours Premium Onboarding
2-Hour Personal Financial Assessment
Ongoing support from licensed FLG advisors
Get Setup

Financial Wellness - Optional Preventive care Benefit

Employees Receive $150 In Preventive Healthcare Funds Each Employee
Employers Save an Average of $500 Per Employee Per Year!

Decreased Healthcare Costs

Improved Employee Retention

Reduced Absenteeism

Increased Employee Safety

15% Saved On Healthcare Spend

 

Boosted Employee Morale


 

At Betterment Inc., We Make Sure You And Your Employees Are Prepared To Take Full Advantage Of The Resources Around Them. When People Use Financial Products, It's Good To Know How They Work. Our Revolutionary Financial Wellness solution works as a Standalone Program , Secure money advisors or as Part of you Existing Benefit Package. We work with Benefit Brokers, TPAs, PEOs, HR Departments and Group Insurance Agents.

Helping your employees face their financial futures by providing protection and giving them clear steps to financial wellness. This is how we take ‘saving money’ to a whole new level! We Provide Resources For Our Clients, And We've Help Of Thousands Of Savers Enjoy Tax-Free Growth With Flexible Access To Their Funds. We Can Help You And Your Team Too.

After decades of wage stagnation, workers are facing financial uncertainties. That's why we built an easy-to-use financial wellness solution that helps employees get on the right path and make sound financial decisions. 

We’re committed to making sure you have the right pricing plan, so feel free to change your billing option whenever you need.

Financial Wellness can be funded through cost saving, employees enrolled in our Plan gain $150 in of available Healthcare credits. These funds are enough to for our Program and ancillary benefits such as Dental, Accident, Life and Vision insurance. We are able to cut the money your employees spend Deductibles, copayments and put of pocket healthcare expenses in half and reduce the companies health care expenses by 15%,

Financial Wellness Pricing - Per employee per month (PEPM) pricing is how we bill for our program. For larger organizations please contact us for a custom quote. We also offer flat rate pricing, with our flexible flat rate pricing plan, you are billed monthly Est, In 2018 Betterment Inc. Is A Group Of Professionals Organizations Who Joined Forces To Help Small Business Owners And Their Employees Master Their Finances And Employers Thrive In Business. Our Mission Is To Give Everyone The Means To Build A Better Future, And We’re On A Mission To Do Just That..

PEPM pricing plan is recommended for companies with lower rates of utilization or who aren’t sure what utilization levels will look like at their company.