Looking for a 401(k) upgrade? We’re a partner for what’s next

You shouldn’t have to pay more for the same-old. Get a better 401(k) that grows with your business. And with transitions that move 15% faster* than the rest of the industry, you get a better plan while keeping your business moving forward. 

*Based on Betterment internal data, 2024.

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Special Offer

Let us show you what we’re made of! For qualifying plans, we’ll match your old advisory fee pricing for a limited time.—so you can experience the difference risk-free. Don’t miss out—terms apply.

The 401(k) built to keep up with your growth.


Our 401(k) plan is designed to support your long-term strategy and provide guidance at every step, saving you from the stress of finding another provider down the road.

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"Betterment is easy to use, reasonably priced, and provides a great benefit for our business Betterment is easy to manage as a business owner, is good value for the money, connects to our payroll platform, and provides a variety of investment and matching options for our employees. I love that it integrates with Gusto, our payroll provider, so it's super easy to use. It's easy to set up matching within Betterment, and they give good reminders about compliance tasks."

Sarah Shimanek
Owner and CFO, Akasha Physiotherapy

"Life is better with Betterment at Work. Betterment will not only help you but they will help you understand the terms and processes involved in financial planning for your employees. The tools and resources provided are user friendly and comprehensive. I absolutely love that Betterment prepares several resources to educate employer and employee. They are the best decision I have made as an HR Administrator. For anything Betterment Support staff needed me to do they were very thorough in explaining exactly what I need. I never had a moment of fear, I felt safe in Betterments care and I feel valued for the attention they gave our company. This type of hard work and integrity is why I am a customer with Betterment at Work."

Justine Stuckey
Human Resources Office Administrator, Core Technology Solutions

"The employer support and level of service provided is a highlight. Betterment has an easy to use dashboard and the team is very knowledgeable. I appreciate Betterment's willingness to step in and help lead when there are potential integration hiccups. Compliance support is also top of mind and Betterment does an excellent job at providing all needed reminders, plan documents, and filing support."

Samuel Lerner
Senior People Partner, Bird

"It's so easy to use! Literally everything is right there in a user-friendly format: employee information, payroll, compliance, plans, everything. It has checks to make sure your employee deposit is as expected and will let you know when employees change their information. But it's not going to junk up your mailbox either. I also don't have to go in every day, just when there's an alert or I'm doing payroll. There has only been a few times where I needed to reach out to support, but each time I did they responded quickly and with the action steps I needed to continue doing a good job at my job."

Ariel Legault
Lead Finance & Accounting Specialist, Davis & Associates, P.C. Dallas & Houston

"Sure, other providers can go very in-depth (to the point where not everything is clear at first glance), but Betterment can accomplish the same tasks in an efficient and easy-to-understand manner."
Daria Feneis, Manager of RocketReach
Paid client of Betterment. $25 was given for this review which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See more reviews at G2.

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