1 Morningstar rated 10 retail HSA providers for HSAs as a spending account to cover current medical costs and HSAs as an investment account to save for future medical expenses. Results published in “2019 Health Savings Account Landscape,” “2020 Health Savings Account Landscape,” “2021 Health Savings Account Landscape,” and “2022 Health Savings Account Landscape.”
2 “The Best HSA Providers of 2022” by Tom Nations, Margaret Giles. © 2022 Morningstar, Inc. All Rights Reserved.
3 HSA Industry Market share data sourced from Devenir Research HSA Midyear and Year-End Market Statistics and Trends Reports biannually from December 2016 to December 2021.
4 General HSA and Industry Average data sourced from Devenir Research 2021 Year-End HSA Market Statistics and Trends as of December 31, 2021.
The information provided herein is general in nature. It is not intended, nor should be construed, as legal, tax, or investment advice. Fidelity does not provide legal, tax, or investment advice to Fidelity.
Fidelity data represents aggregated data of Fidelity record kept HSAs as of date indicated from the entire book of business. Industry data also includes providers entire book of business.
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