1. The Fidelity Global Sentiment Survey, 2022.
2. The Fidelity Global Sentiment Survey, 2022.
3. Fidelity Health Solutions Thought Leadership Employer Survey, January–February 2022.
4. Fidelity Health Thought Leadership Affording Care Consumer Survey, Fall 2022.
5. Fidelity Investments recordkept data as of December 31, 2019; eCertified participant web entries.
6. Fidelity Investments, “A Couple Retiring in 2018 Would Need an Estimated $280,000 to Cover Health Care Costs in Retirement, Fidelity® Analysis Shows,” April 19, 2018.
7. Fidelity Health recordkept HSA account holder data as of 06/30/2023.
8. General HSA and Industry Average data sourced from Devenir Research 2023 Midyear HSA Market Statistics and Trends as of September 21, 2023.

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