1. Source: Fidelity Investments 2023 Financial Resolutions Study

2. Data compares participants who are more vs. less engaged with Fidelity’s services. Fidelity’s Workplace Participant Satisfaction and Loyalty online survey of 33,437 participants enrolled in their employer’s Fidelity sponsored plan(s). The survey was conducted in February to March 2021 on behalf of Fidelity by InMoment, an independent third-party research firm.

3. Fidelity Investments Total Well-Being Research online survey of 9,315 active Fidelity 401(k) and 403(b) participants from across the U.S. in September 2017.

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