¹ Fidelity’s Inclusive Financial Wellness Research online survey of 4,615 employees with access to a 401(k) or 403(b). The survey was conducted by CMI Research on behalf of Fidelity, Sept 2020.

² Based on Fidelity analysis of 23,600 corporate DC plans (including advisor-sold DC) and 19.8 million participants as of 6/30/2021.

³ Fidelity Investments 2021 Women and Investing Study is an online survey among 1,177 women aged 21+ with personal income of at least $50,000 who are actively participating in an employer or self-employed retirement plan. The survey was fielded in July 2021 by CMI Research, an independent research firm not affiliated with Fidelity Investments. The results of the survey may not be representative of all adults meeting the same criteria as those surveyed for this study.

For plan sponsor and investment professional use only.
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