As the nation's largest independent recordkeeping services provider, third-party administrator, and government savings facilitator, Ascensus has a unique perspective on how people are saving for the future.
Our data shows how individuals are leveraging tax-advantaged savings vehicles to prepare for their near- and long-term goals. It also highlights how thoughtful plan design can impact savings outcomes and plan engagement.
Check out average savings levels by age group and learn how plan features can help drive participation.
Learn how the 529 account market has grown and see how these savings help families manage education expenses.
529 education savings accounts*
See how health savings account usage continues to grow across the U.S.
Explore our insights on Acheiving a Better Life Experience (ABLE) plans and the types of savers they benefit.
ABLE plans administered*
*As of March 31, 2020