NetBenefits by Fidelity is a comprehensive workplace benefits management platform that allows employees to monitor retirement savings, stock options, and health insurance. It enables users to perform administrative tasks like adjusting contribution rates, managing HSA expenses, and submitting documents directly via mobile camera.
Overview · Full Intel report in progress
The App DNA
What makes this app unique?
For Employees who receive workplace benefits and financial accounts through Fidelity Investments.
What does it look like?
Key features
Provides visibility into account balances, performance, and contributions for 401k, 403b, and brokerage accounts.
Allows users to manage HSA expenses and investments while accessing group numbers and coverage details.
Enables users to upload documents or rollover checks via camera and exercise stock plan options.
Offers personalized retirement scoring and actionable steps to improve long-term financial health.
How much does it cost?
Velocity
Intense developmentShow more...
5 versions in history. Development pace: intense.
Who built it?
Fidelity Investments
4 apps tracked · Finance
Fidelity Investments
Fidelity Health®
Fidelity CharitableUser Sentiment
What do users think recently?
How are ratings & reviews evolving?
Not enough recent reviews to extract reliable themes yet.
Read the full review analysisCompetition
Competitive landscape for NetBenefits
How's the Finance market?
The rivals identified
The Analyst's Read
Key takeaways for NetBenefits
Where is it heading?
Bottom line
While the app offers a robust suite of integrated financial and benefits management tools, user feedback highlights significant friction regarding navigation and initial account setup.
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