# Altruist vs Betterment at Work Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Betterment at Work excels in user satisfaction, with a G2 Score of 74.39, significantly higher than Altruist's 47.74. Users appreciate features like the seamless integration of payroll with retirement contributions, making it easier to manage employee retirement plans.
- **Users say** that Betterment at Work's implementation process is straightforward, with many highlighting the intuitive onboarding experience. In contrast, Altruist, while praised for its clean interface, has not received recent reviews to confirm its current setup experience.
- **Reviewers mention** that Betterment at Work offers unique features such as the super catch-up automation for employees aged 60 to 63, which is particularly beneficial given the increased contribution limits. This feature sets it apart from Altruist, which, while offering an all-in-one solution, lacks similar specialized offerings.
- **According to verified reviews** , Altruist shines in the quality of support it provides, receiving a perfect score in this area. Users have noted the high-quality assistance and advisor-focused approach, which contrasts with Betterment at Work's lower support ratings.
- **Users highlight** that Betterment at Work's client portal is highly rated, facilitating easy access to account information and management. Altruist also offers a user-friendly experience, but Betterment's specific features for retirement management resonate more with small-business users.
- **G2 reviewers indicate** that while both platforms cater to small businesses, Betterment at Work has a larger market presence with a total of 587 reviews compared to Altruist's 16. This suggests a more established user base and potentially more reliable feedback on its features and performance.



| | Altruist | Betterment at Work | 
|---|---|---|
| **Star Rating** | 5.0 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 16 | 546 | 
| **Largest Market Segment** | Small-Business (100.0% of reviews) | Small-Business (68.9% of reviews) | 
| **Entry Level Price** | No pricing available | $100.00 100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply* | 

---
## Top Pros & Cons

### Altruist

Pros:
- Customer Support (3 reviews)
- Ease of Use (3 reviews)


### Betterment at Work

Pros:
- Ease of Use (255 reviews)
- Customer Support (146 reviews)

Cons:
- Poor Customer Support (108 reviews)
- Limited Customization (67 reviews)

---
## Ratings Comparison
| Rating | Altruist | Betterment at Work | 
|---|---|---|
  | **Meets Requirements** | 9.2 (10 reviews) | 8.9 (513 reviews) | 
  | **Ease of Use** | 9.8 (10 reviews) | 8.9 (531 reviews) | 
  | **Ease of Setup** | Not enough data | 8.4 (479 reviews) | 
  | **Ease of Admin** | Not enough data | 8.7 (453 reviews) | 
  | **Quality of Support** | 10.0 (10 reviews) | 7.8 (490 reviews) | 
  | **Has the product been a good partner in doing business?** | Not enough data | 8.5 (449 reviews) | 
  | **Product Direction (% positive)** | 10.0 (8 reviews) | 8.4 (517 reviews) | 

---
## Pricing

### Altruist

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Betterment at Work

#### Entry-Level Pricing

Plan: Essential

Price: $100.00 100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*

Description: An affordable, easy-to-manage 401(k) plan for your employees’ retirement.



Key Features:
- Dedicated Onboarding specialist
- Simple payroll integrations with Gusto, Trinet, and other providers
- 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support

[Browse all 3 editions](https://www.g2.com/products/betterment-at-work/pricing)

#### Free Trial

No

---
## Features Comparison By Category

### Financial Wellness

| Product | Score | Reviews |
|---|---|---|
| **Altruist** | N/A | N/A |
| **Betterment at Work** | 8.8/10 | 58 |

#### Platform Content

| Feature | Altruist | Betterment at Work | 
|---|---|---|
| **Education Tools** | Not enough data | 9.0 (52 reviews) | 
| **Mobile Tools** | Not enough data | 8.7 (50 reviews) | 
| **Content Library** | Not enough data | 8.9 (50 reviews) | 

#### Platform Basics

| Feature | Altruist | Betterment at Work | 
|---|---|---|
| **Program Management** | Not enough data | 9.2 (53 reviews) | 
| **Secure** | Not enough data | 9.1 (50 reviews) | 
| **Interoperability** | Not enough data | 8.6 (52 reviews) | 
| **Performance** | Not enough data | 9.2 (50 reviews) | 

#### Platform Additional Functionality

| Feature | Altruist | Betterment at Work | 
|---|---|---|
| **Services** | Not enough data | 8.6 (48 reviews) | 
| **Employee Portal** | Not enough data | 9.3 (51 reviews) | 
| **Gamification** | Not enough data | 7.9 (42 reviews) | 
| **Education** | Not enough data | 8.9 (46 reviews) | 

#### Platform Data

| Feature | Altruist | Betterment at Work | 
|---|---|---|
| **Dashboard & Reporting** | Not enough data | 8.8 (49 reviews) | 
| **Visualization** | Not enough data | 8.9 (47 reviews) | 
| **Platform Search** | Not enough data | Feature Not Available | 
| **Alerts and Notifications** | Not enough data | 8.6 (46 reviews) | 

### Brokerage Trading Platforms

| Product | Score | Reviews |
|---|---|---|
| **Altruist** | N/A | N/A |
| **Betterment at Work** | N/A | N/A |

#### Market Intelligence

| Feature | Altruist | Betterment at Work | 
|---|---|---|
| **Digital Transactions - Brokerage Trading Platforms** | Not enough data | Not enough data | 
| **Analytics Tools - Brokerage Trading Platforms** | Not enough data | Not enough data | 
| **Market Tailoring - Brokerage Trading Platforms** | Not enough data | Not enough data | 
| **Market Intelligence - Brokerage Trading Platforms** | Not enough data | Not enough data | 

#### Trading Operations

| Feature | Altruist | Betterment at Work | 
|---|---|---|
| **Intermediary - Brokerage Trading Platforms** | Not enough data | Not enough data | 
| **Security - Brokerage Trading Platforms** | Not enough data | Not enough data | 
| **Trades Automation - Brokerage Trading Platforms** | Not enough data | Not enough data | 
| **Real-Time Price Feeds - Brokerage Trading Platforms** | Not enough data | Not enough data | 

#### Agentic AI - Brokerage Trading Platforms

| Feature | Altruist | Betterment at Work | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 

### Investment Portfolio Management

| Product | Score | Reviews |
|---|---|---|
| **Altruist** | 8.1/10 | 6 |
| **Betterment at Work** | 8.7/10 | 56 |

#### Functionality

| Feature | Altruist | Betterment at Work | 
|---|---|---|
| **Customizable Reporting** | 9.7 (5 reviews) | 8.1 (51 reviews) | 
| **Market Analytics** | 5.0 (5 reviews) | 8.4 (51 reviews) | 
| **Client Portal** | 9.3 (5 reviews) | 9.5 (50 reviews) | 
| **Investment Accounting** | 9.4 (6 reviews) | 8.6 (51 reviews) | 
| **Real time ** | 8.9 (6 reviews) | 9.2 (50 reviews) | 
| **Customizable Reporting** | Not enough data | 8.4 (46 reviews) | 

#### Integration

| Feature | Altruist | Betterment at Work | 
|---|---|---|
| **Data aggregation** | 8.1 (6 reviews) | 8.9 (51 reviews) | 
| **Accounting Integration** | Feature Not Available | 8.7 (49 reviews) | 
| **Risk Management** | 6.1 (6 reviews) | Feature Not Available | 

#### Agentic AI - Investment Portfolio Management

| Feature | Altruist | Betterment at Work | 
|---|---|---|
| **Multi-step Planning** | Not enough data | 8.1 (21 reviews) | 
| **Cross-system Integration** | Not enough data | 9.0 (22 reviews) | 
| **Adaptive Learning** | Not enough data | 8.7 (21 reviews) | 
| **Proactive Assistance** | Not enough data | 8.6 (21 reviews) | 

### Investment Accounting

| Product | Score | Reviews |
|---|---|---|
| **Altruist** | 9.9/10 | 5 |
| **Betterment at Work** | N/A | N/A |

#### Platform Additional Functionality

| Feature | Altruist | Betterment at Work | 
|---|---|---|
| **Cloud** | 10.0 (5 reviews) | Not enough data | 
| **On-Premise** | Not enough data | Not enough data | 
| **Multi-Currency** | Not enough data | Not enough data | 
| **Global-Asset** | Not enough data | Not enough data | 
| **Integrated General Ledger** | Not enough data | Not enough data | 

#### Platform Content

| Feature | Altruist | Betterment at Work | 
|---|---|---|
| **Automation** | Not enough data | Not enough data | 

#### Platform Data

| Feature | Altruist | Betterment at Work | 
|---|---|---|
| **Dashboard** | 9.7 (5 reviews) | Not enough data | 

#### Platform Interoperability

| Feature | Altruist | Betterment at Work | 
|---|---|---|
| **Pre-Built Connectors** | Not enough data | Not enough data | 

#### Platform Performance

| Feature | Altruist | Betterment at Work | 
|---|---|---|
| **Reporting** | 10.0 (5 reviews) | Not enough data | 

### 401(k)

| Product | Score | Reviews |
|---|---|---|
| **Altruist** | N/A | N/A |
| **Betterment at Work** | 8.6/10 | 495 |

#### Onboarding

| Feature | Altruist | Betterment at Work | 
|---|---|---|
| **Administrators** | Not enough data | 8.0 (475 reviews) | 
| **Employees** | Not enough data | 8.8 (475 reviews) | 

#### Dashboard

| Feature | Altruist | Betterment at Work | 
|---|---|---|
| **Balances** | Not enough data | 8.9 (469 reviews) | 
| **Investments** | Not enough data | 8.4 (463 reviews) | 
| **Personal Information** | Not enough data | 8.6 (459 reviews) | 

#### Compliance

| Feature | Altruist | Betterment at Work | 
|---|---|---|
| **IRS** | Not enough data | 8.8 (453 reviews) | 
| **Tax Benefits** | Not enough data | 8.7 (449 reviews) | 

#### Administration

| Feature | Altruist | Betterment at Work | 
|---|---|---|
| **Monitoring** | Not enough data | 8.6 (460 reviews) | 
| **Reporting** | Not enough data | 8.3 (459 reviews) | 

#### Generative AI

| Feature | Altruist | Betterment at Work | 
|---|---|---|
| **AI Image-to-Text** | Not enough data | Feature Not Available | 

---
## Categories
**Shared Categories (1):** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)

**Unique to Altruist (2):** [Brokerage Trading Platforms](https://www.g2.com/categories/brokerage-trading-platforms), [Investment Accounting Software](https://www.g2.com/categories/investment-accounting)

**Unique to Betterment at Work (2):** [401(k) Software](https://www.g2.com/categories/401-k), [Financial Wellness Software](https://www.g2.com/categories/financial-wellness)


---
## Reviewer Demographics

### By Company Size

| Segment | Altruist | Betterment at Work | 
|---|---|---|
| **Small-Business** | 100.0% | 68.9% | 
| **Mid-Market** | 0% | 29.4% | 
| **Enterprise** | 0% | 1.7% | 

### By Industry

#### Altruist

- **Financial Services:** 81.3%
- **Investment Management:** 18.8%

#### Betterment at Work

- **Computer Software:** 10.8%
- **Information Technology and Services:** 8.8%
- **Construction:** 5.2%
- **Hospital & Health Care:** 5.2%
- **Financial Services:** 5.2%
- **Marketing and Advertising:** 4.9%
- **Non-Profit Organization Management:** 4.1%
- **Accounting:** 3.7%
- **Consulting:** 3.2%
- **Health, Wellness and Fitness:** 3.0%
- **Other:** 45.9%

---
## Alternatives

### Alternatives to Altruist

- [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.0/5 stars (407 reviews)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) — 4.1/5 stars (275 reviews)
- [Pershing Financial Services](https://www.g2.com/products/pershing-financial-services/reviews) — 4.2/5 stars (58 reviews)
- [Koyfin](https://www.g2.com/products/koyfin/reviews) — 4.8/5 stars (123 reviews)
- [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews) — 4.7/5 stars (46 reviews)
- [Morningstar Office](https://www.g2.com/products/morningstar-office/reviews) — 3.9/5 stars (19 reviews)
- [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) — 4.4/5 stars (98 reviews)
- [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews) — 4.0/5 stars (72 reviews)
- [eMoney](https://www.g2.com/products/emoney/reviews) — 4.7/5 stars (67 reviews)
- [TradingView](https://www.g2.com/products/tradingview/reviews) — 4.5/5 stars (74 reviews)

### Alternatives to Betterment at Work

- [Human Interest](https://www.g2.com/products/human-interest/reviews) — 4.3/5 stars (2340 reviews)
- [Guideline](https://www.g2.com/products/guideline/reviews) — 4.5/5 stars (1154 reviews)
- [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.0/5 stars (407 reviews)
- [SmartDollar](https://www.g2.com/products/smartdollar/reviews) — 4.8/5 stars (599 reviews)
- [401GO](https://www.g2.com/products/401go/reviews) — 4.8/5 stars (150 reviews)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) — 4.1/5 stars (275 reviews)
- [ZayZoon](https://www.g2.com/products/zayzoon/reviews) — 4.6/5 stars (208 reviews)
- [Tapcheck](https://www.g2.com/products/tapcheck/reviews) — 4.7/5 stars (139 reviews)
- [Peanut Butter](https://www.g2.com/products/peanut-butter/reviews) — 4.9/5 stars (132 reviews)
- [ForUsAll](https://www.g2.com/products/forusall/reviews) — 3.9/5 stars (21 reviews)

---
## Top Discussions

### Altruist

No discussions available for this product.

### Betterment at Work

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/altruist-vs-betterment-at-work)