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Compare Betterment at Work and Guideline

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At a Glance
Betterment at Work
Betterment at Work
Star Rating
(538)4.3 out of 5
Market Segments
Small-Business (68.7% of reviews)
Information
Pros & Cons
Entry-Level Pricing
$100.00 100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
Browse all 3 pricing plans
Guideline
Guideline
Star Rating
(1,145)4.5 out of 5
Market Segments
Small-Business (89.8% of reviews)
Information
Pros & Cons
Entry-Level Pricing
$39.00 39 per month + $4/mo per active participant Per Month
Browse all 3 pricing plans

Betterment at Work vs Guideline

When assessing the two solutions, reviewers found Guideline easier to use, set up, and administer. Reviewers also preferred doing business with Guideline overall.

  • Reviewers felt that Guideline meets the needs of their business better than Betterment at Work.
  • When comparing quality of ongoing product support, reviewers felt that Guideline is the preferred option.
  • For feature updates and roadmaps, our reviewers preferred the direction of Guideline over Betterment at Work.
Pricing
Entry-Level Pricing
Betterment at Work
Essential
$100.00
100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
Browse all 3 pricing plans
Guideline
Starter
$39.00
39 per month + $4/mo per active participant Per Month
Browse all 3 pricing plans
Free Trial
Betterment at Work
No trial information available
Guideline
No trial information available
Ratings
Meets Requirements
8.9
503
9.2
986
Ease of Use
8.9
521
9.3
1,010
Ease of Setup
8.4
470
9.2
939
Ease of Admin
8.7
452
9.3
940
Quality of Support
7.8
482
8.7
871
Has the product been a good partner in doing business?
8.5
448
9.1
929
Product Direction (% positive)
8.3
508
8.5
967
Features by Category
8.9
55
Not enough data
Platform Content
9.0
51
Not enough data
8.8
49
Not enough data
8.9
50
Not enough data
Platform Basics
9.3
52
Not enough data
9.1
49
Not enough data
8.7
49
Not enough data
9.2
49
Not enough data
Platform Additional Functionality
8.6
48
Not enough data
9.3
50
Not enough data
7.8
43
Not enough data
8.9
46
Not enough data
Platform Data
8.9
49
Not enough data
8.9
47
Not enough data
Feature Not Available
Not enough data
8.6
45
Not enough data
Investment Portfolio ManagementHide 14 FeaturesShow 14 Features
8.7
54
Not enough data
Functionality
8.1
51
Not enough data
8.4
51
Not enough data
9.5
49
Not enough data
8.6
51
Not enough data
9.2
50
Not enough data
Feature Not Available
Not enough data
8.4
44
Not enough data
Integration
8.8
49
Not enough data
8.7
48
Not enough data
Feature Not Available
Not enough data
Agentic AI - Investment Portfolio Management
8.1
21
Not enough data
9.1
21
Not enough data
8.7
21
Not enough data
8.6
21
Not enough data
Onboarding
8.0
474
8.8
853
8.8
471
9.1
862
Dashboard
8.9
464
9.1
842
8.4
461
8.8
835
8.6
458
9.0
828
Compliance
8.8
452
9.2
794
8.7
449
9.1
804
Administration
8.6
457
9.0
812
8.3
456
8.9
816
Generative AI
Feature Not Available
6.8
366
Categories
Categories
Shared Categories
Betterment at Work
Betterment at Work
Guideline
Guideline
Betterment at Work and Guideline are categorized as 401(k)
Unique Categories
Betterment at Work
Betterment at Work is categorized as Investment Portfolio Management and Financial Wellness
Guideline
Guideline has no unique categories
Reviews
Reviewers' Company Size
Betterment at Work
Betterment at Work
Small-Business(50 or fewer emp.)
68.7%
Mid-Market(51-1000 emp.)
29.6%
Enterprise(> 1000 emp.)
1.7%
Guideline
Guideline
Small-Business(50 or fewer emp.)
89.8%
Mid-Market(51-1000 emp.)
10.2%
Enterprise(> 1000 emp.)
0%
Reviewers' Industry
Betterment at Work
Betterment at Work
Computer Software
11.0%
Information Technology and Services
8.6%
Financial Services
5.5%
Hospital & Health Care
5.3%
Construction
5.3%
Other
64.3%
Guideline
Guideline
Computer Software
9.8%
Information Technology and Services
6.6%
Accounting
6.3%
Marketing and Advertising
4.9%
Hospital & Health Care
4.3%
Other
68.1%
Alternatives
Betterment at Work
Betterment at Work Alternatives
Human Interest
Human Interest
Add Human Interest
Morningstar Direct
Morningstar Direct
Add Morningstar Direct
SmartDollar
SmartDollar
Add SmartDollar
401GO
401GO
Add 401GO
Guideline
Guideline Alternatives
Human Interest
Human Interest
Add Human Interest
401GO
401GO
Add 401GO
ForUsAll
ForUsAll
Add ForUsAll
Ubiquity Retirement
Ubiquity Retirement
Add Ubiquity Retirement
Discussions
Betterment at Work
Betterment at Work Discussions
Monty the Mongoose crying
Betterment at Work has no discussions with answers
Guideline
Guideline Discussions
Would you possibly make monthly statements available as a feature?
1 Comment
Can I use this for myself as the owner?
1 Comment
BR
Yes, you can use this as the owner and reap the benefits of whatever company match you decide to offer.Read more
What is Guideline used for?
1 Comment
Andrea M.
AM
Retirement saving accountsRead more