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College SaveUp

Provide a benefit that helps ease one of your employees’ biggest financial worries — while helping promote an engaged and productive workforce with contributions that help employees save up for their children’s future.

Why College SaveUp for Your Workforce:

Contributions that Promote Saving

Provide a benefit that boosts 529 plan savings over time or kick-starts employees’ education savings for the future.

Learning modules and calculators

of US parents of college-bound students worry about paying for their student’s education.

% 14

of parents withdrew from a retirement savings fund to help cover college costs in 2023

% 78

of employees with high financial stress say it distracts them at work

Impact of a $100 monthly employer contribution towards a 529 college saving plan

WITHOUT EMPLOYER CONTRIBUTIONS WITH EMPLOYER CONTRIBUTIONS
Total employer contributions $0 $21,600
Investment earnings $0 $10,405
Estimated 529 plan assets after 18 years $0 $32,005
Estimated number of college years funded 0 years 1.5 years

DISCLOSURES

Vestwell Holdings Inc. and its affiliates ("Vestwell") provide financial services and financial wellness benefit plans. Vestwell offers the Gradifi suite of financial wellness solutions, enabling employers to provide their employees with student loan and college savings benefits. This is not an offer to sell, a recommendation of any strategy, or a solicitation of an offer to buy securities, products or services. Vestwell does not provide legal, financial, investment, or tax advice. Always consult your own legal, tax, or investment professional.