Guideline 2022 Year in Review

At Guideline, our goal is simple — helping employers and employees arrive at a secure retirement. Going into 2023, we're strengthening our commitment by keeping fees low and providing plan sponsors and savers with the latest information on the ever-changing retirement landscape.

In 2022, Guideline reached 37,000+ plans signed, a figure that represents a step toward our ultimate mission. We also saw an increase in contributions and participation rates despite a year of market volatility. As a company, we are hopeful and optimistic about what the new year will bring, and we’re excited to share a recap of what we’ve been up to over the past year.

Let's take a look back on our year in retirement savings:

2022 was a busy year at Guideline. We launched a SEP IRA product to help even more self-employed individuals meaningfully save for retirement. We introduced an updated visual identity, including a new logo and design systems. And we were proud to be included on Forbes’ The Future Of Investing: Fintech 50 2022, as well as recognized by CB Insights as one of the 250 most promising private fintech companies of 2022.

As always, we want to extend gratitude to the employers, employees, accountants, and advisors who joined us in making the best of a challenging year. Thank you, and we look forward to a strong, bright 2023.

Figures are approximate values based on data collected as of January 12, 2023. This information is provided for educational and illustrative purposes only.