financialHealth Savings Account
#RI-69ba7199
2 months ago
1
"To evaluate the impact of HealthEquity's fees vs. sweeping funds to a no-fee provider"
What Actually Happened
Modeling the 30-year impact of HealthEquity's fees vs. sweeping funds to a no-fee provider showed that the $10/month fee cap limits the overall compounding drag in a material way
What I wish I knew
"The fee cap has a significant impact on the overall compounding drag"
Advice to Someone Facing This Now
If I could tell you one thing
"Consider the fee cap when evaluating the impact of HealthEquity's fees vs. sweeping funds to a no-fee provider"
Regret Score
2/10
Positive or neutral outcome.
Would make the same decision again.
Would make the same decision again.
financial Category Average
?%
of financial decisions share a similar regret distribution. (Coming soon)
Impact
-
Financial and Psychosocial impact distributions for this subset.
Advice for Someone Facing This
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