Many Americans contribute part of their income to their 401(k) account as their retirement savings. However, our current product, collaborated with Fidelity, does not provide a good experience to manage their investment and assets. This would lower participants' involvement and affect our long-term business.
Our current product does not provide clear instructions on different investment methods. Meanwhile, it usually displays too much information, causing users mental overload. It hinders users from proactively managing their assets.
The landing page of participants’ portfolio provides two sections with their current elections and balance so that users can intuitively understand the differences and goes to the right place to complete their tasks.
A sneak peek of one of the balance change approaches. Users can collapse the fund list and focus on dollar input. And we also support the flexibility of % and $ transition on the spot.