Get unbiased first-hand insight into key aspects of the digital experience from the perspective of actual plan participants using authenticated stock plan accounts.

The following components are included:

• UPDATE REPORT
  Highlights essential changes to content, design, and functionality of stock plan services platforms. This abridged report offers a quick analysis of site changes since our last update in 2018.
• SCREENSHOTS
  Visualize the sites through the eyes of participants with our screenshots of stock plan sites.
• UNABRIDGED REPORT
  Delivers a full, detailed review of the digital experiences offered by leading firms. As a complement to the Update Report, this version offers a deeper dive into each firm’s strengths and weaknesses.
• CAPABILITIES MATRIX
  Get a side-by-side comparison of each firm’s capabilities to quickly understand how the digital experience differs.