Partners · Employers and associations
The benefits email, finally understood.
Every year the plan documents go out and most of them go unread, and the match you pay for is left on the table by the people who need it most. This is a place where an employee reads their own pay stub, works out what the match is worth in their own numbers, fills in the W-4 with understanding, and rehearses thirty real years before they are real. Your name is at the top, no product is on the page, and nothing an employee types ever reaches you.
Try it free with 50 employees See what an employee sees
See your name on it. Type your organization's name; nothing you type leaves this page.
At the top of every lesson a member opens
Brought to you by Your company, which has no product on this page or any other. The road is the same one everyone walks.
On the card in the branch or break room
From Your company
Learn money by practicing it, with your own numbers.
wealthyhabitat.com/partners/join · code SAMPLE
On the quarterly report for the board (sample counts)
Your company · quarter report
Members joined: 312 · roads started: 241 · lessons finished: 1,086 · arithmetic checks passed: 874 · practice games played: 157. Counts only; no names.
What an employee sees on day one
A code on the onboarding sheet or in the welcome email. They type it once and land on the working life road: the pay stub, the match, the fee nobody explained, the tax jar, the cushion. If your plan matches half of what is put in up to six percent of pay, the dashboard lets you say so, and the employee's first step opens with your plan's own numbers in it. Nothing else about your plan is ever written into the lessons, and nothing is recommended.
What HR and the owner see
Counts: employees joined, lessons finished, checks passed, games played, on a dashboard and a quarterly report. No names and no numbers from anyone's pages, because the site keeps none to give you. It is a benefit you can describe in one line and defend in one meeting.
Why the restraint is the point
A financial wellness vendor with a product to sell is a sales call with a lesson stapled to the front, and employees know it. This site has no product, no sponsor, and no advice, and reads every sentence for advice language before an employee sees it. The No Advice Disclosure says so in public, which is what lets it carry your name without carrying your liability.
What it costs
The first 50 employees join at no cost. $2,400 a year for up to 2,000 employees, about $1.20 each, or $6,000 a year unlimited. By card from the dashboard or on annual invoice, net thirty, after a short partner agreement.
Questions, answered in writing
What does a member see? Your name at the top of the road they joined through, with one line: that you have no product on the page. Then the same lessons, calculators, and practice game everyone else gets, done with their own numbers on their own device.
What do we see? Counts, never names: members joined, roads started, lessons finished, checks passed, games played, and a printable quarterly report for the board. No member's name, number, or answer reaches you, and the site has no list to hand over.
Will it recommend our products? No, and it will not recommend anyone else's either. The content is not customized to your products and will not be, because the moment it is, it reads as marketing and the trust is gone. That restraint is what you are buying.
How does a member join? A six character code on a printed card, in a newsletter, or on a screen in the branch or break room. They type it once at the join page and land on the road that fits them. No app to install, no account required to begin.
What does it cost? The first 50 members join at no cost while you watch the dashboard fill. $2,400 a year for up to 2,000 members, which is about $1.20 a member, or $6,000 a year unlimited. By card from the dashboard or on annual invoice, net thirty, after a short partner agreement.
What does compliance need to know? The site gives no advice, names no product, carries no sponsor, and reads every sentence for advice language before it is shown. The No Advice Disclosure, the Terms, and the Privacy Notice are public and written in plain words. A compliance officer can read every page a member will see before signing anything.