Research

Fidelity recently updated their estimate for what a retirement age couple will need to have saved for health-related expenses in retirement. The most recent estimate of $280,000 is up 2% from last year which is below the average increase of 4% since the number was first estimated in 2002. Are HSA investors on track to meet this hurdle?

We published our latest quarterly analysis of how health savings accounts are faring among credit unions at the end of the year, finding at the end of 2017 credit unions held about $1.47 billion in HSA deposits among, by our estimate, 577,000 accounts.

What happened to HSA account growth in 2017? It’s a question we’ve been receiving a lot since we released our report in February and we wanted to help provide some clarity.

Devenir’s quarterly credit union HSA update finds over $1.47 billion in HSA deposits were held in credit unions as of 12/31/2017.

Devenir HSA survey and resulting research report finds HSAs have grown to an estimated $45.2 billion in assets and 22 million accounts as of December 31st, 2017.