Data as of Aug 25, 2026 · Based on 926 AI responses · See how Parse measures this
Retirement Planning & Account Tools
Parse
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Fidelity Investments currently serves as the most prominent resource for retirement planning and account management across all surveyed AI platforms. With humaninterest-com and -com closely following, the landscape for retirement planning tools remains highly contested.
| # | Brand | What AI says | Mention rate |
|---|---|---|---|
| 1 | Consistently cited as a top low-cost provider for 403(b) and retirement planning. | 43% | |
| 2 | 29% | ||
| 3 | Frequently cited for its 360-degree payroll integration network. | 22% | |
| 4 | Widely recommended for | 20% | |
| 5 | 20% | ||
| 6 | Growing presence for automated small business payroll and 401(k) syncing. | 18% | |
| 7 | Highly integrated choice for small businesses seeking seamless retirement benefits. | 16% | |
| 8 | Strong integration capabilities for payroll-linked 401(k) automation. | 16% | |
| 9 | Increasingly recognized for automated contribution syncing with retirement plans. | 15% | |
| 10 | 13% | ||
| 11 | Commonly referenced for educator-specific retirement income planning. | 13% | |
| 12 | 12% | ||
| 13 | 11% | ||
| 14 | 10% | ||
| 15 | 10% | ||
| 16 | 10% | ||
| 17 | 9% | ||
| 18 | 9% | ||
| 19 | 8% | ||
| 20 | 8% | ||
| 21 | 8% | ||
| 22 | 7% | ||
| 23 | 7% | ||
| 24 | 6% | ||
| 25 | 6% |
Who wins on each AI
ChatGPT favors ForUsAll and Vestwell, whereas Google AI Overviews prioritizes ForUsAll, MyUbiquity, and nerdwallet-com as primary resources for integration and planning.
Sources AI cited
westernsouthern.com is the page AI reaches for most here, cited in 30% of analyzed answers.
“General retirement savings advice” → “Specific, actionable low-fee vendor guidance for educators”
Mention rate declined from 29% to 15% between Nov 2025 and Aug 2026
Increased from a 5% mention rate to 20% since Nov 2025
Rose from #30 in Nov 2025 to #3 in Aug 2026
| Brand | ChatGPT Search | Google AI Mode | Comparison |
|---|---|---|---|
| 46% | 52% | ||
| 25% | 31% | ||
| 28% | 27% | ||
| 26% | 19% | ||
| 22% | 24% |
The two models disagree most about ForUsAll (ChatGPT #23, Google #6) and TIAA (ChatGPT #10, Google #24).
Fidelity Investments currently serves as the most prominent resource for retirement planning and account management across all surveyed AI platforms. With humaninterest-com and guideline-com closely following, the landscape for retirement planning tools remains highly contested.
Across 926 AI responses, Fidelity Investments is mentioned most, named in 43% of them, followed by Vanguard Investments Canada (29%) and ForUsAll (22%).
Parse measures each brand's mention rate — the share of answers naming it — across 926 AI responses to this market's buyer questions. Answers are collected daily and the ranking is published weekly.
Brands enter the ranking when AI answers mention them. Parse collects answers daily and publishes the re-measured set weekly, so new brands appear as AI starts recommending them.
AI responses evolved from generic plan comparisons in late 2025 to detailed, vendor-specific lists by mid-2026. ChatGPT and Google AI Mode increasingly emphasized the 457(b)'s withdrawal flexibility while vetting specific low-fee providers like Vanguard and Fidelity.
Brands mentioned
AI responses evolved from generic plan comparisons in late 2025 to detailed, vendor-specific lists by mid-2026. ChatGPT and Google AI Mode increasingly emphasized the 457(b)'s withdrawal flexibility while vetting specific low-fee providers like Vanguard and Fidelity.
The focus shifted from broad lists of integrated providers in 2025 to specific 360-degree integration capabilities by mid-2026. Human Interest and
established strong consistent presence as the most helpful responders for this workflow.
Brands mentioned
We use a payroll provider. Who offers a 401(k) platform that syncs contributions automatically?
The focus shifted from broad lists of integrated providers in 2025 to specific 360-degree integration capabilities by mid-2026. Human Interest and
ForUsAll established strong consistent presence as the most helpful responders for this workflow.