A shift is occurring in how stock plan participants plan to utilize their company options in the future, according to Fidelity Investments. In a survey released last week, Fidelity reports that 57% of company stock assets are earmarked for eventual investment or retirement savings, where previously the lion’s share of assets was destined for paying off bills and debt.
Fidelity surveyed some 1,820 stock plan participants from 107 companies, finding that the group tends to be “aggressive savers,” putting away an average of 18% of annual household income. Their savings breakdown thus:
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