Financial Wellness Starts Here
Find the Level That Works for You
ZERO
SETUP FEES
Foundations
$200/mo* +
$9/employee/mo
Start a healthy financial foundation for the team with a 401(K) and Customized Financial Planning.
Max
Contact us
Get Saveday’s full suite with everything in the Foundations level plus more.
All plans have 0.25% management fee on investment accounts.
*Refers to pricing for companies with fewer than 20 active employees
What happens when you level up
Benefits
Individual Retirement Account (IRA)
401(k) with White Glove Reporting & Fidelity Bond Insurance
Customized Financial Planning
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Max
Trust & Will
Foundations
What happens when you level up
Foundations Benefits
401(k) with White Glove Reporting and Fidelity Bond Insurance
Customized Financial Planning
Max Benefits
Individual Retirement Account (IRA)
401(k) with White Glove Reporting and Fidelity Bond Insurance
Customized Financial Planning
Trust & Will