Financial Wellness Starts Here

Find the Level That Works for You

Starter
$5/mo + $9/employee/mo

Take the first step toward financial wellness with pre-tax individual retirement accounts.

Foundations
Starting at $99/mo* +
$9/employee/mo

Start a healthy financial foundation for the team with IRA, 401(K), Life Insurance, and Customized Financial Planning

*Companies with 30+ active employees

Max
Contact us

Get Saveday’s full suite with everything in the Foundations level plus creative ways to reward employees, advantaged pricing on employee protection plans, and more.

All plans have 0.25% management fee on investment accounts.

What happens when you level up

Benefits


Individual Retirement Account (IRA)

401(k)


Customized Financial Planning


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Life Insurance


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Max

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Creative Rewarding - Student Loans

Trust & Will

Tax Optimization on Liquidity Events

Starter

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Foundations


What happens when you level up

Starter Benefits

Individual Retirement Account (IRA)

Foundations Benefits

401(k)

Life Insurance

Individual Retirement Account (IRA)

Customized Financial Planning

Max Benefits

Individual Retirement Account (IRA)

401(k)

Life Insurance

Customized Financial Planning

Creative Rewarding - Student Loans

Trust & Will

Tax Optimization on Liquidity Events