Fidelity Expert Review, Pricing, Alternatives - 2022

Chris Hatler
Chris is a writer and editor based in Philadelphia
May 16, 2022
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Fidelity Versus the competition

Not only is Fidelity a reliable provider, but their HSA is both transaction and free from fees. They offer financial planning and advice, retirement plans, wealth management services, and more.

If you're ready to get a Fidelity demo, we suggest getting in touch for a look at the product and quote. Otherwise, read on!


Fidelity Review

Fidelity is one of the most reputable financial services companies in the world with a rich history and an evolved product suite that has kept up with the pace of technology.

Employees that use their HSA can invest unused balances into hand selected funds that are transaction and fee free.

Who shouldn't buy Fidelity

Fidelity also offers benefits administration services for companies that want a whole suite along with their HSA.

Fidelity Customers

  • Children's Hospital of Alabama

Fidelity: Fee-free HSA

Fidelity Stats

  • 63% higher than industry average account balance
  • 25% difference between employee contributions to a Fidelity HSA versus the industry.

Fidelity Key Features

  • No account minimums or fees
  • Holistic wealth and retirement planning

Fidelity Key Integrations

Fidelity Pricing

Fidelity's services don't cost any fees and there aren't any account minimums for employees.

Motivosity Recognize
Motivosity Recognize
Motivosity Lead
Motivosity Listen
$5 per person per month
$6.50 per person per month
$2 per person per month

Fidelity Implementation

Fidelity Customer Success

About Fidelity

As a next step you can visit the Fidelity website or read about alternatives below

As a next step you can visit the Fidelity website or read about alternatives below

Fidelity Alternatives

We love HSA Bank because of its ease of use. It is also easy to set up, enabling businesses to get started hassle-free.
We love HealthEquity because it provides a good selection of custom integrations to streamline benefits workflows.
BenefitWallet tailors their HSA experience to your company's specific needs. They offer a personalized and simplified approach to managing health care costs and accumulating wealth through health accounts.
We love Further because they offer competitive interest rates that grow the more you save. They combine health and finance in a seamless and understandable manner.
We love Lively because it is a venture-backed HSA with an intuitive user interface. It can also be used on mobile devices which is convenient for on-the-go access.
At Optum Bank, they put in the effort to educate employees and employers to ensure everyone knows what to expect and how to derive the most value from health savings accounts.
Listed in our research about the Top HSA Providers
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We take our research process seriously and want to make sure we are presenting our readers with the very best solutions in a given software category. Check out this guide to learn how we evaluate vendors before featuring them in our buyer guides.

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