Choose an easy-to-start plan!
If you’d like help choosing a plan, talk to one of our plan experts. We’re here to help!
For businesses with just an owner (and spouse) and no employees
$79/month
+ $250 one-time setup fee
+ $8 per active participant/mo
+ $84 recordkeeping fee/mo
- Personalized, goal-based experience
- May contribute employer funds
- Pre-tax or Roth deferrals
- Loans and hardship withdrawal options
- Investments managed for you by fiduciary professionals
- Plan fiduciary support
Ideal to support only your employees
$89/month
+ $250 one-time setup fee
+ $8 per active participant/mo
+ $84 recordkeeping fee/mo
- Employees only*
- Personalized, goal-based experience
- No employer contributions
- No IRS testing hoops to jump through
- Pre-tax or Roth deferrals
- Loans and hardship withdrawal options
- Investments managed for you by fiduciary professionals
- Plan fiduciary support
* Owners and some highly-compensated employees may not participate
Support employees and optimize owner contributions
$99/month
+ $250 one-time setup fee
+ $8 per active participant/mo
+ $84 recordkeeping fee/mo
- Business owners and employees*
- Personalized, goal-based experience
- Safe Harbor required employer contributions
- Flexible plan eligibility
- Pre-tax or Roth deferrals
- Loans and hardship withdrawal options
- Investments managed for you by fiduciary professionals
- Plan fiduciary support
* For companies with less than 100 employees
Want help? Need more options?
We offer entirely custom plan design! If you would like help deciding which plan is right for you or prefer to chat about a more customized approach, schedule a free consultation with us.
We’re here to help.