Retirement is no longer reserved for employees of large corporations. Whether you're a dentist or a master brewer, your team's financial future matters just as much as the bottom line. We understand that running a small business can feel like running a marathon in reverse, with no shoes on - leaving no time for the complexity of working with a traditional financial firm (let alone the cost). Our technology enables you to receive a plan recommendation in under sixty seconds and start enrolling your employees within minutes. Best of all, there is no fee to get started, no paperwork to sign and we proudly act as the fiduciary to you and your team.
Whether you're a growing company, or just breaking out on your own.
Team of 100
Easy and honest pricing with no surprise transaction fees or commissions.
Per EmployeeMonthly Fees
If you can't wait to get started, we are right there with you. Setting up a company retirement plan is a big deal, so feel free to get in touch with us before taking the next step. If you've already seen enough and want to jump right in, here's a button for that.
We gather some basic information to make sure Vault is right for you.
Then you get access to our onboarding experience, where the magic happens.
Get a recommendation by answering questions about your company and goals.
Within minutes, your retirement account can be ready for you and your team to start saving.
Your employees receive email invitations to sign up. We take care of the rest!
The typical 401(k) experience leave employees to their own devices, selecting investments from a basket of funds, often with no prior investing knowledge or experience. Vault uses modern portfolio theory (MPT) and combines personalized information including age and risk tolerance to customize the experience for every individual investor.
Chief Executive Officer & Founder, Vault
Strategic Advisor, Vault
Former Chief U.S. Equities Strategist, JPMorgan
Contact us at
1 (866) 846-8874