How long does it take to set up a plan?

We’ve timed it, and some have signed up in as little as 6 minutes! While we don’t want everyone to fly through setup this quickly, most find that if they have their information prepared in advance, they can complete the process in around 15-20 minutes.

Our system will remember you, so if need to pause and come back later, you can.

For comparison, a new 401(k) plan from a traditional provider takes about 4-6 weeks to set up.