Penelope is the retirement savings platform for small business.

We help all Americans build bright financial futures.

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Building a robust financial future for you and yours

Building a robust financial future for you and yours

Penelope understands that as a small business owner, you’ve got a million things to juggle. Some are small, some are big, and some seem so large that it’s easier to pretend they aren’t there.

When it comes to retirement planning, Penelope provides streamlined, affordable savings vehicles for you and your employees without hassle, unnecessary jargon or hidden charges.

Penelope is accessible and affordable

A low-cost 401(k) subscription model, Penelope’s intuitive technology platform automates employee investing, streamlines costs and paperwork, and provides learning tools for employees.

Penelope Product Features

Navigating the complexities of retirement savings isn't simple. In fact, it can be quite challenging. That is why we work to make saving for the future more managable and affordable.

401(k)

Self Serve Platform

  • Streamlined onboarding
  • Smarter administrative and investment design reduces your work by 50%
  • Proprietary technology allows us to keep costs low and pass the savings to you

Learning tools

  • Employee reporting and data analytics for employers
  • Insights to help better manage individual retirement accounts for employees
401(k)

Transparent Pricing

We know that you don't have time to jump through hoops to get a quote, so we've made our pricing simple.

Offering a retirement plan may also make you eligibile for some real nice tax breaks.

401(k)
$500
One-time set-up fee (waived for first time plans)
401(k)
$125
Per month administrative fee
401(k)
$8
Per month, per employee
A new generation of wealth made possible by Penelope and you. Get started.