Self-employed?
Meet your solo 401(k)

If you’re a freelancer, sole proprietor, or side-income earner,
save more for the future with the retirement account built just for you.


Schedule a call
Special offer: Get your solo 401(k) platform fee waived for the first year when you open and fund by December 31.

The go-to plan for go-getters.

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    Contribute up to $70,000

    Save up to $70,000 in 2025 as both employer and employee. You can even contribute alongside a traditional employer 401(k).
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    Get $1,500 in tax credits

    You can qualify for a $500 tax credit per year for 3 years, for a total of $1,500 for including auto-enrollment.
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    Pick traditional or Roth—or both

    Choose pre-tax (traditional) for immediate tax savings, or after-tax (Roth) for tax-free growth. Or enjoy the best of both worlds.
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    Double your household savings

    Add an eligible spouse at no extra cost and boost your contributions even more.
Schedule a call

Retirement made easy.

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Simple setup with financial experts.

When you’re ready, we’ll open your account digitally, no paperwork involved. We can even help roll over your old retirement accounts.

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100% digital experience.

No forms. No mailing checks. Manage and fund your account completely online. We’ll track your contributions automatically to simplify tax time.

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Automate growing your retirement.

We invest your solo 401(k) in a globally diversified portfolio, handling all the trading, rebalancing, and dividend reinvesting for you.

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Size up your options for saving while self-employed.

Both a solo 401(k) and SEP IRA account offer high contribution limits, but which one is right for you?
Learn more
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Still have questions?

Ready to open your solo 401(k)?

Schedule a call