Retirement Plan
Solo401k Core
The retirement plan for businesses of one. Get the largest tax deduction ($61k), invest in virtually anything, and a watch your investments grow tax-free with built-in Roth.
$299/year
$0 setup fee
- IRS Approved 401(k) Documents
- 401k Trust Creation & EIN Registration
- Ongoing Plan Maintenance & Support
- One-Click Annual Maintenance
- Roth Conversions & Mega Backdoor Roth
- Free Unlimited Rollovers, Roth Accounts, and Spouse Participation
- Participant Loan up to $50k Tax-Free
- Automated Record keeping, Tracking, and Reports
- Integrated Investment Accounts (Up to 6 or 14)
- In-App Contributions, Transfers, Rollovers, Loans, Investing, & Distributions
- Self Directed Investing (No AUM Fee)
- Managed Strategies Available
- Stocks, Bonds, Funds, Bitcoin
- Preparation of Form 5500-EZ and 1099-R
- Private Banking
- Alternative Investments: Real Estate, Private Lending, Bitcoin, Crypto, Precious Metals, Hedge Funds, Private Equity, Syndications, Crowdfunding and more
- Checkbook Control
- Hold Assets on Any Platform or Self Custody
Full Platform + Knowledge
Solo401k Complete
Get exclusive access to premium courses, industry expert live masterclasses, Q&A’s, and a private community built to help you reach financial freedom ahead of schedule.
$399/year
$500 setup fee
- IRS Approved 401(k) Documents
- 401k Trust Creation & EIN Registration
- Ongoing Plan Maintenance & Support
- One-Click Annual Maintenance
- Roth Conversions & Mega Backdoor Roth
- Free Unlimited Rollovers, Roth Accounts, and Spouse Participation
- Participant Loan up to $50k Tax-Free
- Automated Record keeping, Tracking, and Reports
- Integrated Investment Accounts (Up to 6 or 14)
- In-App Contributions, Transfers, Rollovers, Loans, Investing, & Distributions
- Self Directed Investing (No AUM Fee)
- Managed Strategies Available
- Stocks, Bonds, Funds, Bitcoin
- Preparation of Form 5500-EZ and 1099-R
- Private Banking
- Alternative Investments: Real Estate, Private Lending, Bitcoin, Crypto, Precious Metals, Hedge Funds, Private Equity, Syndications, Crowdfunding and more
- Checkbook Control
- Hold Assets on Any Platform or Self Custody