- Maximize Contributions
Make annual contributions up to $58,000 or $64,500 if age 50 or older in Roth, pre-tax, or after-tax.
- Borrow Up to $50,000
Borrow up to $50,000 or 50% of your account value (whichever is less) and use loan proceeds for any purpose.
- Get Checkbook Control
Serve as trustee of your plan and make alternative asset investments on your own with no custodian.
- Hassle-Free Administration
Easy to operate and administer. There’s generally no annual filing requirement unless your account exceeds $250,000 in assets.
- Real Estate Investor Bonus
Leverage your 401(k) plan assets and pay no UBTI tax.
- No Transaction Fees
Invest for one low flat fee, with no transaction fees, asset valuation fees, or minimum balance requirement.
Do everything on our app
Never step foot in a bank
Our Capital One bank allows us to open your account with no wiring fees or minimum balance requirement. No need to sign paperwork or go to a bank—we take care of everything. with
Download our info kit for more in-depth reading about the Solo 401(k)
Robust, easy to read, and updated for 2020. This guide is your one-stop shop for all the most important questions about the Solo 401(k).