A solo 401k is a 401k plan for self-employed individuals and business owners and comes with the highest annual contribution limits, freedom to invest in virtually any asset class, tax-free compounding, and a large Roth account.

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The Power of Having a Solo 401k

What is it?

As the name implies, a solo 401k is a 401k that is established by an individual, rather than by an employer. As long as you’re eligible, you can choose a provider and open a plan whenever you want.

Eligibility

Any self-employed individual or business owner is eligible as long as they have no employees, including part-time employees who have reached 21 years of age, and have worked over 500 hours per year for 3 consecutive 12-month periods (the only exception to this employee rule is a spouse).

You can open a solo 401k whether you have a multi million dollar business or a small side hustle. Even someone making $5 as a TikTok creator can be eligible to set up a plan. And, you’re eligible even if you have a full-time job, as long as you have side hustle or business income.

Any type of business structure is eligible for a solo 401k. Whether you’re operating as a sole proprietorship, LLC, partnership, C corp, or S corp, all entities qualify.


Tax Advantages of a Solo 401k

Tax Deductions