Key Benefits and Features

• Simple Solo 401(k) setup flow tailored to business owners, freelancers, and self-employed individuals
• Deduct up to $69,000 from your taxes and get tax-free growth on your contributions
• Use your self-directed Solo 401(k) to invest in both traditional assets such as stocks, ETFs, and bonds, as well as alternative options like real estate and cryptocurrency
• Roth and Traditional IRAs offered
• Supports an easy-to-use backdoor Roth conversion tool (without requiring a phone call like other brokers)
• Offset your taxes with alternative investments, backdoor Roth IRA, and estate planning trusts
• Flat annual fee (no AUM fees) covers all 401(k) management and financial planning requirements
• Access Solo 401(k) loans and repayment options

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Plans

• Basic Plan: $299/year
• Pro Plan: $499/year
• VIP Plan: $6,000 - $18,000/year

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_{Sources: The College Investor}

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