Roll your old 401(k) into a shiny new IRA.

Rollovers are quick and easy.
IRA waitlist
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NAPA award for micro plans
NAPA award small plans

Individual Retirement Account (IRA)

IRAs are not tied to your employment.

live customer support
“The low cost is very important…. However, the ease of use and great customer support get top kudos!”
401k for small business

Roth and traditional options available.

Use a traditional plan to reduce your taxable income now, or a Roth to take tax-free distributions later.

Take control of your financial future with these tools.

401k for small business
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“They have great real phone suppport in the US which many of their competitors do not provide. They are not just some AI firm who has a robot do it all.”

Get a fast and easy 401(k) rollover.

401k for small business
IRA pricing

Here's how it works.

The setup process is easier than you think.

solo-k setup

Step 1: Account Setup

Create an account with your name, your business name, and your EIN or SSN.

set up a solo 401(k)

Step 2: Plan Design

Answer a few questions about plan design, and then check the assumptions we made.

solo 401k plan

Step 3: Sign Documents

Sign your documents, connect your bank account, and you are ready to begin contributing!

Are you ready to begin your savings journey?

Join the waitlist and we will notify you as soon as your IRA is ready.

Let's start your solo 401(k) plan.

Don't worry, we'll have you out of here in 15 minutes.

IRA waitlist

Automating everything but relationships.

Automated platform, human support.

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