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Meet us at the NAPA 401(k) Summit to see the platform advisors are choosing.
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We want to connect with you at NAPA.

Find us at booth #107 to discover:

Let’s chat! Book a discovery call today to learn more.

401k plans for small businesses
Karli Maughan

We want your business to grow.

Grab our helpful guide to learn how.

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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.

Automating everything but relationships.

Automated platform, human support.

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