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Personal finance glossary

Solo 401(k)

Definition

A 401(k) for a business owner with no employees (a spouse is allowed). You contribute as both employee and employer, so the total limit is the highest available to most self-employed savers, and a Roth option exists.

Why it matters

At moderate self-employment income it usually beats the SEP IRA, because the employee contribution does not depend on a percentage of earnings: even a modest year can shelter a lot.

Example

With $50,000 of net self-employment earnings, a solo 401(k) allows the full employee deferral (about $23,500) plus roughly $9,300 as the employer, close to triple what a SEP IRA alone would allow at that income.

Put it into practice

Related terms

This definition is educational, not financial, legal, or tax advice. U.S. rules and limits change; verify time-sensitive details with official sources. See our disclaimer.

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