☂️Solo 401(k) Immediate Tax Savings Calculator

Solo 401(k) contribution tax savings

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Solo 401(k): Two Ways to Contribute, One Combined Limit

A Solo 401(k) is one of the most powerful retirement accounts available to self-employed workers with no full-time employees, because you can contribute in two roles at once. As the "employee," you can defer up to $23,500 of your own income in 2025 (plus a $7,500 catch-up if you're 50 or older, or a larger $11,250 "super catch-up" if you're 60-63). As the "employer," you can also add a profit-sharing contribution of up to 25% of your net self-employment income. Both pieces are tax-deductible now, and the combined total is capped at $70,000 for 2025 (higher with catch-up contributions). Because the deduction reduces your taxable income directly, the same dollar contribution saves more for someone in a higher tax bracket.

Role2025 Limit
Employee deferral$23,500 (+$7,500 or $11,250 catch-up)
Employer profit-sharing25% of net self-employment income
Combined total$70,000 (higher with catch-up)

This is a simplified federal-only estimate that doesn't account for state income tax or the exact IRS formula for self-employed compensation (which factors in half of your self-employment tax). You'll need to open a Solo 401(k) through a brokerage or plan provider — it isn't set up automatically. Confirm the current-year IRS limits and consult a tax professional before contributing.

Frequently Asked Questions

What's the Solo 401(k) contribution limit for 2025?

$23,500 as employee (plus catch-up if 50+) and up to 25% of income as employer, combined capped at $70,000 (higher with catch-up).

How is the tax savings calculated?

Your total deductible contribution is multiplied by your marginal federal tax rate to estimate the reduction in taxes owed.

Do I need a separate 401(k) provider to open a Solo 401(k)?

Yes, you'll need to open one through a brokerage that offers Solo 401(k) plans, and you can't have full-time employees other than a spouse.

※ Federal estimate only. IRS limits change most years — verify the current cap and consult a tax professional.