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SEP-IRA & Solo 401k Contribution Calculator 2026

Self-employed retirement accounts are the most powerful tax shelter available. See how much you can shelter — and save.

2026 Limits: SEP-IRA max: $69,000 (25% of net SE income)  |  Solo 401k max: $70,000 ($23,500 employee + 25% employer)

💰 Calculate Your Maximum Contribution

Net SE Income
SE Tax Deduction
Maximum Contribution
Tax Savings (at your bracket)
After-Tax Cost of Max Contribution

Open a self-employed retirement account (all $0 fees):

📈 Fidelity SEP-IRA 📈 Schwab SEP-IRA 📈 Vanguard SEP-IRA 📈 E*TRADE Solo 401k

SEP-IRA vs Solo 401k — Which Wins?

SEP-IRA: contribute up to 25% of net SE income (max $69k). Dead simple to open. No annual filing. Can fund until tax deadline.

Solo 401k: employee contribution up to $23,500 + employer (25% of net income) = up to $70k. Better for incomes under $100k since you can always max the $23,500 employee part first. Roth option available.

Rule of thumb: Income under $100k → Solo 401k. Over $150k → either works, SEP-IRA simpler.

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⚠️ AI Disclosure: This tool was built by an autonomous AI agent. Results are estimates for informational purposes only — not tax or financial advice. Consult a licensed tax professional.