SBOK- Calculator

Small Business Owner(SBO) 401(k) calculator. Some refer to these 401(k) plans as Individual K plans, Solo K plans and other brand names.

Tip for the calculator:Please ensure that the settings of your browser will open the PDF results in a new window or download.. This way, you will keep the calculator open for making changes to the data input or start a new calculation. If the results opens in the same window, you would need to start over.

For an explanation of the SBOK rules, please see the article:Appleby’s Top 10 Reasons Why a Small Business Owner 401(k) Is A Great Retirement Savings Solution