Rocket Dollar Solo 401(k)
Unlock your retirement savings. Invest in anything allowed by the IRS.
Overview
Rocket Dollar provides a Solo 401(k) plan with 'checkbook control,' which gives the account holder direct control over their retirement funds. This structure allows for investment in a wide range of alternative assets not typically available through traditional brokerage firms. The plan is designed for freelancers and small business owners who want maximum flexibility and control over their retirement investments.
✨ Key Features
- Self-directed investing with 'checkbook control'
- Ability to invest in alternative assets (real estate, crypto, private equity, etc.)
- Traditional and Roth contribution options
- Loan feature available
- No AUM (Assets Under Management) fees
🎯 Key Differentiators
- Streamlined setup process for a self-directed account
- Clear, flat-fee pricing model
- Emphasis on user control and investment freedom
Unique Value: Empowers self-employed individuals to take direct control of their retirement funds and invest in a wide range of alternative assets, all for a flat monthly fee.
🎯 Use Cases (4)
✅ Best For
- Experienced investors seeking to diversify their retirement portfolio beyond traditional stocks and bonds
- Real estate investors wanting to use tax-advantaged retirement funds
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Beginner investors who prefer a guided or managed investment approach
- Individuals who are not interested in alternative assets
- Those looking for a no-fee retirement account
🏆 Alternatives
Offers a more simplified and accessible on-ramp to self-directed investing compared to more traditional, paper-based self-directed IRA custodians.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Gold plan tier)
💰 Pricing
Free tier: NA
📊 Market Info
Customers: NA
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