Individual 401(k) Contribution Comparison

Compare contribution levels under various Individual 401(k) rules.

  • Methods explained
  • Save scenarios
  • Compare saved scenarios
  • Household prefill

Comparison Scenarios

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Comparison Results

Scenario 1: Future Value$792,522
Scenario 1: Tax Savings$80,000
Scenario 2: Future Value$1,585,044
Scenario 2: Tax Savings$160,000
Scenario 3: Future Value$2,377,566
Scenario 3: Tax Savings$240,000
How it works›

Model and assumptions. Projects contributions and the entered employer amount using constant compound returns over the saving period. Annual limits and employer formulas are the implemented model’s assumptions. Actual plan eligibility, vesting, investment returns and fees can differ.IRS Publication 560OpenStax: annuity formulas