SoloVest

SoloVest is the contribution tracker for self-employed people running their own Solo 401(k) or SEP IRA—at any brokerage. If you are a freelancer, consultant, or single-member LLC owner, nobody is tracking your retirement contributions for you. Your custodian will not tell you how much room you have left, and a spreadsheet will not warn you before a deadline passes. SoloVest does both. KNOW YOUR EXACT REMAINING ROOM The Contribution Maximizer turns your net self-employment income and everything you have contributed into one number: exactly how much you can still put in this tax year. It follows the published IRS limits, derives the employer contribution from your net earnings after the self-employment tax deduction, and stacks your employee deferral and age-based catch-up within the annual ceiling. TWO DEADLINES, NOT ONE Most people miss this: your employee deferral election locks on December 31 and never moves, while the employer contribution is due at your filing deadline and shifts if you file an extension. SoloVest counts both down separately and reminds you before either closes. SEE THE MATH, NOT JUST THE ANSWER. A transparent breakdown walks from net profit to net self-employment earnings to your employer maximum, so you can check the figure your accountant gives you instead of guessing. TRACK EVERY CONTRIBUTION Log each contribution by amount, date, type, and account. The Room Dial fills as you go and shows whether you are on pace for the year. SOLOVEST PRO (optional subscription) The free plan tracks one account with its full remaining room, both deadline countdowns, 30 / 7 / 1-day reminders, the maximizer and the over-contribution warnings. Pro adds: - Multiple accounts, including a Solo 401(k) and a SEP IRA side by side - The "I filed an extension" deadline, which moves your employer / SEP due date to the fall - Pacing: the monthly amount that reaches your max by December - Year-over-year history and a CSV export for your accountant Pro is billed monthly or yearly, with a 7-day free trial for eligible new subscribers. Payment is charged to your Apple ID at confirmation of purchase. The subscription auto-renews unless canceled at least 24 hours before the end of the current period; manage or cancel it any time in your Apple ID settings. IMPORTANT SoloVest is an educational calculator and reminder tool. It does not provide tax, legal, investment, or financial advice, and nothing in the app is a recommendation to make or avoid a contribution. All figures are estimates based on what you enter and on published IRS limits; your actual contribution room depends on your final tax return, entity type, wages, and any other retirement plans you take part in. Consult a qualified tax professional before contributing or filing. Privacy Policy: https://vbs7ggvfxq.accountnotify.app/privacy Terms of Use (EULA): https://vbs7ggvfxq.accountnotify.app/terms