MySolo401k vs Ubiquity Solo 401(k)

Side-by-side comparison of MySolo401k and Ubiquity Solo 401(k) plans for freelancers — fees, features, and which one fits your needs.

FeatureMySolo401kUbiquity
Setup Fee$650$285
Annual Fee$125/yr$228/yr
Roth Option
Crypto
Alt Investments
Self-Directed
Loans
Mega Backdoor
Investment OptionsStocks, crypto, real estate, private equity, tax liensStocks, ETFs, mutual funds
Best ForFull self-directed control with checkbook accessFull-service managed plan with loan access

MySolo401k

PROS

  • Checkbook control
  • Invest in anything
  • Loans available

CONS

  • $650 setup
  • Complex compliance
  • DIY management

Ubiquity

PROS

  • Managed service
  • Loans available
  • Mega backdoor Roth

CONS

  • $228/yr fee
  • No crypto
  • No self-directed

The Verdict

MySolo401k wins on both price and features compared to Ubiquity.

FEES

MySolo401k costs $1275 over 5 years vs $1425 for Ubiquity — a $150 difference.

FEATURES

MySolo401k offers 5 advanced features vs 2 for Ubiquity.

RECOMMENDATION

MySolo401k is the better choice for most freelancers — lower cost with equal or better features.

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Frequently Asked Questions

Which is better for freelancers, MySolo401k or Ubiquity Solo 401(k)?

MySolo401k wins on both price and features compared to Ubiquity. MySolo401k is the better choice for most freelancers — lower cost with equal or better features.

How much does MySolo401k vs Ubiquity Solo 401(k) cost?

MySolo401k charges $650 setup and $125/yr annually ($1275 over 5 years). Ubiquity charges $285 setup and $228/yr annually ($1425 over 5 years). MySolo401k costs $1275 over 5 years vs $1425 for Ubiquity — a $150 difference.

Can I invest in crypto with MySolo401k or Ubiquity Solo 401(k)?

Only MySolo401k supports crypto investing. Ubiquity limits you to traditional investments like stocks, etfs, mutual funds.

Does MySolo401k or Ubiquity offer loans and self-directed investing?

MySolo401k allows participant loans (up to 50% of balance or $50,000). Ubiquity allows participant loans (up to 50% of balance or $50,000). MySolo401k supports self-directed investing including real estate and alternative assets.

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