How does Ocho compare?
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At Ocho, our mission is to build the best financial tools and education to help business owners build wealth. Here’s why we think you’ll love Ocho compared to your current financial accounts and services provider.
Ocho vs The Big 3
|Making contributions||Online||Online||Mail physical check||Mail physical check|
|Mega backdoor Roth||✅||❌||❌||❌|
|Solo 401k Loan||❌||❌||❌||❌|
|Invest in traditional assets*||✅||Only Vanguard mutual funds||✅||✅|
|Invest in alternative assets*||✅||❌||❌||❌|
|Real estate investments*||✅||❌||❌||❌|
|Private equity investments*||✅||❌||❌||❌|
|Price||$299/year, zero AUM fees*||Free to set up, $20/fund per year.||Free to set up||Free to set up|
Ocho is trusted and backed by the world’s top entrepreneurs, creators and money experts.
“The Ocho Solo 401k is a retirement plan so powerful and flexible that it feels like you’re getting access to a tax loophole.”
Cofounder, Hustle Fund
“Every business owner, creator, and self-employed person should have one. The benefits and tax savings each year are a no-brainer.”
Owner, Ask Sebby
“Ocho built something I’ve wanted to exist for a long time – the modern solo 401k with all the best features and full admin support.”
Investor & YouTuber
Sign Up to Ocho and get all-inclusive access to all of our products
Ocho is an annual membership that includes:
Ownership of an Ocho Solo 401k plan, contribute up to $66,000 for 2023, and invest in any asset class with tax-free compounding.
Access to Ocho’s entire library of on-demand finance and business courses (including all summit replays). Plus join in on our live webinars and AMAs with guest experts.
Ocho IRAs (Roth + Traditional) You’ll get immediate access to both accounts on any plan**.
Personalized Financial Plans Starting at the end of May, access a custom financial plan built by our financial advisors for your specific financial situation and goals (only available on our Professional Plan)*.
“Ask an Advisor”
Get advice from our team of financial experts (only available on our Professional Plan)*.
Onboarding, compliance, and tax-filing support. Get help from our world class support team any time you need assistance.