Using the SOLO Plan Calculator

Navigate to the SOLO Plan Calculator Webpage

1. Visit our main website at www.401kinabox.com and click on the banner icons or our calculator section
2. Navigate directly to the calculator at https://my.401kinabox.com/solo-calculator

Use our Step-By-Step process to generate an illustration

Step 1: Fill in some simple information about your client

Step 2: Enter your contact information as the Financial Advisor

Step 3: Complete the challenge CAPTCHA

Step 4: View the Illustration PDF and download to files

Step 5: Email a copy of the illustration with the PDF attachment to your client directly by entering their email address and click 'Send'