Financial Toolset

Freelancer Retirement Gap Tool

Compare freelance retirement savings vs W2 401(k) benefits and calculate how much to save

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Closing the Freelancer Retirement Gap

Freelancers lack employer 401k matches (typically 3-6% of salary), employer pension contributions, and automatic retirement savings, creating a retirement savings gap.

A traditional employee earning $80,000 with a 5% employer match receives $4,000 annually in free retirement money—over 30 years at 7% growth, that is $379,000.

Freelancers must compensate through higher earnings and disciplined saving.

Options include Solo 401k ($69,000 contribution limit for 2025), SEP IRA (up to 25% of net income or $69,000), and Traditional/Roth IRAs ($7,000 limit).

Solo 401ks offer the highest contribution limits: $23,000 employee deferral plus up to 25% of net income as employer contribution.

A freelancer earning $100,000 net can contribute $43,000 annually (versus $23,000 employee limit), catching up over time.

However, inconsistent income makes regular contributions challenging.

Strategies include: setting aside percentages of each payment for retirement (20-25%), automating transfers during high-earning months, using Roth IRAs for flexibility (contributions can be withdrawn penalty-free), and diversifying into taxable accounts for pre-retirement access.

Calculate the gap: employees with 5% match save $4,000 annually on $80,000 salary—freelancers must save an extra 5% beyond their own retirement goals to match this benefit.

Frequently Asked Questions

Common questions about the Freelancer Retirement Gap Tool

The average employer match is 4.7% of salary, worth ,525 annually on a 5K income. Over 20 years at 7% returns, that