You built the shop.
Let's see what it could build for you.
Answer a few easy questions. We'll show you a starting estimate of what more you might put toward retirement, plus what an added plan could mean for your employees.
Start with what you know. Leave with a clearer next step.
SCROLL TO EXPLORE ↓Here's what the
numbers suggest.
It's a first look, not a final plan. The next step is to check it against your real employee details.
That bigger number is only possible if a plan can be designed for your business.
More set aside for later.
A real cost to plan for now.
A cash balance plan is another retirement plan a business can add alongside a 401(k). It can create more room for an owner, but it also brings employee funding and ongoing commitments. A person needs to check the actual design.
How did we get this estimate? +
We combined a 2026 401(k) illustration with an age- and pay-based cash balance example, then subtracted what you already put away. The employee figure uses a simple percentage of their pay. These are planning assumptions, not a quote or a tax calculation.
Your shop deserves
a real review.
What if the numbers
were a little different?
Move the slider and watch the estimate change. This is just a way to explore the possibilities.
Your estimate updates above as you move the slider.
Want the real number
for your shop?
That was the average. Your real number depends on how the shop is set up and the ages of your team. Answer a few more questions and we get your plan ready with the right numbers. No documents needed.