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Saver's Match Eligibility Checker

Starting in 2027, the federal Saver's Match (SECURE 2.0) can add up to $1,000 a year to eligible workers' retirement savings — 50% of your first $2,000 contributed. Check what you might qualify for based on your income. An educational estimate, not tax advice.

Estimated Saver's Match per year (from 2027)

$500

Eligibility at this income

50%

Partial match — you're inside the phase-out range

Contribution that counts

$2,000

50% match on your first $2,000

Phase-out range (your status)

$20,500–$35,500

Statutory figures — will be inflation-indexed

Over 10 years of full match

$5,000

Match deposits alone, before any growth

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The Saver's Match starts in 2027 under SECURE 2.0. Figures are statutory base amounts subject to inflation indexing and final IRS rulemaking; eligibility also requires meeting other rules (e.g., not a dependent or full-time student). Educational estimate — not tax or investment advice, and not guaranteed money.

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Frequently asked questions

What is the federal Saver's Match?

A federal program under SECURE 2.0 that starts in 2027. The Treasury matches 50% of the first $2,000 you contribute to an eligible retirement account each year — up to $1,000 — for workers under the income limits. It replaces today's Saver's Credit with a direct deposit into your retirement savings.

Who qualifies for the Saver's Match?

Workers who contribute to an eligible retirement account and have income under the phase-out ranges (statutory figures, to be inflation-indexed): roughly $20,500–$35,500 AGI for single filers, $41,000–$71,000 married filing jointly, and $30,750–$53,250 head of household. You generally can't be under 18, a full-time student, or claimed as a dependent. Final IRS rules are pending.

Do gig workers and 1099 workers qualify?

Yes — the match is based on your contributions and income, not on having a W-2 employer. That makes it especially valuable for gig and self-employed workers, who rarely get any employer match. Contributing $2,000 could bring the full $1,000 match if your income qualifies.

Where does the match money go?

Under the statute, the Treasury deposits the match into an eligible retirement account you designate (the receiving account can't be a Roth account, though your own Roth IRA contributions can count toward earning the match). Exact mechanics depend on final IRS rulemaking before the 2027 start.

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Disclaimer: This calculator is for educational and informational purposes only and does not constitute financial, tax, or investment advice. All results are hypothetical estimates based on the inputs and stated assumptions, are not guarantees, and do not account for your full tax situation, state taxes, or credits. Gigaverse AI, Inc. is not a bank; brokerage services are provided through a FINRA/SIPC-member broker-dealer. Consult a qualified professional before making financial decisions. Full disclosures →

Important Disclosures: Gigaverse AI, Inc. is a financial technology company, not a bank. Brokerage services for the Gigaverse PRActicle™ (Portable Retirement Account) are provided through a FINRA/SIPC-member broker-dealer, which is responsible for custody of the retirement assets. USDC stablecoin balances held in Gigaverse wallets are not bank deposits and are not FDIC-insured; they are subject to the risks of the underlying issuer (Circle) and the underlying blockchain (Solana). Gigaverse AI, Inc. is not itself a registered investment adviser, broker-dealer, CPA, or attorney. Nothing on this site constitutes financial, tax, legal, or investment advice. All information, including AI-generated content, tax estimates, retirement projections, earnings data, case studies, and driver scenarios, is for illustrative and educational purposes only, is not indicative of any future returns or outcomes, and should not be relied upon as the sole basis for any financial decision. Gigaverse makes no promises, guarantees, or representations regarding any legislation, laws, tax benefits, government programs, or policy outcomes. Laws and regulations may change at any time without notice. Consult a qualified CPA, CFP®, or licensed attorney before making investment, tax, or legal decisions. All investments involve risk, including possible loss of principal. Past performance does not guarantee future results. Full disclosures →