PilotYour401k iconPilotYour401k.com

Start Free. Go Further When You Want.

You don't need to commit to a financial-advisor relationship just to start asking better questions. Begin with the free 401(k) grade. Add a professional review or ongoing progress checks only if they are useful to you.

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Preliminary 401(k) Grade

Free

Complete the short questionnaire and receive your preliminary GradeYour401k report privately by email.

  • Overall preliminary 401(k) grade.
  • Grade confidence based on the information available.
  • Seven graded areas.
  • Top action items and planning opportunities.
  • Quarterly opportunities to refresh your information.
Get My Free Grade

30-Minute Fiduciary Review

$149

Meet one-on-one with an independent fiduciary financial advisor to review your grade, fill in missing information, and examine your current 401(k) in more detail.

  • Review your current 401(k) allocation and available choices.
  • Review diversification and concentration.
  • Statement review when you provide your latest statement.
  • More complete information added to the analysis.
  • Updated GradeYour401k grade and action plan.
  • $250,000 minimum 401(k) balance required.
Schedule My Review — $149

Already scheduled? Securely upload your latest 401(k) statement.

401(k) Progress + Quarterly Action Plan

$199

For people who want to keep checking their 401(k) progress through the year instead of treating the grade as a one-time snapshot.

  • Initial GradeYour401k review framework.
  • Quarterly progress check-ins for one year.
  • Refresh your information using the same email address.
  • Updated grade and progress comparison when you respond.
  • Quarterly action-plan focus as your information changes.
Start Quarterly Progress — $199

Beyond the 401(k)

Your 401(k) Is Only One Part of Retirement

Want to see what happens when we add spending, Social Security, taxes, Roth conversions, RMDs, investments, and the rest of the household?

Follow a hypothetical couple through the decisions that make up a broader retirement plan.

See the Full Retirement Planning Demo

401(k) analysis and reporting are provided through GradeYour401k.com, a Kenai Investments resource.