- 1Get Grade
- 2Review
- 3Purchase
- 4Report Sent
- 1Get Grade
- 2Review
- 3Purchase
- 4Report Sent
Get Your 401(k) Report
Buy a one-time report or an annual plan with 3 additional updates through the year. We require a quick, preliminary grade first so your PDF is personalized.
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One-Time Report
$79
Personalized PDF with your grade, model comparison, and allocation guidance.
- Instant PDF Report in Your Inbox
- Fear/Greed Market Meter Insight
- Simple, Actionable to Improve Results
Annual Plan
$199
Includes the initial report plus 3 more updates over the next 12 months.
- Full Initial PDF Report
- Market Tuned Quarterly Updates
- Priority Support & Advisor Access