Professional 401k allocation guidance — delivered monthly
GradeYour401k turns your plan lineup into a clear, personalized allocation model — then sends monthly allocation updates so you can stay aligned with the market in under 2 minutes.
For informational purposes only. Not investment advice.
- ✓Personalized allocation model based on your plan options
- ✓Monthly allocation updates delivered by email
- ✓Access to a fiduciary advisor
- ✓Simple, actionable instructions you can apply quickly
- ✓Built by fiduciary advisors — no commissions, no product sales
Secure checkout. Access begins immediately after purchase.
How it works
Simple process. Clear outputs. Ongoing monthly guidance.
Answer a few quick questions so we can point you to the right path and help you move forward with confidence.
Submit your plan details to generate your grade and preview your recommendations.
Choose a one-time report or annual access for ongoing monthly allocation updates and advisor support.
Who it’s for
- • People contributing to a workplace 401k
- • Anyone tired of guessing allocations
- • Anyone who wants a simple monthly plan
- • Owners who want employees investing smarter
- • HR teams who want a simple benefit add-on
- • CPAs who want a helpful client tool
If you’re setting up company-wide access, you can start with standard pricing and we’ll help you scale from there.
Trust & privacy
GradeYour401k is built as a clear, rules-based approach to 401k allocations. No hype. No gimmicks. Just practical guidance you can follow.
- • Your information is transmitted securely
- • We do not sell your data
- • Access is limited to your account
GradeYour401k.com is a service of Kenai Investments Inc, a Registered Investment Advisor. Advisory services offered through Kenai Investments Inc.
Ready to get started?
Start with the quiz, or jump straight into getting your grade.
For informational purposes only. Not investment advice.