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Your 401(k) deserves more than a glance once a year

Your Biggest Asset.
Completely Ignored.

You picked your funds years ago and haven't looked since. You're not alone. Most people do the same thing. 401(k) Compass is the AI that does the analysis you've been putting off, so you can finally see how your funds stack up.

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14-day free preview · No credit card required

*Decision support, not financial advice. Always consult a qualified advisor.

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AI-Powered Analysis
5 Investment Philosophies
Consensus Scoring
Personalized to You
Only on 401(k) Compass

Bring the experts
you actually trust

Add any source: a Substack writer, a podcast, a YouTube breakdown, a forum post. Their perspective directly shapes how your funds are scored. Your analysis isn't generic. It reflects the voices you trust. No other tool does this.

Bogleheads forum post
Index investing wisdom from the community
Financial podcast episode
Expert takes from your favorite shows
Substack deep-dive
Independent analysis from writers you follow

Your scoring isn't generic. It reflects the voices you trust.

Features

Everything you need to
master your 401(k)

From AI-powered chat to multi-philosophy fund scoring, 401(k) Compass gives you the tools to make confident retirement decisions.

AI Chat Advisor
Ask any 401(k) question and get clear, data-backed answers based on your actual fund data. No jargon, no guesswork.
PDF Upload & Analysis
Drop your fund fact sheets and watch them transform into structured, comparable data in seconds.
Multi-Philosophy Scoring
Every fund scored through Bogleheads, Morningstar, Aggressive Growth, Conservative, and Target-Date lenses.
Consensus Scoring
See where all five philosophies agree (and where they disagree) so you know which funds score consistently strong.
Personalized Recommendations
Factor in your age, retirement year, risk tolerance, and balance for scoring personalized to your situation.
Side-by-Side Comparison
Compare funds across every metric and philosophy in one clean view. Spot the winner instantly.
How It Works

Three steps to clarity

Go from overwhelmed to informed in under five minutes.

1
Upload Your Funds
Drop your 401(k) fund fact sheets as PDFs. We extract every data point automatically.
2
Set Your Preferences
Tell us your age, retirement year, and risk tolerance. We calibrate everything to you.
3
Get Your Rankings
Receive ranked, scored recommendations with consensus insights across all five philosophies.
Pricing

Start free, upgrade when ready

Every plan starts with a 14-day free preview. No credit card required.

Free Preview
Explore every feature with starter limits
$0
14 days, no credit card
  • 3 analysis runs
  • 2 Trusted Voices
  • 20 chat questions
  • Consensus scoring
  • No credit card required
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Basic
For hands-on retirement planners
$10/month
  • Fund list + scores
  • Scoring summary
  • All 5 philosophies
  • 1 Trusted Voice
  • AI chat
  • 3 runs per month
Get Started
Most Popular
Pro
The complete 401(k) command center
$20/month
  • Everything in Basic
  • Unlimited runs
  • Fund detail panel
  • Full score breakdown
  • Trusted Voices
  • Consensus scoring
  • Saved analyses & history
Go Pro
Have questions? See our FAQ →

Take control of
your retirement.

Join thousands making more informed 401(k) decisions with AI-powered analysis.

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* Decision support, not financial advice. Always consult a qualified advisor.