Upload Your 401k Statement
How it works
- Upload your 401k statement
- Get a free summary with opportunities for improvement
- Get personalized recommendations to optimize your 401k (payment required)
Only PDF files are accepted
Privacy Guarantee
Your privacy is our top priority. Here's how we protect your data:
- Your file is encrypted during upload
- We automatically delete your file after analysis
- Your data is never shared with any third parties
- Our AI runs 100% on our own servers