Retirement planning, reimagined

Live the life you
plan to live.

Most retirement tools only show you the dollars.
We show you the life those dollars can actually buy — the healthy,
active, joyful years you've been working toward.

Free  ·  60 seconds  ·  No login required

Your Retirement Value Score Live Preview
74 /100
Wealth
68
Health
82
Lifestyle
71
Purpose
80

Strong foundation. Adding $200/month boosts your Wealth score to 79 — and gains you 4 more active retirement years.

$10T+ in U.S. 401(k) assets
60M plan participants
12 yrs average health-span gap
$200k lost to hidden 401(k) fees
Wealth without health is worthless.
Savings without a plan for how you'll spend them
is just a number.

You could retire with a million dollars and still miss out on the life you worked for — because the money was planned, but the life wasn't. 401 Value connects your retirement savings to what actually matters: real years of vitality, freedom, and meaning.

The Four Pillars

True retirement value lives at the intersection of four things

Most tools measure one. We connect all four.

30%

Wealth Value

Optimize your 401(k), eliminate hidden fees, and see your true projected income — benchmarked against Fidelity's age-based guidelines.

  • Growth + fee impact visualizer
  • Contribution optimizer
  • Rollover & allocation guidance
25%

Health & Vitality

Quantify how your health habits today affect the quality and quantity of your retirement years — and the healthcare costs you'll face.

  • Healthspan calculator
  • Healthcare cost projection
  • Wellness score & habits tracker
25%

Lifestyle Design

Design the daily adventures, travel, hobbies, and freedom you dream about — then see if your savings actually support it.

  • Dream life simulator
  • Lifestyle budget alignment
  • Inflation-adjusted spending map
20%

Purpose & Legacy

Define your "why" — family, giving, passion projects — and build a legacy plan that gives your retirement savings deeper meaning.

  • Legacy goal planner
  • Charitable impact calculator
  • Purpose journaling prompts
Free Tool

Calculate Your Retirement Value Score

Answer 8 quick questions. See your score instantly.

Step 1 of 8

How old are you?

This helps us apply the right benchmark for your stage.

years old

What's your annual income?

We use this to benchmark your savings rate.

$

Current retirement savings total?

Include all 401(k), IRA, and pension savings.

$

What % of your income do you contribute?

Include employer match in your estimate.

%

When do you plan to retire?

Even a rough target helps us calculate your runway.

years old

How would you rate your overall health habits?

Think about exercise, nutrition, sleep, and stress management.

What does your dream retirement look like?

Select all that apply.

Do you have a clear legacy or purpose goal?

Something beyond yourself you want your retirement to contribute to.

Your Value Score

Start the quiz
Wealth
Health
Lifestyle
Purpose

Complete the quiz to see your personalized insights and recommended actions.

Simple Process

Three steps to your retirement blueprint

1

Answer 8 quick questions

Tell us about your savings, health habits, lifestyle dreams, and sense of purpose. It takes 60 seconds.

2

Get your personal Value Score

See how you score across all four pillars — wealth, health, lifestyle, and purpose — with instant explanations.

3

Download your Retirement Blueprint

Get a full personalized report with projections, action steps, and your lifestyle timeline — free.

Real People. Real Plans.

Retirement planning that actually feels human

"I had $480k saved and thought I was set. 401 Value showed me I was on track financially but hadn't thought about what I'd actually do with my time. That changed everything."
Marcus K.
Software engineer, age 52
Score: 8191
"My financial advisor only talks about numbers. 401 Value was the first tool that asked me what kind of life I wanted. Now I have a real plan, not just a balance sheet."
Susan R.
Teacher, 10 years to retirement
Score: 6478
"Found out my plan was charging 1.2% in fees — that's $340k by age 65. Fixed it in a week. The fee visualizer alone was worth it."
James L.
Sales director, 48
Score: 5874
Simple Pricing

Start free. Upgrade when you're ready.

Free
$0
The essentials to get started
  • ✓ Full 401(k) growth visualizer
  • ✓ Hidden fee impact calculator
  • ✓ Retirement Value Score
  • ✓ Basic lifestyle simulator
  • ✓ 30-day action plan
  • ✗ Personalized Value Report PDF
  • ✗ What-if scenario engine
  • ✗ Health cost modeling
  • ✗ Legacy goal planner
Get Started Free
Employer
Custom
White-label for your workforce
  • ✓ Everything in Value Plan
  • ✓ Branded employee portal
  • ✓ Aggregate workforce insights
  • ✓ HR & benefits integrations
  • ✓ Dedicated account manager
  • ✓ ERISA compliance support
  • ✓ On-site or virtual workshops
  • ✓ Slack & Teams integration
Contact Sales
Free Download

Get your free Retirement Value Report

A personalized 8-page blueprint showing your projected retirement income, estimated healthy years, lifestyle coverage, and a 30-day action plan.

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