Please see the Getting Started page for information related to the two types of plans we model, and why you would chose to use an ETF/Mutual fund based plan versus a retirement based plan (401A, 401K, etc.).
Would you like us to create an allocation plan for your company's retirement plan (401A, 401K, etc.), or another broadly used securities list?
See this link regarding adding allocation plans.
Summary of some metrics presented with allocation plans
When reviewing the metrics remember that the reallocation period is different for ETF/Mutual fund based plans and retirement based plans (401A, 401K, etc.). Thus two plans can have the same constituents, but different metrics. See our Metrics page for a full description of our metrics.
Some of the smaller portfolios groups are subsets of larger portfolios. (All of the securities in the smaller portfolio are included in the larger portfolio.) These subsets are noted in the links below. This is particularly useful for large retirement plans (401A, 401K, etc.), where someone might prefer to only trade a subset of all of the securities offered by their plan. Remember that the reallocation period can be different for the different allocation plan types; only chose a subset if that subset has the desired reallocation period.
Model details and stop loss history
ETF/Mutual fund based portfolios - reallocate each monthUnderstand all trading fees prior to trading; pay particular attention to early redemption fees with mutual funds.
Retirement based portfolios (401A, 401K, etc.) - reallocate each quarterUnderstand all trading fees prior to trading; pay particular attention to early redemption fees with mutual funds.