According to Charles Schwab, 71% of participants â€œwould like personalized investment advice for their 401kâ€*!
We have created a cutting edge solution to allow the 97 Million Americans investing in their defined contribution plans (401k, 403b, 457, TSP, etc) the ability to receive advice from their financial adviser.
*Charles Schwab - 2018 401k Participant Survey - August 2018 - Page 9.
Plan Confidence Revenue
In 2022, Plan Confidence revenue run rate hit $161.8K in revenue.
Plan Confidence hit $161.8K in revenue in 2021
Plan Confidence launched in 2016 with $0 revenue
Plan Confidence Funding History
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Plan Confidence has 3 total employees
Total team size
Kevin T. Clark
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Plan Confidence has 0 customers.
Average Annual Price
Plan Confidence has an annual churn rate of 0.00%.