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Investment Plans

Pick a risk level, not a guessing game.

Three managed plans, each rebalanced automatically. Start with $50, change plans any time.

Conservative

Steady Income

4.8% avg. annual*
  • Mostly bonds & fixed income
  • Lower volatility, steady growth
  • Good for a 1–3 year horizon
Start with $50
Most popular Balanced

Balanced Growth

8.4% avg. annual*
  • Mix of equities and bonds
  • Auto-rebalanced quarterly
  • Good for a 3–7 year horizon
Start with $50
Aggressive

Growth Focus

13.1% avg. annual*
  • Mostly equities, some emerging markets
  • Higher volatility, higher ceiling
  • Good for a 7+ year horizon
Start with $50

*Illustrative historical averages for this demonstration site — not a guarantee of future returns. Investments carry risk, including loss of principal.

Not sure which plan fits?

Open an account and try the built-in risk questionnaire — takes about two minutes.

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