Ideology MFO

401(k) Advisor

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Participant Admin

Risk Tolerance Questionnaire

Complete the form below to generate a personalized ETF allocation based on your risk profile, age-based glide path, and current market conditions.

Participant Information

Risk Questionnaire

Computed Risk Score
5.0/10
Moderate
5/10

How many years until you plan to retire?

Under 5 years30+ years
5/10

If your account lost 20% in a year, what would you do?

Sell everythingBuy more
5/10

How comfortable are you with year-to-year value changes?

Very uncomfortableVery comfortable
5/10

How stable is your income and ability to keep contributing?

Unstable / variableVery stable / surplus
5/10

How familiar are you with investing in stocks and bonds?

No experienceExperienced investor