Balance growth
See your 401(k) balance quarter by quarter.
AK Davis App
Private 401(k) balances & fees.
Add your own quarterly statements and plan documents, and see balance growth, funds, fees, and contribution pace in one calm Home view. Everything stays on your device.
Now on the App Store for Mac and iPad.
Screens shown with example data.
Built from the statements and plan documents you add yourself.
See your 401(k) balance quarter by quarter.
One chart across all your statements, for example a $48,250 balance and how it got there.
See every fund in your mix, so you know what you hold.
Know what your plan costs, so fees aren’t hidden in the fine print.
Track your pace against the $72,000 total annual 401(k) limit for 2026.
A checklist of anything still missing before your picture is complete.
Plain-language help on every section.
Room to see your charts and funds side by side.
Market Mind reads your statements on your device.
The documents you import and the numbers from them stay on your device.
No account to create and no connection to your bank or plan. No bank login.
No ads and no tracking.
Free to download, with optional in-app purchases. Prices are in US dollars and may vary by region.
$4.99/month, with a 2-week free trial.
$34.99/year, with a 2-week free trial.
$99.99, one-time purchase.
Subscriptions renew automatically unless cancelled at least 24 hours before the end of the period. You can manage them in your App Store account settings.
AKD Market Mind organizes and explains the information in your own documents. It is not financial advice, and it doesn’t predict returns. For decisions about your plan, a financial professional can help.
Available on the App Store for Mac and iPad. Questions? Email info@akdavisdesigns.com.