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Exit Planning
- Day Zero Guide
- Aha Planner
The Grid

Loading content…

A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

Facebook Instagram X YouTube LinkedIn

Jun 2026

Meet Zolid AI

Here to help — Zolid AI can answer questions and provide insights. Free for now, with fair usage limits.

Your conversations are not shared with others. We may review them to improve Zolid AI.

Ask me anything

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Definition of Rebalancing on The Grid Glossary

Rebalancing

Published on 2024-06-05 | Last edited on 2024-09-08

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Definition

Rebalancing is an annual process for cash-holding ESOPs that ensures all plan participants have the same percentage breakdown of cash and company stock that the overall ESOP trust holds. Rebalancing does not increase or decrease the face value of an ESOP participant’s account balance

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