Pricing

The easiest decision you'll ever make for client acquisition.

At published advisory rates, five analyses pay for the year. Couples count once, and re-runs are free.

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Deciding for yourself? See the individual and couple plans →
Show pricing for:
For financial advisors, Medicare brokers and annuity producers

Start with 25 households. Grow to the whole book.

One analysis = one household. Couples count once, and re-runs for that household are free.

It's an annual license. Renew, and the households you didn't use come with you for another year.

Professional

$1,990

per year · or $181/mo

AEP offer through Wednesday, October 14

22% off your first 12 months: $1,552.20 a year or $141.18 a month. The code is already applied on both buttons.

25 household analyses a year

  • Unused households carry over when you renew
  • Every monthly claiming age from 62 to 70, from the client's real record
  • Co-branded PDF report the client can read
  • Survivor view and the dollar page, on screen
  • Corrections and re-runs never use a household
Start with 25 householdsPay monthly

Premium

Contact for pricing

150 household analyses a year

  • Everything in Professional
  • White-label dashboard and reports
  • Sized to the median RIA book — about 230 households in our July 2026 Form ADV analysis
  • Priority support
Talk to us about 150

Enterprise

Custom contract

Multi-office firms and FMOs

  • Everything in Premium
  • API integrations, scoped and priced per partnership
  • A household bank and contract terms sized to the firm
  • SOC 2 Type I report issued; Type II status shared on request
Book a pricing call

Sending a client our way? Plans for individuals and couples start at $49 →

The expert layer

When you hit a case you can't work yourself

A credentialed Registered Social Security Analyst® takes it — an option you exercise, priced per case. Buy one, or bundle credits into your subscription.

$300 per case

Simple / standard case

Single record, straightforward timing question. Full analysis or support, worked end-to-end by an RSSA®.

Buy this case

$550 per case

Couple / spousal case

Two records, spousal coordination, deemed filing — the full married-household work-up, worked or supported end-to-end.

Buy this case

$950 per case

Complex case

Survivor, divorce, WEP/GPO history, or multi-benefit interactions. The cases that keep you up at night, worked end-to-end.

Buy this case