TRAK Online Gap Analysis
Version Comparison
Call our office at (503) 831-1111 for more information.
TRAK Online Pricing
Premium (All Programs)
$240/month
$2400/Annually
A full complete suite of TRAK Online programs placing every tool at your disposal to help your clients prepare for retirement regardless of the market or retirement category.
Gap Analysis Deluxe
$119/month
$1190/Annually
Motivate your clients’ engagement by showing their “Gap” in retirement using our Gap Analysis calculator, which provides a rapid, visual breakdown of a client’s retirement needs.
Gap Analysis Standard
$89/month
$890/Annually
Motivate your clients’ engagement by showing their “Gap” in retirement using our Gap Analysis calculator, which provides a rapid, visual breakdown of a client’s retirement needs.
Paycheck
(1040 Analysis)
$66/month
$660/Annually
Match your clients’ paycheck, so you can make simple suggestions to increase contributions. Relating back to their paycheck and how the changes may affect their take-home pay.
Batch Processing
(Paycheck Included)
$201.40/month
$2014/Annually
Generate a meaningful report illustrating participants’ contributions and their impact on retirement and answering their most important question:
“Am I ready for retirement?”
Call to order Monthly subscriptions or bundles
(503) 831-1111
Bundle Pricing Discount
As you combine Online Programs, we offer bundle discounts. Reach out to us for special bundle package pricing.
Other Programs
Benefit Analysis
$71/month or $710 Annually
Strategic Social Security
$58/month or $580 Annually
Interest Calculator
$27/month or $270 Annually
Roth Conversion
$60/month or $600 Annually
Other Programs
Split Annuity
$44/month or $440 Annually
MAC
$39/month or $390 Annually
Life Insurance
$26/month or $260 Annually
Other Programs
Pension Max
$52/month or $520 Annually
College Funding
$32/month or $320 Annually
Lump Sum Transfer
$32/month or $320 Annually
TRAK Pricing
Windows Version
Deluxe
$2395/First Year
$1200/Annual Renewal
A full complete suite of ALL programs placing every tool at your disposal to help your clients prepare for retirement regardless of the market or retirement category.
Download a 30 day free trial today!
401(k)
$1525/First Year
$825/Annual Renewal
Generate a meaningful report illustrating participants’ contributions and their impact on retirement and answering their most important question:
“Am I ready for retirement?”
403(b) / 457
$1525/First Year
$825/Annual Renewal
Quickly engage your clients to determine their retirement “Gap” and provide simple suggestions to help them answer their most important question:
“Am I ready for retirement?”
Gap Analysis
$1295/First Year
$750/Annual Renewal
Motivate your clients’ engagement by showing their “Gap” in retirement using our Full Gap Analysis calculator, which provides a rapid, visual breakdown of a client’s retirement needs.
First-year licensing fee and then renewal pricing annually.
Version Comparison
between TRAK-Desktop and TRAK-Online
The following compares which calculators are available in the TRAK-Deluxe Windows version and the TRAK-Online cloud-based version.
