TRAK Online Pricing

Premium (All Programs)

$180/month

$1800/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

$95/month

$950/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

$70/mo

$700/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)

$50/month

$500/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)

$115/mo

$1150/Annually

Generate a meaningful report illustrating participants’ contributions and their impact on retirement and answering their most important question:
“Am I ready for retirement?”

Other Programs

Strategic Social Security
$40/month or $400 Annually

Split Annuity
$30/month or $300 Annually

MAC
$30/month or $300 Annually

Interest Calculator
$20/month or $200 Annually

Roth Conversion
$40/month or $400 Annually

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.

TRAK Pricing

Windows Version

Deluxe

$1795/First Year

$849/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.

401(k)

$1095/First Year

$599/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

$1095/First Year

$599/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

$895/First Year

$499/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.