Evidence-based Social Security claiming guidance to help you make confident retirement decisions
Stage
Established
Not given
Founded
2021
Not given
Based in
DE
Not given
Pricing model
Freemium
Free
Pricing
Seedling: Free. Strategist: 5€/month (16% off yearly, 2 months free). Oracle: 15€/month (16% off yearly, 2 months free).
All calculators and educational resources are completely free with no sign-up required. A 30-day money-back guarantee applies to any digital product purchases.
Key features
Portfolio tracking across multiple brokers and asset classes
AI-powered portfolio optimization
Scenario simulations and stress testing
1-year asset forecasts
Dividend tracking and forecasting
Access to 100,000+ stocks and ETFs
30 years of historical asset data
ETF comparison tool
Portfolio benchmarking against indexes
Backtesting tool
Free calculator showing estimated benefits at claiming ages 62 to 70
Lifetime benefit totals and break-even point calculation
Free claiming checklist for retirement decisions
Spousal benefits calculator
Strategy guides for spousal coordination
Survivor benefits planning guide
Earnings test and benefit taxation guidance
Educational articles on Social Security topics
Personalized warnings based on user situation
What makes it different
All investments in one unified platform across brokers
AI-powered insights designed for retail investors
Bank-level security with no storage of broker credentials
Institutional-grade models accessible to individual investors
Free and accessible to everyone regardless of wealth
Based on official SSA data and peer-reviewed research
Focused exclusively on Social Security claiming decisions
Synthesizes complex SSA rules into plain-language tools
Uses same formulas and calculations as Social Security Administration
Benefora