Evidence-based Social Security claiming guidance to help you make confident retirement decisions
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
Not given
Pricing model
Freemium
Free
Pricing
Free tier with limited AI usage; Pro $17/mo billed annually or $20/mo monthly; Max $200/mo
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
Connect over 12,000 US banks and brokerages
Connect crypto exchanges and self-custody wallets
Track physical assets with live market data valuation
Real-time financial insights via call, chat, or email
Read-only access with no ability to move money
SOC 2 Type II certified encryption
Mobile-first web experience
AI-powered financial analysis connected to real accounts
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
Built by investors specifically for investors
AI answers questions using your real numbers, not generic examples
Institutional-grade analysis in real time, 24/7
Combines account aggregation with AI financial insights
Secure with encrypted data and no credential storage
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
Silvia
Benefora