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Guideline vs Income Discovery

Guideline logo
GuidelineFinancial Planning & Analysis
Starts at USD 49/monthPublished price
Income Discovery logo
Income DiscoveryFinancial Planning & Analysis
CustomPublished price
Guideline logo
Guideline
Financial Planning & Analysis

Affordable 401(k) & IRA Plans for Companies & Solopreneurs

Income Discovery logo
Income Discovery
Financial Planning & Analysis

No sliders. No spreadsheets. No guesswork.

Overview
CategoryFinancial Planning & AnalysisFinancial Planning & Analysis
What it isSmall business 401(k) platform with low fees, automated compliance, and financial advisor services.Retirement income planning and Social Security optimization software for advisors.
Pricing
Published priceStarts at USD 49/monthCustom
No public pricing. Enterprise retirement income planning software sold to institutions via enterprise sales; serves firms analyzing at least ~1,000 retirement income cases/year. C…
Pricing modelNot availableCustom quote
Free optionsNot availableNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20152013
Team size501-1000 employees11-50 employees
HeadquartersSan Mateo, CANew York, NY

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