Compare retirement planning software

Honest comparisons of Killion against the tools people actually shortlist it with. Every competitor figure carries a date and a link to the vendor's own pricing page.

Comparison pages written by a vendor are usually worthless, because the vendor wins every row. These are written to be useful instead: each one has a "choose them if" section that means it, and each names the things Killion does not do — no tax modelling, no free tier, no shared household access.

Head to head

Looking to switch

How to choose between them

Almost everyone shortlisting these tools is really answering one of four questions. Working out which one you have narrows the field faster than any feature matrix.

  • "When can I retire?" — a simulation question. Killion or ProjectionLab.
  • "Should I convert to a Roth this year?" — a tax question. Boldin.
  • "Where is my money going?" — a budgeting question. Monarch.
  • "What am I actually worth?" — a tracking question. Kubera, or Empower if you want it free.

If you have two of those questions, running two tools is usually cheaper and better than finding one that does both adequately. The whole category costs less per year than a single month of a 1% assets-under-management fee on a mid-sized portfolio — you can check that on the investment fee calculator.

Frequently asked questions

What is the best retirement planning software in 2026?
It depends on the decision in front of you. Boldin is strongest for retirement tax and Roth conversion modelling, ProjectionLab for manual-first planning with a free tier, Empower for a free net-worth dashboard, Monarch for household budgeting, Kubera for tracking unusual assets, and Killion for simulation depth with read-only account syncing.
Which retirement planners have a free tier?
ProjectionLab has a free Basic plan and Empower’s dashboard and planning tools are free. Boldin has a free tier below PlannerPlus. Killion has a free no-signup demo but no permanently free plan.
Which tool has the deepest simulation engine?
Killion runs a 1,000-path regime-switching Monte Carlo with fixed seeds plus historical backtesting to 1928 and five named withdrawal rules. ProjectionLab also offers both Monte Carlo and historical backtesting.