Pricing
Priced per firm, not per valuation.
One subscription covers your valuations, reports and Schedule SB for the year. No per-plan fees inside your tier, no license files, no install.
Save about 17% with annual billing
Solo
For independent and consulting actuaries.
$249/ month
Per firm, billed annually ($299 month to month)
- 1 user
- Up to 25 active plans
- Funding valuations and Schedule SB
- Valuation reports and print presets
- Plan calculators
- IRS limits and mortality tables maintained for you
- Email support
Firm
Most firms choose thisFor actuarial and TPA firms with a team.
$749/ month
Per firm, billed annually ($899 month to month)
Everything in Solo, plus:
- Up to 10 users
- Up to 150 active plans
- Firm plan templates and defaults
- Admin and user roles
- Your firm's name, logo and certification wording on reports
- Guided onboarding
- Priority support
Enterprise
For larger firms and multi-office practices.
Custom
Talk to us about your firm
Everything in Firm, plus:
- Unlimited users and plans
- Help moving existing client data
- Security review and questionnaire support
- A named contact
An active plan is a plan with a valuation saved in the current plan year. Prices in USD.
On every tier
Every plan includes
- Funding valuations with saved versions
- Schedule SB with attachments
- Client-ready reports
- Plan calculators
- IRS limits and mortality tables maintained centrally
- Firm-level data isolation
Compare tiers
What each tier includes
| Feature | Solo | Firm | Enterprise |
|---|---|---|---|
| Valuations | |||
| Active plans | Up to 25 | Up to 150 | Unlimited |
| Funding valuations and Schedule SB | Included | Included | Included |
| Plan calculators | Included | Included | Included |
| IRS limits and mortality tables maintained for you | Included | Included | Included |
| Reporting | |||
| Valuation reports and print presets | Included | Included | Included |
| Your firm's name, logo and certification wording on reports | – | Included | Included |
| Firm and team | |||
| Users | 1 | Up to 10 | Unlimited |
| Firm plan templates and defaults | – | Included | Included |
| Admin and user roles | – | Included | Included |
| Security review and questionnaire support | – | – | Included |
| Support | |||
| Email support | Included | Included | Included |
| Priority support | – | Included | Included |
| Guided onboarding | – | Included | Included |
| Help moving existing client data | – | – | Included |
| A named contact | – | – | Included |
Valuations
Active plans
- Solo
- Up to 25
- Firm
- Up to 150
- Enterprise
- Unlimited
Funding valuations and Schedule SB
- Solo
- Included
- Firm
- Included
- Enterprise
- Included
Plan calculators
- Solo
- Included
- Firm
- Included
- Enterprise
- Included
IRS limits and mortality tables maintained for you
- Solo
- Included
- Firm
- Included
- Enterprise
- Included
Reporting
Valuation reports and print presets
- Solo
- Included
- Firm
- Included
- Enterprise
- Included
Your firm's name, logo and certification wording on reports
- Solo
- –
- Firm
- Included
- Enterprise
- Included
Firm and team
Users
- Solo
- 1
- Firm
- Up to 10
- Enterprise
- Unlimited
Firm plan templates and defaults
- Solo
- –
- Firm
- Included
- Enterprise
- Included
Admin and user roles
- Solo
- –
- Firm
- Included
- Enterprise
- Included
Security review and questionnaire support
- Solo
- –
- Firm
- –
- Enterprise
- Included
Support
Email support
- Solo
- Included
- Firm
- Included
- Enterprise
- Included
Priority support
- Solo
- –
- Firm
- Included
- Enterprise
- Included
Guided onboarding
- Solo
- –
- Firm
- Included
- Enterprise
- Included
Help moving existing client data
- Solo
- –
- Firm
- –
- Enterprise
- Included
A named contact
- Solo
- –
- Firm
- –
- Enterprise
- Included
Pricing FAQ
Questions about pricing
Anything else, ask during your demo.
An active plan is a plan with a valuation saved in the current plan year.
Yes. Move up at any time and pay the difference for the remaining months.
No. Onboarding is included on Firm and Enterprise.
Book a demo. We set up your firm and invite your team. Accounts are created for you, so there is nothing to install or configure.
Your actuary does. Equaplan does the calculations and keeps every input visible so results can be reviewed before certification.
See it with your own plans
Book a walkthrough of Equaplan
We'll walk through a valuation from census to Schedule SB, and talk about how your firm works today.
What the demo covers
- 1A live walkthrough from census to Schedule SB
- 2A look at templates, calculators, and team roles
- 3Time for your questions about setup