Basic
Free
No credit card required. Up to 500 users.
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For employers
Simple pricing that scales with you
Start free for groups up to 500. Upgrade to Pro when you want tournaments, the investing sandbox, and volume pricing with no user cap.
Pro
$1–3 /mo
Per user, billed monthly. Volume discounts apply.
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Everything in Basic, plus Pro tools for scale and engagement.
| Feature | Basic | Pro |
|---|---|---|
| For you | ||
| User Management Hub Invite, remove, and view your group’s members from a convenient web portal. | ||
| Messaging Essentials Quickly send pre-formatted engagement and announcement emails to group members. | ||
| Insights Essentials View metrics like employee financial stress scores, engagement, and feedback. | ||
| Tournament Mode Featured Go all in on your financial literacy initiative through a competitive experience, complete with prizes. | — | |
| Enhanced Insights Additional insights like comparing your company’s financial literacy to other companies. | — | |
| Enhanced Messaging Send custom push notifications and emails to your group—especially useful in tournaments. | — | |
| No Group Size Limit No 500-user cap. Pro is billed per user, per month, with discounts based on volume. | — | |
| For your employees | ||
| Financial Literacy Platform Gamified experiences including activities, quizzes, and tests designed to sharpen financial acumen. | ||
| Path: Retirement Planning A guided experience that teaches how to plan and prepare for a successful retirement. | ||
| Daily Challenges Micro-engagements that provoke thought relative to personal finance. | ||
| Printable Retirement Roadmap Export, print, and share a custom retirement plan to bring to meetings with a financial advisor. | ||
| Path: Investing Basics Prepares employees for a long investing journey, regardless of background. | ||
| StockMotion: Sandbox Featured Test investor skills in a simulated market experience with real market data. | — | |
| Path: Personal Finance Coming soon Covers the basics and helps drastically reduce finance-related stress. | — | |
| All Future Paths Coming soon We’re actively partnering with industry experts to produce new learning experiences. | — | |
Pricing FAQ
Is Basic really free?
Yes. Basic is free with no credit card required, for groups of up to 500 users. You get the core admin tools and the core learning paths for employees.
How does Pro pricing work?
Pro is $1–3 per user, per month, billed monthly. The exact rate depends on volume—larger groups pay less per user. There is no 500-user cap.
What’s included in Pro that Basic doesn’t have?
Pro adds Tournament Mode, the investing sandbox, enhanced insights and messaging, no group-size limit, and upcoming learning paths as they launch.
I’m a 401(k) advisor. Does this pricing apply to me?
No. StockMotion is free for plan sponsors and participants when you roll it out through your advisory practice. Contact us from the 401(k) Advisors page to get started.
Ready to launch your program?
Create your organization in minutes. No credit card required on Basic.
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