Compare
How Meridary compares
Honest comparisons against the planners people weigh Meridary against — what each does well, and where Meridary makes a different bet.
Head-to-head
Meridary next to another planner, feature by feature.
Meridary vs Boldin
Two good tools that make opposite bets. Boldin maximizes depth; Meridary maximizes legibility and hands you a lifetime license. Here's how to choose.
Meridary vs ProjectionLab
Two well-made whole-life planners that now make one big, opposite bet: ProjectionLab retired its lifetime license and went subscription-only; Meridary is built to be owned once. Here's how to choose.
Alternatives
Thinking of switching? How Meridary stands in as an alternative.
A Boldin alternative you own for life
Boldin is powerful and deep. If its subscription and its complexity aren't for you, Meridary trades some of that depth for legibility — and a one-time price.
A ProjectionLab alternative you buy once
ProjectionLab is a beautifully made planner. In 2026 it retired its lifetime tier and went subscription-only. Meridary is the lifetime alternative.
An Empower alternative that isn't selling you anything
Empower's dashboard is free because it's a funnel for its wealth-management service. If you want the planning without the sales motive — or the account linking — Meridary takes the opposite approach.
A WealthTrace alternative you buy once
WealthTrace is a capable, detailed planner — and one of the priciest annual subscriptions in the category, with its Roth-conversion analysis reserved for the higher tier. Meridary trades some depth for legibility, and charges once.