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SmartDollar

SmartDollar Pricing

SmartDollar does not publish prices: every company gets a quote. On this page: 3 plans and what the quote depends on and what to ask.

SmartDollar review
By LeadChange Research TeamUpdated Based on 1 source, most recently checked

SmartDollar plans

  • Annual All Access FeeQuote only1
  • Utilization-basedQuote only1
  • Pilot programQuote only1

SmartDollar plans

  1. Annual All Access Fee

    Quote only1

    Quote, by employee headcount

    • Every employee covered gets full access
    • Unlimited one-on-one coaching
    • EveryDollar budgeting, tax filing and will preparation included
  2. Utilization-based

    Quote only1

    Quote, based on use

    • Pricing tied to how many employees use the program
  3. Pilot program

    Quote only1

    Quote

    • Start small before a full rollout

What matters most besides the price?

We match on verified product facts for this need, never on who pays us.

Price at a glance

  • Pricing model

    Quote only1

  • Plans

    Annual All Access Fee, Utilization-based, and Pilot program, each quoted1

How SmartDollar pricing works

SmartDollar does not publish prices. What its quote depends on, the terms it publishes (or not) and what to ask before you sign.

Terms

What the price depends on
Company size and your goals for the program1
Minimum company size
Not published
Contract term
Custom1
Implementation fee
Not published
Free trial
Not published
Time to go live
Within the first week after signing1

Questions to ask in the sales call

  • How would the SmartDollar quote change if company size changed during the contract?
  • Is there a one-time implementation or setup fee, and what does it include?
  • Is there a minimum number of employees or a minimum monthly charge?
  • Can we test SmartDollar with our own data, in a sandbox or a pilot, before signing?
  • What would SmartDollar cost for our headcount over three years, renewals included?

Frequently asked questions

How much does SmartDollar cost?

SmartDollar builds a custom quote from your company's size and goals, with no flat rate and no hidden fees. Pricing can be an Annual All Access Fee based on your number of eligible employees, a utilization-based model or a pilot program.

What plans does SmartDollar offer?

SmartDollar lists 3 plans: Annual All Access Fee, Utilization-based, and Pilot program. No plan shows a published price.

How is SmartDollar priced?

SmartDollar does not publish prices: its quote depends on company size and your goals for the program.

What should I ask SmartDollar before signing?

No published setup fee, minimum size or fee list for SmartDollar: get each in writing.

Does SmartDollar require a contract?

SmartDollar publishes no fixed term. In its words: “SmartDollar is available on annual and multi-year contracts.”

How this page was made

  • What it is built from

    5 verified facts, each checked against the vendor's own pages or another primary source, most recently on Nov 8, 2026.

  • Method

    Scored and compared with the LeadChange methodology, version 1.5. Read the methodology

  • Independent review

    Our independent review of Nov 8, 2026 asked for changes. How we review

  • Hands-on testing

    We have not tested SmartDollar hands-on: this page uses public information only.

  • Who made it

    The LeadChange Research Team, following a written research process. No named expert has reviewed this page. About us

  • Independence and errors

    Who pays us never changes a score or a rank. If something here is wrong, tell us and we correct it publicly. Request a correction

Compare SmartDollar pricing for your team

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SmartDollar Pricing

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What changed

  1. PricingWe updated SmartDollar’s contract term to custom (we showed annual).

  2. PublishedFirst published.

Sources

The page this page's facts come from. The date beside each is our last check of the facts taken from it (the oldest, when they differ). The numbers beside the figures above link here.

Quotes from the sources
  1. Ramsey Solutions ramseysolutions.com/corporate-wellness/smartdollar“Depending on what fits your company best, pricing can be structured as an Annual All Access Fee based on your number of eligible employees, a utilization-based model, or a pilot program if you'd rather start small.” “Your dedicated SmartDollar account executive builds a custom quote based on your company's size and goals. There's no flat rate, no hidden fees, and no cost ever passed on to your employees.”

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