Overview
Insights
How your pay changes across the years.
Pay over the years
Cumulative totals
Running totals: earned, took home, and put into retirement.
Compensation mix
Salary, bonus and RSU vests that made up each year's total earnings.
Income growth
Change in total earnings from the previous year. The current year (YTD) is compared with the same months of the year before.
Medical, dental and vision
What came out of your pay for each, per year.
Retirement savings rate
Retirement total (your 401k + employer match + employer retirement) as a share of total earnings.
Your 401k contributions vs the limit
What you put in yourself (pre-tax + Roth), not the employer match, against the standard IRS limit.
Payslips
Add a payslip and browse your history.
History
Templates
Layouts Paytrail can read automatically. Teach new ones from the Payslips tab.
Tools
Total compensation projection: salary with a yearly raise, plus bonus, stock and other.
Settings
Appearance
Employer names
How each employer is shown in the Overview heading, the payslip list and the panels. Your payslips keep the name as it was read, so nothing is renamed in your data. Give two employers the same name to show them as one. Leave a box empty to show the original name.
401k contribution limits
The IRS limit on what you put into your 401k each year (pre-tax and Roth together, not the employer match). It is used by Insights → Your 401k contributions vs the limit. Built-in values come from published IRS figures; change a year or add the next one when the IRS announces it (usually October or November). Catch-up contributions for people 50 and over are not included.