How to compare different plans

Summary

• Compare 2-3 saved plans side by side from My Plans, including a wealth chart, Key Metrics table, and full Plan Details for each.
• Unlike scenario comparison, each plan here is its own independent simulation.
• Useful for comparing genuinely different structures — a solo plan versus a joint one, or different accounts and life events.

Steps

1. Go to My Plans and click Compare plans. Checkboxes appear on your plan cards.

2. Select 2 to 3 plans, then click Compare N plans.

3. The comparison page shows a wealth chart plus a Key Metrics table (confidence, retirement age, spending, wealth at end) and a Plan Details card for each plan covering accounts, life events, properties, contributions and assumptions.

4. Add or remove plans from the comparison at any time using the "Comparing" row at the top of the page, without going back to My Plans.

Example scenarios

"Which retirement age should I plan around?"

Duplicate your plan twice, set each copy to a different retirement age, then compare all three. You'll get a side-by-side view of how probability of success, median wealth, and total income shift across the ages — a clearer picture than adjusting one slider at a time.

"Solo plan vs joint plan — which fits us better?"

Keep an existing solo plan and create a Duo plan alongside it, then compare the two. The Plan Details cards make it easy to see exactly which accounts, income sources, and assumptions differ between the two structures.

What stays the same

Unlike scenario comparison, each plan here is its own independent simulation, so this can show differences sliders alone can't, e.g. different accounts, life events, or a solo plan versus a joint one.

Frequently asked questions

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