How to manage your saved plans

Summary

• Rename, duplicate, or delete a saved plan from My Plans.
• Your plan limit depends on your tier: Free (1 plan), Solo (3 plans), Duo (5 plans).
• Duplicating is a quick way to explore a different retirement age, structure, or assumption set side by side.

Steps

1. Go to My Plans to see all your saved plans and how many you're using against your limit.

2. Click Rename on a plan to give it a clearer name (e.g. "Retire at 60" vs "Retire at 65").

3. Click Duplicate to create a copy — useful for testing a variation without touching your original plan. This is disabled once you've reached your plan limit.

4. Delete a plan you no longer need from the same menu — this is permanent.

Example scenarios

"I want to compare retiring at 60 vs 65 without losing my original plan"

Duplicate your plan, rename the copy "Retire at 60", and change its retirement age. Now you have two independent, saved plans you can compare properly — see How to compare different plans.

"I've hit my plan limit and want to create a new one"

Delete a plan you no longer need, or upgrade — Free allows 1 plan, Solo allows 3, and Duo allows 5.

Frequently asked questions

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