Screenshots show the built-in sample plan — your numbers will look different, but the layout is the same.
Wellness Score
A health check for your retirement plan — score gauge, 19 weighted health checks, guardrails, and insights.
Page header
A Reset to base case button (top right, only while Monte Carlo results are loaded) clears the simulation so the score falls back to its base-case estimate.
Score dial, insights, and guardrails
A circular badge ringed in the grade color. Grade colors: A = emerald, B = indigo, C = amber, D = red.
Center: large score number + grade pill. Below: word rating (Excellent / Good / Fair / Needs work).
Accuracy pill: "Simulation-accurate" when MC results exist, or "Base-case estimate" prompting you to run Monte Carlo.
Insights: up to 5 generated findings with small primary dots — coverage gaps, high withdrawal rates, guardrail position.
Guardrails sub-card: four pills showing spending bands — Now spending, Safe (primary filled), Comfortable +10%, Cutback -10%.
19 weighted health checks (bottom card)
A responsive grid of small metric cards, visible at the bottom of the screenshot. Each card is tinted by score: red (<60), amber (<80), emerald (80+). Each shows its label, score, value with weight, and a progress bar.
The 19 checks with weights:
- Chance of Success (2.0)
- Withdrawal Rate (1.5)
- Must Spend Coverage (1.4)
- Like Spend Flexibility (0.8)
- Cash Flow Health (1.0)
- Net Worth Trajectory (1.0)
- Tax Efficiency (1.0)
- IRMAA Exposure (0.6)
- RMD Preparedness (0.7)
- Healthcare Inflation (0.6)
- Longevity Buffer (0.8)
- Age-Appropriate Mix (0.7)
- Emergency Fund (1.0)
- Savings Rate (0.7)
- Roth Optimization (0.8)
- Legacy (1.0)
- Sequence Risk (0.9)
- Inflation Resilience (0.7)
- Guardrail Position (1.2)