Choose Your Plan

Compare features and find the perfect plan for your retirement planning needs

Free

$0/forever

Perfect for getting started

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Pro

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For serious planners

Simulation Profiles

Number of profiles
Free:1
Pro:Unlimited
Save and compare scenarios
Free:
Pro:
Edit profile settings
Free:
Pro:

Portfolio Features

Stock/Bond allocation
Free:
Pro:
Three-asset allocation
Free:
Pro:
Inflation adjustment
Free:
Pro:

Simulation Types

Historical backtesting
Free:
Pro:
Monte Carlo simulations
Free:
Pro:

Historical Data Access

Data range
Free:2009-present
Pro:1970-present
Multiple market cycles
Free:
Pro:

Withdrawal Strategies

Fixed Dollar
Free:
Pro:
Fixed Percent
Free:
Pro:
Guyton-Klinger
Free:
Pro:
SMILE (Spending Methodologies)
Free:
Pro:

Dynamic Rebalancing

Annual rebalancing
Free:
Pro:
Quarterly rebalancing
Free:
Pro:
Threshold-based rebalancing
Free:
Pro:

Analytics & Reports

Basic simulation results
Free:
Pro:
Portfolio timeline charts
Free:
Pro:
Advanced analytics
Free:
Pro:
Export to CSV/PDF
Free:
Pro:

Support

Community support
Free:
Pro:
Priority email support
Free:
Pro:

Frequently Asked Questions

Ready to plan your retirement?

Start with our free tier today and gain confidence in your retirement strategy with data-driven simulations.