Sample data

This is an example household so you can see the tool working.

Chance of Success

Monte Carlo analysis using 99 years of historical data (1926-2024)

96%

±1 percentage points

Your plan has a strong margin of safety

In most scenarios, your portfolio lasts through age 97.

All values shown in today's dollars

Ways to improve

Retire 1 year later (at 61) → 95% (+3pp)

Spend $250/mo less → little effect

Spend $500/mo less → 96% (+4pp)

Review expenses

Delay Social Security to 70 → 96% (+4pp)

Review claiming ages

Looking Good

Your plan has a strong success rate. You have room for flexibility - consider whether you could spend more on experiences or leave a larger legacy.

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