The Savings Balances chart on the Insights page shows you projections of savings and investment account balances over the course of your plan.


PRO-TIP: Use meaningful labels when you create accounts in your plan so that it is easier to map accounts on the Insights charts.


What should I look for?

  • Notice which accounts are largest right now.

  • Notice which accounts grow over time. Notice which accounts deplete over time. Does it match the results you expected?

  • Notice the allocation of taxable, tax-deferred and Roth accounts over time. Does the allocation change?

What next?

  • See how the chart changes if you change your plan assumptions from optimistic to pessimistic

  • See how the chart changes if you update something in your plan, such as working longer, spending less, or saving more

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