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Retirement Readiness

Are you on track to retire on your terms?

Projects your retirement balance vs. what you'll need, using your age, savings rate, and expenses. See your exact gap — and what it takes to close it.

Retirement Readiness Score

Based on a 7% average annual return and the 4% withdrawal rule (25× annual expenses). For educational purposes — not personalized financial advice.

45
65
$150K
$1,000
$5,000

73%

Needs Attention

Projected at retirement$1.1M
Target needed$1.5M
Gap$399K

To close the gap: Add $765/mo in additional contributions, or work 2 more years, or reduce planned monthly expenses by $1,329/mo.

Assumes 7% average annual return. Target uses the 4% rule (25× annual expenses). Does not account for Social Security income, taxes, inflation, or employer matching. For a personalized analysis, connect with a fee-only financial advisor.

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