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Optiml Feature

Compare Plans

See the true impact of any retirement planning decision, side by side.

Compare My Plans

Retire at 54

vs

Retire at 55

Estate Value

$1.2M

$1.4M

Monthly Income

$8,200

$8,900

Tax Savings

$28K/yr

$31K/yr

What is this feature?

Compare Plans

Compare Plans lets you pick any two plans you have saved to your Optiml profile and view them side by side. Every metric, every year, laid out together so the full difference is impossible to miss. Whether you are weighing retiring a year earlier, deciding whether to leave the cottage for your family or sell it, or seeing how a 10% increase in living expenses affects your after-tax estate, Compare Plans puts the real numbers in front of you. No estimating. No guessing. Just clarity.

Any two plans. Any decision. Full comparison.

Pick any two saved plans and see the complete difference across income, estate value, taxes, and more. The impact of every variable is right there on screen.

Eva analyses both plans at the same time.

Compare Plans has its own built-in Eva AI that can read both plans simultaneously. Ask her anything about the difference between the two and get a direct, data-driven answer in seconds.

About Compare Plans

The true cost of every retirement decision.

Most people make major retirement decisions based on intuition. Compare Plans replaces that with evidence. Select two saved plans, open the comparison view, and see exactly what each path looks like across every year of your financial future.

Compare any two saved plans

Compare Plans works directly with your Saved Plans library. Pick any two plans you have saved, regardless of when they were built or what they were testing, and pull them into a full side-by-side comparison instantly.

Every metric shown side by side

After-tax income, estate value, lifetime taxes, account balances, success score, and more. Every major output from both plans is displayed together so the downstream effect of your decision is visible across every single year of your plan.

Eva analyses both plans together

Compare Plans includes its own Eva AI session with access to both plans at once. Ask Eva to pull out specific numbers, explain differences between the two, or help you understand what is driving a particular outcome. Any insight that is not already on screen, Eva can surface it for you.

Incredibly powerful for major decisions

Retiring one year earlier. Selling the cottage versus keeping it in the family. Increasing living expenses by 10%. Leaving a specific dollar amount to your estate. These decisions have enormous consequences that are nearly impossible to evaluate without a direct comparison. Compare Plans gives you that clarity before you commit.

Ready to build your optimized plan

Ready to see the true impact of your decisions?

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Features

Eva - AI AssistantCPP & OAS OptimizerWithdrawal OptimizerSuccess ScoreCompare PlansWealthica IntegrationEstate Projector

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