Comparison Engine

The Plan Matrix

Search, filter, and add plans to your comparison matrix. Add up to any number of plans, then open My Matrix for a side-by-side portfolio snapshot.

12 plans

Reading the Risk Score

Each plan carries a 1–10 risk score based on historical volatility of its underlying asset mix. Lower scores favor bonds and cash; higher scores favor concentrated equity exposure.

What the ROI range means

Estimated ROI ranges reflect a plan's historical and modeled performance band, net of typical market conditions. They are not projections and past results do not guarantee future performance.

Lock-in periods, explained

Lock-in reflects the horizon a plan is designed around, or a contractual surrender schedule for annuity-backed products. Early withdrawal may carry fees; see each plan's detail page.