Key Metrics - Snapshot - RightCapital Help Center

This article provides more detailed descriptions of each Key Metric item available within the Snapshot module. This module is accessed via the Dashboard > Snapshot tab:

Net Worth

This item displays the client's current Net Worth. Hovering over the tile and clicking the 'Open Item' button will launch you into the Dashboard > Balance Sheet tab.

This item displays the Probability of Success of whichever plan is currently selected on the left-hand side of the Retirement Analysis. Hovering over the tile and clicking the 'Open Item' button will launch you into the Retirement > Analysis > Probability tab.

This is the "small tile" version of the Probability of Success. The "large tile" version can be added by clicking 'Add Item' > Retirement > Probability of Success. Only one of these tiles can be used at a time, and must be deleted before the other can be added.

Savings Rate

This item displays the client's savings rate, based on the first cash flow year of whichever plan is currently selected on the left-hand side of the Retirement Analysis. Hovering over the tile and clicking the 'Open Item' button will launch you into the Retirement > Analysis > Savings tab.

Withdrawal Rate

This item displays the client's withdrawal rate, based on the first year of retirement in whichever plan is currently selected on the left-hand side of the Retirement Analysis. Hovering over the tile and clicking the 'Open Item' button will launch you into the Retirement > Analysis > Retirement Details tab.

Federal Effective Tax Rate

This item displays the client's effective federal tax rate, based on the first cash flow year of whichever plan is currently selected in the Tax Estimate tab. Hovering over the tile and clicking the 'Open Item' button will launch you into the Tax > Tax Estimate > Estimate tab.

Total Effective Tax Rate

This item displays the client's total effective tax rate, based on the first cash flow year of whichever plan is currently selected in the Tax Estimate tab. This is the total of Federal, State, FICA, and Local taxes. Hovering over the tile and clicking the 'Open Item' button will launch you into the Tax > Tax Estimate > Estimate tab.

Retirement Income Stability Ratio

This item displays the client's stable income percentage in retirement, based on whichever plan is currently selected on the left-hand side of the Retirement Analysis. Hovering over the tile and clicking the 'Open Item' button will launch you into the Retirement > Analysis > Retirement Details tab.

Household Risk Score

This item displays the client's manually assigned household risk score. This widget is only available for premium and platinum subscribers with the Risk Module enabled. Hovering over the tile and clicking the 'Open Item' button will launch you into the Investment > Risk > Summary tab.