Retirement Items - Snapshot - RightCapital Help Center

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

Probability of Success

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

Confidence Chart

This item displays the Confidence chart for 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 > Confidence tab.

Current Year Savings

This item displays the Current year savings chart for 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.

Stress Test

This item displays the stress test chart for whichever plan is currently selected within the Stress Test module. Hovering over the tile and clicking the 'Open Item' button will launch you into the Retirement > Stress Test tab.

Income Sources

This item displays the Income Sources chart for 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.