All Features
Optiml Feature
Compare Plans
See the true impact of any retirement planning decision, side by side.
Compare My PlansRetire 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 see the true impact of your decisions?
Take control of your financial future
Start 14 Day Free Trial© 2026 Optiml. All rights reserved.