← Settings

Defaults

Assumption defaults applied to new plans. To change a single plan, edit its Assumptions on the plan.

These defaults seed new plans. To explore an existing plan's assumptions, open its Overview.

Projection Assumptions

These defaults apply to every plan unless a plan overrides them.

Market & Returns

Nominal Return Rate
Inflation Rate
Healthcare Inflation
Cash / savings yield

Planning Horizon

Life Expectancy
Retirement Spending Rate
SS COLA Assumption

Income

Salary growth