Fidelity Planning & Guidance Center

C tier on Retirement Planning SoftwareScore 6.8 · #7 of 26

Android app: Not listed
Free plan: Yes
Runs on: Web

fidelity.com

Summary

Fidelity Planning & Guidance Center is ranked #7 of 26 in retirement planning software on Everything Xiaomi. It runs on Web. There is a free plan.

Fidelity Planning & Guidance Center plans and pricing

All plans

Free plan Free No fee to generate a plan · investment expenses and account transaction fees may still apply fidelity.com · 2 Oct 2026

Compared on retirement planning software

Free plan: Yesfidelity.com
Income projection: Yesfidelity.com
Savings growth projection: Yesfidelity.com
Withdrawal planning: Yesfidelity.com
Tax modeling: detailedfidelity.com
Social Security modeling: Yesfidelity.com
Scenario analysis: Yesfidelity.com
Account synchronization: read_onlyfidelity.com

Facts

Purpose: The center helps users assess retirement readiness, review investment strategies, and get a report with next steps to consider.fidelity.com · 2 Oct 2026
What-if scenarios: Retirement Analysis lets users explore hypothetical scenarios based on current savings and estimated future contributions.fidelity.com · 2 Oct 2026
Goals: Users can create and monitor multiple independent financial goals.fidelity.com · 2 Oct 2026
Analysis: Retirement Analysis uses historical returns, market volatility, and correlations to estimate potential retirement income.fidelity.com · 2 Oct 2026
New measure: Fidelity says Probability of Success replaced the Fidelity Retirement Score as a holistic measure of financial plan strength and supports planning beyond retirement.about.fidelity.com · 2 Oct 2026
Connected tools: Planning information may carry into other Fidelity tools, including Guided Portfolio Summary and Fidelity Income Strategy Evaluator.fidelity.com · 2 Oct 2026
Account data: The tool may use financial information previously provided to Fidelity, by a workplace plan sponsor, or by a third party, and users should verify its accuracy.fidelity.com · 2 Oct 2026
Workplace support: Workplace plan participants can contact the Workplace Guidance Desk for support and questions about results.fidelity.com · 2 Oct 2026
Hypothetical results: The tool's projections are hypothetical, do not reflect actual investment results, and are not guarantees of future results.fidelity.com · 2 Oct 2026
Who may need other guidance: The tool assumes primarily U.S. tax liability and may not be appropriate for some situations, including foreign tax liability, significant margin debt, or certain legal proceedings.fidelity.com · 2 Oct 2026
Not personalized advice: The retirement analysis is informational and nondiscretionary; users decide whether to implement its planning strategy.fidelity.com · 2 Oct 2026
Security and privacy: Fidelity says information entered into its site search assistant is not stored or reviewed except to provide search results, and advises users not to enter personal or account information there.fidelity.com · 2 Oct 2026