Overview
The Batch Gap illustration tool can quickly create retirement gap illustrations for an individual or a group.
The report defaults are configured in the Batch Gap Report Configuration Editor.
The following image is an example of the Batch Gap report, as well as direction for its configuration:
| Note: | In the Assumptions column on the right, the pre-tax balance and Roth balance are the projected balances for the pre-tax and Roth accounts with the current contributions. The balance do not reflect any increased contribution to the respective account. |
