Your company-sponsored retirement plan is one of your most powerful wealth-building tools. Understanding how your current contributions (and employer matching) compound over time is essential for a secure future. Use this tool to project your growth and see how small changes today can significantly increase your income potential.
Your Information
Projected Retirement Savings
Contribution Breakdown
401(k) Growth Projection
Are you leaving money on the table? Maximizing your employer match is a "guaranteed" return, but your total 401(k) strategy should also account for tax diversification and investment selection. Let's look at your current allocation to see if it aligns with your risk tolerance and long-term retirement goals.
This is a hypothetical example used for illustrative purposes only. This worksheet provides estimates based on certain assumptions, including an employer match. The rate of return on investments will vary over time, particularly for longer-term investments. Investments that offer the potential for high returns also carry a high degree of risk. Actual returns will fluctuate.
Related Content
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.