Learn with an example Illustrative assumptions. Load a plan, then adjust any input.
3 example scenarios Example to loadGrow through regular contributions Build toward a $100,000 target Find when a purchasing-power goal is reached Load growth example
See how your starting capital, savings and investment growth build the ending value.
$100,000 starting capital + $1,000 monthly; 6% assumed total return, 2.5% inflation, 0.25% additional annual costs; 20 years.
Goal model assumptions Returns compound monthly at the monthly equivalent of the assumed annual total return. Additional costs are deducted proportionally before month-end contributions. Contribution increases occur annually. Inflation compounds monthly for purchasing-power comparisons. Required contributions use the same model and round the selected payment frequency up to cents. This is an illustrative projection with a smooth return path; taxes and market volatility are excluded.
