Retirement Calculator

See how much your retirement account could grow—and how much fees are costing you. Discover the difference between your current plan and an optimized strategy.

Your Details

Monthly Contribution (Dollar Amount) $500/mo

$50 – $3,000/month · Contributed over 10 months

Annual Salary $75000

$30K – $250K

Contribution Rate 10%

1% – 25% of salary

Employer Match 3%

0% – 10%

Expected Annual Return 7%

3% – 12%

Years to Retirement 25

5 – 40 years

Current Balance $0

$0 – $500K

Monthly Fee Drag 0.85%

Your Current Plan – 0% – 2%

Your Retirement

Future Value (Your Current Plan)

With fee drag included

Future Value (Optimized)

Fee-optimized strategy

Money Lost to Fees

Over 25 years

Monthly Retirement Income (4% Rule)

Based on optimized portfolio

Growth Breakdown

Total Contributions $0

Total Growth $0

Year-by-Year Growth Comparison

With Your Current Plan

Optimized (Fee-Free)

Cost of Fees

Stop Losing Money to Fees

See how much you could save with a fee-optimized strategy. Get a personalized portfolio review and discover your potential.

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