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Investment Growth & Contribution Calculator

Project how your investments could grow through contributions and compounding, and see what it would take to reach your goal.

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Before You Begin

  • Results are projections based on your assumptions, not guarantees. Real investment returns vary year to year, including negative years, even within a long-term uptrend.
  • This tool doesn't recommend specific securities. Your expected return, inflation, and fee assumptions are shown throughout so you can see exactly what's driving the numbers.
  • Everything you enter stays in your own browser on this device. We don't send it to a server or store it on our end. Closing your browser's site data, or using "Clear my data" below, permanently deletes it.
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When are contributions typically made during the period?

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A note on guardrails This projection is not a guarantee of future results and doesn't recommend specific securities or funds. Your assumptions for return, inflation, and fees are shown throughout, and the conservative/optimistic range and poor-early-market scenario are here to remind you that real markets include down years, not just steady growth.