Step 1
Scenario AYour numbers
Change any of these and watch the results below move.
$
$
$
%
The book uses 7% for a diversified portfolio, 10% for an S&P-500-only one.
$
Added to your own contribution; the employer match above stays fixed unless you change it yourself.
%
Step 1, continued
Scenario BA second scenario
Same fields, independent numbers; a different start age, contribution, or fee.
$
$
$
%
The book uses 7% for a diversified portfolio, 10% for an S&P-500-only one.
$
Added to your own contribution; the employer match above stays fixed unless you change it yourself.
%
Step 2
What you'd end up with
Tracked by age, not by "year 1, year 2," so you can see exactly when each scenario starts.
%
Scenario A
$0
Ending balance
$0
Total contributed
$0
Total growth
Balance over time
Tracked by age, so you can see exactly when each scenario starts.