Scenarios
Compare how different monthly contribution amounts and assumed return rates could affect an outcome over time — a sensitivity analysis, not a forecast.
These are illustrations based on the assumptions you choose. No assumed rate of return is guaranteed.
Scenario assumptions
Ending balance by contribution & return rate
| Monthly | 3% return | 5% return | 7% return |
|---|---|---|---|
| $500 | $173,255 | $219,080 | $280,657 |
| $750 | $255,330 | $321,838 | $410,889 |
| $1,000 | $337,406 | $424,597 | $541,120 |