The Wealth Calculator helps you estimate how your savings and investments could grow over time.
You start by selecting a weekly contribution amount. The calculator then projects potential future value based on a long-term investment model that assumes exposure to broad U.S. equity markets.
You can adjust your contribution amount at any time to see how different saving levels may affect long-term outcomes. The tool is designed to be useful whether you’re just getting started or already investing regularly.
How the Projections Are Calculated
The projections are based on an assumed annual return of 11%, which reflects the historical long-term average return of the S&P 500 over the past 50 years, including dividends.
It’s important to note:
These projections are estimates, not predictions.
Markets fluctuate, and actual returns will vary.
Past performance does not guarantee future results.
The calculator is intended as a planning aid, not as personalized investment advice.
Getting Started
To begin investing based on your goals, you’ll need to create an investment account in the app.