The Wealth Calculator estimates how recurring contributions may grow over time based on long-term market return assumptions.
You begin by selecting a weekly contribution amount. The calculator then projects potential future portfolio value using a model based on historical long-term performance of broad U.S. equity markets.
Contribution amounts can be adjusted at any time to compare different saving and investing scenarios.
Projection Methodology
Projections are based on an assumed annual return of 11%, reflecting the historical long-term average return of the S&P 500 over the past 50 years, including reinvested dividends.
Important Information
Projections are estimates only and are not guarantees of future performance
Market conditions and investment returns will vary over time
Past performance does not guarantee future results
The calculator is provided for educational and planning purposes only and does not constitute investment advice
Getting Started
To begin investing, create and fund an investment account through the app.