Financial

Free 401(k) Calculator

Project a 401(k) balance including employer match.

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Inputs

$
$
%
%
%

Result

Balance at retirement

$1,002,392.18

Total annual contribution$9,000.00
Contributions over horizon$290,000.00

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Estimates only. Verify with a professional for consequential decisions.

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Short answer

Project a 401(k) balance including employer match.

What is the 401(k) Calculator?

Project a 401(k) balance including employer match.

How does the 401(k) Calculator work?

Enter the inputs above and read the result.

Formula

FV = P(1+r)^n + Annual · ((1+r)^n − 1)/r

Variables

    Explanation

    Annual contribution = salary × (employee% + employer match%).

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    Applications

      Advantages

        Limitations

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            Tips

              Related concepts

              The 401(k) Calculator sits inside the Finance Calculators hub, in the investing & retirement cluster. Growing capital and planning for withdrawal. Understanding the terms below makes the output easier to interpret and easier to compare against neighbouring measures.

              compound growthasset allocationwithdrawal rateyielddividend reinvestmentrisk-adjusted return

              Practical use cases and industry applications

              Understanding 401(k)

              Project a 401(k) balance including employer match. Within finance calculators, 401(k) belongs to the investing & retirement cluster, where it shares terminology and assumptions with closely related tools.

              Learning how 401(k) is calculated

              Annual contribution = salary × (employee% + employer match%). Working through the variables one at a time — — makes the result reproducible by hand and easier to sanity-check.

              Using 401(k) to make a decision

              Because outputs depend on the assumptions you enter, run more than one scenario before committing to a figure.

              How 401(k) compares with related measures

              compound growth, asset allocation, withdrawal rate, yield all describe adjacent aspects of investing & retirement. Comparing this calculator's output against those measures — using the related tools listed on this page — prevents a single metric from being read in isolation.

              Frequently asked questions

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