Personal illustration
What compounding ownership looks like
Set a name, a yearly contribution, a starting floor (the Social Security paid-in amount that remains guaranteed), and a time horizon. Compare 3%, 6%, and 9% growth on permitted public-market indexes. Teaching tool — not financial advice, and not a dump of historic outlays in year one.
You · after 30 years
$232,510
Illustration only. Not a guarantee. A 0.75% management fee is not subtracted here.
- 3%
- $139,919
- 6%
- $232,510
- 9%
- $400,880
Loading chart…