This model calculator provides only a rough directional result that should not be acted upon or relied on. No record of this interaction or its results will be maintained.
IMPORTANT: The projections or other information generated by the calculator regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.
This calculator uses tables developed from Fidelity's Asset Liability Modeling Engine to estimate potential income growth of your indicated assets and contributions over the time frame specified. The market return data used to generate the illustration is intended to provide you with a general idea of how an asset mix you selected in the calculator has performed historically. For more information on the calculations, review our Methodology. Our analysis assumes a level of diversity within each asset class that may differ from that found in your portfolio. Numerous factors make the calculations uncertain, such as the use of assumptions about historical returns and inflation as well as the data you have provided. The calculator uses financial data provided by third-party vendors in the creation of the simulations and the accuracy or timeliness of that data cannot be guaranteed. Your returns for taxes, fees, and/or expenses will generally reduce your actual investment returns and are not reflected in the hypothetical illustrations generated by this calculator. Results may vary with each use and over time.
This is an educational calculator offered for use by Fidelity Brokerage Services, LLC, Member NYSE/SIPC, a broker dealer offering retail brokerage, insurance, and investment and workplace savings plan products and services.
Fidelity's myPlan Snapshot
IMPORTANT: The projections or other information generated by the calculator regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.
This calculator uses tables developed from Fidelity's Asset Liability Modeling Engine to estimate potential income growth of your indicated assets and contributions over the time frame specified. The market return data used to generate the illustration is intended to provide you with a general idea of how an asset mix you selected in the calculator has performed historically. For more information on the calculations, review our Methodology. Our analysis assumes a level of diversity within each asset class that may differ from that found in your portfolio. Numerous factors make the calculations uncertain, such as the use of assumptions about historical returns and inflation as well as the data you have provided. The calculator uses financial data provided by third-party vendors in the creation of the simulations and the accuracy or timeliness of that data cannot be guaranteed. Your returns for taxes, fees, and/or expenses will generally reduce your actual investment returns and are not reflected in the hypothetical illustrations generated by this calculator. Results may vary with each use and over time.
This is an educational calculator offered for use by Fidelity Brokerage Services, LLC, Member NYSE/SIPC, a broker dealer offering retail brokerage, insurance, and investment and workplace savings plan products and services.
Fidelity's myPlan Snapshot