Fee Impact Calculator

Fee Impact

What are fees costing you

Your Investment

Starting Balance (optional)

Monthly Contribution

Assumptions

Expected Annual Return

7% 3% – 12%

Annual Fee

1.00% 0.05% – 2.5%

Index funds: ~0.03–0.1% · Active funds: ~0.5–1.5% · Advisors: ~1–2%

Years to Grow

30 years 5 – 40 yrs

Fees Cost You

Small percentages become large numbers over time.

Without Fees $0

After Fees $0

Fees consumed 0% of your total returns.

Fees are applied annually and reduce your return over time.

Start here. Enter your monthly contribution to see the true cost of fees.

Now see what your money can become. See what consistent investing builds over time.