|
TVM Calculator
Currency Converter
Compound Interest Calculator
Return On Investment (ROI) Calculator
IRR NPV Calculator
Bond Calculator
Tax Equivalent Yield Calculator
Rule of 72 Calculator
College Savings Calculator
Investment Income Calculator
Mutual Fund Fee Calculator
US Health Savings Account Calculator
Savings Goal Calculator
Loan Calculator
Loan Comparison Calculator
Loan Refinance Calculator
APR Calculator
APR Advanced Calculator
Commercial Loan Calculator
Loan Analysis Calculator
More Loan Calculators
Retirement Planner
401k Contribution Calculator
401k Save the Max Calculator
Retirement Savings Analysis
Retirement Income Analysis
Traditional IRA vs Roth IRA
Required Minimum Distribution
Social Security Estimator
Asset Allocation Calculator
Retirement Calculator
Annuity Calculator
Credit Card Payoff Calculator
Credit Card Minimum Calculator
Auto Loan Calculator
Auto Lease Calculator
Stock Return Calculator
Stock Constant Growth Calculator
Stock Non-constant Growth Calculator
CAPM Calculator
Expected Return Calculator
Holding Period Return Calculator
Weighted Average Cost of Capital Calculator
Black-Scholes Option Calculator
|
Miscellaneous Calculators
|
Tip Calculator
Discount and Tax Calculator
Percentage Calculator
Date Calculator
Unit Conversion
US Inflation Calculator
US Treasury Bill Calculator
Margin and Markup Calculator
Business Forecast Calculator
Fuel Calculator
Hourly to Salary Calculator
Salary Increase Calculator
US Paycheck Tax Calculator
Net Distribution Calculator
Effective Rate Calculator
Financial Ratios
|
If you invest the max 401K contribution in S&P 500 index when 401K plan came out, the table shows how much you have currently. The calculation is based on the contribution at the end of the calendar year.
Year |
S&P500 Return |
Max Contribution |
Balance + 0% Fee |
Balance + 0.5% Fee |
Balance + 1% Fee |
1987 |
5.25% |
7,000.00 |
7,000.00 |
7,000.00 |
7,000.00 |
1988 |
16.61% |
7,313.00 |
15,475.70 |
15,440.70 |
15,405.70 |
1989 |
31.69% |
7,627.00 |
28,006.95 |
27,883.65 |
27,760.71 |
1990 |
-3.1% |
7,979.00 |
35,117.73 |
34,858.84 |
34,601.52 |
1991 |
30.47% |
8,475.00 |
54,293.11 |
53,781.04 |
53,273.59 |
1992 |
7.62% |
8,728.00 |
67,158.24 |
66,338.25 |
65,528.30 |
1993 |
10.08% |
8,994.00 |
82,921.79 |
81,687.45 |
80,472.27 |
1994 |
1.32% |
9,240.00 |
93,256.36 |
91,597.29 |
89,969.78 |
1995 |
37.58% |
9,240.00 |
137,542.10 |
134,801.56 |
132,120.73 |
1996 |
22.96% |
9,500.00 |
178,621.77 |
174,578.00 |
170,634.44 |
1997 |
33.36% |
9,500.00 |
247,709.99 |
241,444.32 |
235,351.74 |
1998 |
28.58% |
10,000.00 |
328,505.50 |
319,241.89 |
310,261.75 |
1999 |
21.04% |
10,000.00 |
407,623.06 |
394,814.17 |
382,438.21 |
2000 |
-9.1% |
10,500.00 |
381,029.36 |
367,412.01 |
354,311.95 |
2001 |
-11.89% |
10,500.00 |
346,224.97 |
332,389.67 |
319,141.14 |
2002 |
-22.1% |
11,000.00 |
280,709.25 |
268,269.60 |
256,419.54 |
2003 |
28.68% |
12,000.00 |
373,216.67 |
355,867.97 |
339,396.46 |
2004 |
10.88% |
13,000.00 |
426,822.64 |
405,807.07 |
385,928.83 |
2005 |
4.91% |
14,000.00 |
461,779.63 |
437,703.16 |
415,018.65 |
2006 |
15.79% |
15,000.00 |
549,694.64 |
519,627.98 |
491,399.91 |
2007 |
5.49% |
15,500.00 |
595,372.87 |
561,057.41 |
528,963.77 |
2008 |
-37% |
16,000.00 |
391,084.91 |
366,660.88 |
343,957.53 |
2009 |
26.46% |
16,500.00 |
511,065.98 |
478,346.05 |
448,029.12 |
2010 |
15.06% |
17,500.00 |
605,532.51 |
565,493.23 |
528,522.02 |
2011 |
2.11% |
18,000.00 |
636,309.25 |
592,597.67 |
552,388.61 |
2012 |
16% |
18,000.00 |
756,118.73 |
702,450.31 |
653,246.90 |
2013 |
32.39% |
18,000.00 |
1,019,025.58 |
944,461.72 |
876,301.11 |
2014 |
13.69% |
18,000.00 |
1,176,530.19 |
1,087,036.22 |
1,005,503.72 |
2015 |
1.38% |
18,000.00 |
1,210,766.30 |
1,114,602.14 |
1,027,324.63 |
2016 |
12.87% |
18,000.00 |
1,384,591.93 |
1,270,478.42 |
1,167,268.07 |
2017 |
12.87% |
18,000.00 |
1,580,788.91 |
1,445,636.60 |
1,323,822.78 |
2018 |
12.87% |
18,500.00 |
1,802,736.44 |
1,642,961.85 |
1,499,460.55 |
|
|
