Projection of Annual Portfolio Values

 or 

Report

AgeYearAnnual
Contribution
Projected Portfolio
Value at 4%
Projected Portfolio
Value at 6%
Actual Portfolio Value
302010$0$100,000$100,000
312011$0$104,000$106,000
322012$0$108,160$112,360
332013$0$112,486$119,101
342014$0$116,985$126,247
352015$0$121,665$133,822
362016$0$126,531$141,851
372017$0$131,593$150,363
382018$0$136,856$159,384
392019$0$142,331$168,947
402020$0$148,024$179,084
412021$0$153,945$189,829
422022$0$160,103$201,219
432023$0$166,507$213,292
442024$0$173,167$226,090
452025$0$180,094$239,655
462026$0$187,298$254,035
472027$0$194,790$269,277
482028$0$202,581$285,433
492029$0$210,684$302,559
502030$0$219,112$320,713
512031$0$227,876$339,956
522032$0$236,991$360,353
532033$0$246,471$381,974
542034$0$256,330$404,893
552035$0$266,583$429,187
562036$0$277,246$454,938
572037$0$288,336$482,234
582038$0$299,870$511,168
592039$0$311,865$541,838
602040$0$324,339$574,349
612041$0$337,313$608,810
622042$0$350,805$645,338
632043$0$364,838$684,058
642044$0$379,431$725,102
652045$0$394,608$768,608
662046$0$410,393$814,725
672047$0$426,808$863,608
682048$0$443,881$915,425
692049$0$461,636$970,350
702050$0$480,102$1,028,571
712051$0$499,306$1,090,286

 

 
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