Projection of Annual Portfolio Values

 or 

Report

AgeYearAnnual
Contribution
Projected Portfolio
Value at 4%
Projected Portfolio
Value at 4.5%
Actual Portfolio Value
302010$0$100,000$100,000$100,000
312011$0$104,000$104,500$106,747
322012$0$108,160$109,202$113,332
332013$0$112,486$114,116$116,434
342014$0$116,985$119,251$121,729
352015$0$121,665$124,618$125,550
362016$0$126,531$130,226$129,483
372017$0$131,593$136,086$133,078
382018$0$136,856$142,210
392019$0$142,331$148,609
402020$0$148,024$155,296
412021$0$153,945$162,285
422022$0$160,103$169,588
432023$0$166,507$177,219
442024$0$173,167$185,194
452025$0$180,094$193,528
462026$0$187,298$202,237
472027$0$194,790$211,337
482028$0$202,581$220,847
492029$0$210,684$230,786
502030$0$219,112$241,171
512031$0$227,876$252,024
522032$0$236,991$263,365
532033$0$246,471$275,216
542034$0$256,330$287,601
552035$0$266,583$300,543
562036$0$277,246$314,067
572037$0$288,336$328,200
582038$0$299,870$342,969
592039$0$311,865$358,403
602040$0$324,339$374,531
612041$0$337,313$391,385
622042$0$350,805$408,998
632043$0$364,838$427,403
642044$0$379,431$446,636
652045$0$394,608$466,734
662046$0$410,393$487,737
672047$0$426,808$509,686
682048$0$443,881$532,621
692049$0$461,636$556,589
702050$0$480,102$581,636
712051$0$499,306$607,810

 

 
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