ToolsArticles

Balance

See how each assumption changes your future balance. Model returns, inflation, fees, and contribution habits with instant chart updates.

Instant chart updatesFees + inflation includedCompare up to five strategies

Strategies

Compare strategies

Start with one or two, then add up to five total.

No strategies selected

Choose a strategy to see projections.

Pick one or more cards above to compare how each strategy performs over time.

Timeline

30 years

Drag to set horizon
3 years60 years

Contribution timeline

$10K start · $300/mo · 30 years

Inflation2.50%Contrib growth2%
PresetCustom

Starting point

Your balance today and monthly contribution.

Initial principal

Monthly contribution

Timeline

How long contributions last.

Contribution duration

30 years

Time horizon

30 years

Inflation + growth

Adjust the real-world assumptions.

Inflation rate

2.50%
%

Contribution growth

2%
%

FAQ

Answers to common questions

What does Balance help me do?+

Balance lets you compare how different assumptions change long‑term outcomes. Adjust contributions, fees, inflation, and returns to see the relative impact side by side.

How should I interpret the projections?+

They are simplified estimates based on your inputs. Use them to compare strategies and explore trade‑offs, not as a prediction or guarantee.

Do you store my data?+

Right now, Balance saves your inputs locally in your browser only.

What does the model leave out?+

This is a majorly simplified model. Real markets move up and down unpredictably, and taxes, behavior, and timing can change outcomes.

What does total fees include?+

We include fund fees, fixed monthly costs, and one‑time fees.

Why do contributions stop after a set number of years?+

It models a realistic savings window, like pausing contributions after retirement or reaching a goal.