What this tool calculates
Enter what you’re starting with, what you add and how often, the return you expect and how many years you’ll stay invested. The calculator shows how much you’ll have at the end, how much of it you put in yourself and how much the interest earned, plus what it’s worth in today’s dollars after inflation.
The table below the result shows every year. Watch the interest column: at first it’s tiny next to your contributions, and at some point it overtakes them. That crossover is when your money starts working harder than you do.
The formula
It’s two pieces added together. The starting amount, which grows on its own:
FV = P × (1 + r)^n
And the regular contributions, which form an annuity:
FV = PMT × ((1 + r)^n − 1) ÷ r
P: your initial deposit.PMT: what you add each period.r: the rate per period (the annual rate divided by 12 if it compounds monthly).n: the total number of periods.
The key is n: it’s in the exponent, so time doesn’t add up, it multiplies.
An example that speaks for itself
$200 a month at 7% a year, starting from zero:
| Years | Contributed | Total | Of which, interest |
|---|---|---|---|
| 10 | $24,000 | $34,617 | $10,617 |
| 20 | $48,000 | $104,185 | $56,185 |
| 30 | $72,000 | $243,994 | $171,994 |
| 40 | $96,000 | $524,963 | $428,963 |
After 10 years, interest is 31% of the total. After 40 years, it’s 82%. And from year 30 to year 40 the balance more than doubles while you add only $24,000 more: that’s compounding doing the heavy lifting.
Compare it with a single $10,000 deposit left alone for 30 years at 7%: it grows to $81,165. Regular contributions beat a lump sum you never add to, even a generous one.
Why starting early always wins
The classic example, at 7% a year:
- Emma invests $100 a month from age 25 to 35 and then never adds another dollar. Total contributed: $12,000.
- Jake starts at 35 and invests $100 a month until 65. Total contributed: $36,000.
At 65, Emma has $140,484 and Jake has $121,997. Emma wins having put in a third of the money, because her first ten years of contributions had thirty more years to compound. No investment strategy makes up for starting ten years late.
Don’t forget inflation
The $243,994 from the 30-year example is a real number, but it won’t buy what $243,994 buys today. At 2% inflation a year it’s worth about $134,702 in today’s dollars. The calculator shows both figures; plan with the second one.
What this calculator doesn’t tell you
- Returns aren’t steady. A stock index can gain 25% one year and lose 35% the next. The 7% is a long-run average, not a monthly paycheck.
- Taxes. Gains in a taxable account are taxed when you sell; a 401(k) or an IRA changes that math in your favor.
- Fees. A 1% annual fee sounds small, but over 30 years it can eat a quarter of your final balance. Subtract it from the return you enter.
- Sequence matters. A bad year early on hurts much less than a bad year right before you need the money.
Use this tool to understand the mechanics and compare scenarios, not as a promise of a future balance. If you’re deciding between investing and paying down a loan, the mortgage calculator shows what extra payments save.