Assumptions and Disclaimers
Many Americans who are only saving but not investing are missing the power of compounding returns that could greatly improve their financial wealth and retirement savings over the course of their lifetime. Someone saving $100/week over 40 years, but not investing and assuming no interest accrual, would have $208,000; however by investing the same $100/week, they could end up with $1.5 million. Beanstox helps make the power of compounding returns accessible to all people.
This projection assumes an investment of $100 per week for 40 years, earning an annual rate of return of 8% (including reinvestment of dividends and excluding fees and taxes), and keeping the funds invested throughout the investment period. Returns are estimated annualized returns, assuming a properly diversified portfolio. This chart does not reflect fees or the cost associated with investing. Learn more about fees. It is not indicative of past performance or any client’s experience using the Beanstox App.