Benchmark Comparison

See how your target return compares to popular investment strategies.

Your Investment Target

10%
1% 5% 10% 15%

How You Compare

Conservative (Bonds) 4-5%
Target Date Funds 5-7%
Traditional 401(k) 6-8%
FIRE Movement (7% real) 7%
YOUR TARGET 10%
Your Goal
S&P 500 Historical ~10%
Aggressive Growth 12%

At 10%, you're aiming for S&P 500-level returns - historically achievable with a diversified stock portfolio.

Time to Financial Independence

Investing $1,000/month to reach $1,000,000

5%
30.5 years
7%
25.5 years
10%
21.5 years
12%
19.0 years

At 10%, you reach FI 4 years faster than the FIRE standard (7%)!

Benchmark Reference

Benchmark Expected Return Risk Level Best For
Conservative (Bonds) 4-5% Low Near-retirement, risk-averse
Target Date Funds 5-7% Low-Med Hands-off investors
Traditional 401(k) 6-8% Medium Working professionals
FIRE Movement 7% (real) Med-High Early retirement seekers
S&P 500 Historical ~10% Med-High Long-term investors
Aggressive Growth 12%+ High Risk-tolerant, long horizon

Start Tracking Your Progress

Set up your investment goals and see how you're performing against these benchmarks.