Investment goal calculator

What would I need to contribute to reach a goal?

Work backwards from a target balance and a time frame to the monthly contribution the arithmetic requires, under a return you choose rather than one we promise.

Written by
Suggested Investments Research Team
Content type
Calculator
Published
2026-09-13
Last reviewed
2026-09-13

Monthly contribution required

$481

Total you would contribute

$115,347

What this is not

Not a projection

The required contribution changes with the return you assume, and real returns are unknown and uneven.

How to read the result

  • Change the assumed return and watch the required contribution move. That sensitivity is the honest lesson of the page.
  • If the required contribution is unrealistic, extending the time frame usually helps more than assuming a higher return.
  • Treat the result as a starting plan to revisit, not a commitment set in stone.

What this calculator cannot tell you

  • Inflation, taxes and account limits are not modelled.
  • No return is guaranteed, and a long flat stretch can leave you behind schedule through no fault of the plan.
  • This is arithmetic, not financial advice or a projection.

Terms used here

Sources and methodology

Standard future-value arithmetic. Every figure is hypothetical and depends entirely on the assumptions you enter.

  • Free Investment Calculators

    Compounding, contribution growth and cost-of-waiting calculators that show how contributions, time and fees change a long-term result.

  • Compound Interest Calculator

    See how a starting balance, regular contributions, time and fees combine, including the year cumulative growth overtakes cumulative contributions.

  • Contribution Growth Calculator

    Compare contribution schedules and escalation rates to see how much of a long-term balance comes from what you add versus what compounds.

  • Cost of Waiting Calculator

    Quantify what delaying the start of an investing plan by months or years costs at the end, using the same compounding assumptions throughout.

  • Drawdown Recovery Calculator

    Enter a percentage decline to see the gain required to return to the previous high, and how long that takes at a return you assume. Recoveries are always larg

  • Fee Impact Calculator

    Compare the same plan with and without an annual fee to see the cost in money rather than in basis points. A fee is charged on the whole balance every year, i