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401K Calculator

Return and Volatility

ProFolio 401K Calculator

Should you max out your 401K?  Will your taxable account outperform your 401K account over the long term?  401K accounts typically have limited investment options and higher fees than taxable accounts.  Use the ProFolio 401K calculator to figure out whether you should put more money into your taxable account or 401K. Adjust the form for your specific situation, then fill in your estimated return and fees. For asset return and volatility data see below. Additional information on volatility can be found in the Volatility Primer. For additional information on the calculator, see Calculator Disclosure.  

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