Retirement · Free calculator

Fidelity-Style Retirement Calculator

Check yourself against Fidelity's published savings milestones — 1× salary by 30, 3× by 40, 6× by 50, 8× by 60, 10× by 67 — and see the monthly contribution that closes the gap.

Short answer

Fidelity-Style Retirement Calculator

2Your savings as a multiple of salary

You are $105,000 below the age-40 milestone of 3× salary. To reach 10× by 67 you'd need $0/month — about 0.0% of salary including the match, versus the 14.0% you're doing now.

How it's calculated: $180,000 saved on a $95,000 salary = 1.9× — Fidelity's age-40 milestone is 3× Adjust the inputs below to recalculate for your own numbers.

Disclaimer: Educational estimate only — not financial, tax, or legal advice. RevenueLab is independent and not affiliated with, endorsed by, or sponsored by any brand named on this page. We model the publicly described method using 2026 figures; the brand's own tool may apply additional inputs. Verify with a licensed professional.

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40
$95,000
$180,000
10%
4%
67
7%

Fidelity's planning tools use a real (inflation-adjusted) return in the mid single digits.

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Formula used

Fidelity's salary-multiple milestones

Fidelity's widely cited benchmarks express retirement readiness as a multiple of current salary rather than a dollar target, which makes the yardstick scale with income. The series assumes saving 15% of income from age 25, investing largely in equities, and retiring at 67 with a replacement rate of roughly 45% from savings alongside Social Security.

1× by 30 · 2× by 35 · 3× by 40 · 4× by 45 · 6× by 50 · 7× by 55 · 8× by 60 · 10× by 67
Milestone at 30
1× salary
Milestone at 50
6× salary
Milestone at 67
10× salary
Assumed savings rate
15% from age 25
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Why multiples of salary, not a dollar figure

A $1M target means very different things to someone earning $50,000 and someone earning $250,000, because retirement spending tracks pre-retirement spending. Expressing the goal as a multiple keeps the benchmark honest across incomes and automatically adjusts as you get raises.

The assumptions baked into 10×

Retiring at 67, Social Security covering a meaningful share of income, a replacement rate around 45% from savings, and a portfolio held mostly in equities for most of the accumulation period. Retiring earlier, expecting no Social Security, or holding a conservative portfolio all push the required multiple higher — 12× to 15× is not unusual for an early retirement.

If you are behind

Three levers, in order of power: increase the contribution rate (every 1% now compounds for decades), capture the full employer match if you are not already, and delay retirement by even two years — which simultaneously adds contributions, adds growth, and shortens the drawdown. The third lever is usually the strongest and the least discussed.

Catch-up contributions after 50

From age 50 the IRS allows additional catch-up contributions above the standard 401(k) and IRA limits. For someone at 4× salary at 50 aiming at 8× by 60, maxing catch-up contributions is often the difference between the two.

FAQ

How much should I have saved for retirement by 40?

Fidelity's benchmark is 3× your current salary by age 40 — $285,000 on a $95,000 salary. It assumes 15% saved annually from age 25 and retirement at 67.

Is 10× salary really enough to retire?

It is a reasonable central estimate for retiring at 67 with Social Security and average spending. It is not enough for early retirement, high healthcare costs before Medicare, or a plan that assumes no Social Security.

Does the employer match count toward the milestone?

Yes — the milestones measure total retirement savings regardless of who contributed. The match is the cheapest progress available; not capturing it in full is leaving guaranteed money behind.

What if I started saving late?

The milestone series assumes a start at 25. Starting at 35 or 40 means a higher contribution rate — often 20–25% — or a later retirement date. Run the calculator with your real age and the monthly figure needed to reach 10× is shown directly.

How this calculator is built

Independently maintained

Written by Sam Doshi and the RevenueLab editorial team. We don't sell the data feeds this tool is built on.

Sourced from primary data

Benchmarks come from public AdSense / Stripe / IRS disclosures and reader-submitted data — never third-party "$X per view" claims. Full methodology.

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Reviewed on a rolling quarterly cycle. Dated reviews are published on the methodology record for each calculator.

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See our editorial policy and disclaimer. Results are estimates, not advice.

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