USAMeta savings plan: what would your monthly amount be worth?
With $50 a month since Nov 2016 you'd have $18,736 today, having paid in $6,000.
Savings plan table
Monthly amount and time frame, each calculated up to today.
| 5 years | 10 years | |
|---|---|---|
| $25 a month | $3,500$1,500 paid in | $9,368$3,000 paid in |
| $50 a month | $6,999$3,000 paid in | $18,736$6,000 paid in |
| $100 a month | $13,998$6,000 paid in | $37,473$12,000 paid in |
How often did a 10-year plan pay off?
We calculated every possible 10-year period since May 2012 (54 start months).
98.1%
of periods ended in profit
Best start
Jul 2015
4× what was paid in
Worst start
Oct 2012
1× what was paid in
Typical (median): 2.9× what was paid in
Monthly plan or all at once?
Same money over the last 10 years: $6,000 either spread monthly or invested at the start.
Monthly plan
$18,736
All at the start
$37,764
When prices rise, investing everything at once usually wins. A monthly plan spreads the risk of a bad entry over many points in time.
Values in USD, month-start prices, excluding dividends, costs and taxes. Past performance is no guarantee.