Investment Returns and Fees
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Initial Investment$0.00Total Fees Paid to Robo-advisors $37,886.72
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Yearly Contribution$6,000.00Total Fees Paid to Total Market Index Fund$6,318.60
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Yearly Rate of Return
7%
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Robo-advisor Yearly Fees0.25%
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Total Market Index Fund Yearly Fees0.04%
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YearInvesment before feesInvestment after Robo-advisor FeesMoney paid to Robo-advisor FeesInvesment before feesInvestment after Total Market Index Funds FeeMoney paid to Total Market Index Fund FeesInvestment without fees
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1$6,420.00$6,403.95$16.05$6,420.00$6,417.43$2.57$6,420.00
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2$13,272.23$13,239.05$33.18$13,286.65$13,281.34$5.31$13,289.40
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3$20,585.78$20,534.31$51.46$20,631.03$20,622.78$8.25$20,639.66
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4$28,391.72$28,320.74$70.98$28,486.37$28,474.98$11.39$28,504.43
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5$36,723.19$36,631.38$91.81$36,888.23$36,873.47$14.76$36,919.74
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6$45,615.58$45,501.54$114.04$45,874.62$45,856.27$18.35$45,924.13
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7$55,106.65$54,968.88$137.77$55,486.20$55,464.01$22.19$55,558.82
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8$65,236.70$65,073.61$163.09$65,766.49$65,740.18$26.31$65,867.93
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9$76,048.76$75,858.64$190.12$76,762.00$76,731.29$30.70$76,898.69
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10$87,588.75$87,369.77$218.97$88,522.48$88,487.07$35.41$88,701.60
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11$99,905.66$99,655.89$249.76$101,101.17$101,060.73$40.44$101,330.71
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12$113,051.81$112,769.18$282.63$114,554.98$114,509.16$45.82$114,843.86
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13$127,083.02$126,765.31$317.71$128,944.80$128,893.22$51.58$129,302.93
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14$142,058.88$141,703.74$355.15$144,335.74$144,278.01$57.73$144,774.13
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15$158,043.00$157,647.89$395.11$160,797.47$160,733.15$64.32$161,328.32
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16$175,103.24$174,665.48$437.76$178,404.47$178,333.11$71.36$179,041.30
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17$193,312.07$192,828.79$483.28$197,236.43$197,157.53$78.89$197,994.20
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18$212,746.80$212,214.94$531.87$217,378.56$217,291.61$86.95$218,273.79
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19$233,489.98$232,906.26$583.72$238,922.02$238,826.45$95.57$239,972.95
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20$255,629.69$254,990.62$639.07$261,964.31$261,859.52$104.79$263,191.06
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21$279,259.96$278,561.81$698.15$286,609.69$286,495.04$114.64$288,034.43
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22$304,481.14$303,719.94$761.20$312,969.70$312,844.51$125.19$314,616.85
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23$331,400.33$330,571.83$828.50$341,163.62$341,027.16$136.47$343,060.02
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24$360,131.86$359,231.53$900.33$371,319.06$371,170.53$148.53$373,494.23
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25$390,797.74$389,820.74$976.99$403,572.47$403,411.04$161.43$406,058.82
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26$423,528.20$422,469.38$1,058.82$438,069.81$437,894.58$175.23$440,902.94
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27$458,462.23$457,316.08$1,146.16$474,967.21$474,777.22$189.99$478,186.15
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28$495,748.20$494,508.83$1,239.37$514,431.62$514,225.85$205.77$518,079.18
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29$535,544.45$534,205.59$1,338.86$556,641.66$556,419.00$222.66$560,764.72
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30$578,019.98$576,574.93$1,445.05$601,788.33$601,547.62$240.72$606,438.25
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31$623,355.17$621,796.79$1,558.39$650,075.95$649,815.92$260.03$655,308.93
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32$671,742.56$670,063.21$1,679.36$701,723.04$701,442.35$280.69$707,600.55
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33$723,387.63$721,579.16$1,808.47$756,963.31$756,660.53$302.79$763,552.59
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34$778,509.70$776,563.43$1,946.27$816,046.76$815,720.34$326.42$823,421.27
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35$837,342.87$835,249.51$2,093.36$879,240.77$878,889.07$351.70$887,480.76
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36$900,136.98$897,886.63$2,250.34$946,831.31$946,452.57$378.73$956,024.41
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37$967,158.70$964,740.80$2,417.90$1,019,124.25$1,018,716.60$407.65$1,029,366.12
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38$1,038,692.66$1,036,095.93$2,596.73$1,096,446.77$1,096,008.19$438.58$1,107,841.75
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39$1,115,042.64$1,112,255.03$2,787.61$1,179,148.76$1,178,677.10$471.66$1,191,810.67
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40$1,196,532.89$1,193,541.55$2,991.33$1,267,604.50$1,267,097.46$507.04$1,281,657.42
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