Flat Fee Savings Calculator for an Individual Participant

(vs. the traditional asset-based Recordkeeper)

Evolve

Ending Evolve Balance
$

Final Evolve Fee
$

Asset-Based Recordkeeper

Ending Asset-Based Balance
$

Final Asset-Based Fee
$

Amount saved by engaging EVOLVE: $

Starting Balance: $

Annual Contribution: $

Annual Return: %

Years to Retirement: years

*The illustrations above are based on an asset-based fee of 20bps or 0.20%. If your asset-based fee is higher, then the disparity would be greater. The information contained within this illustration is for educational and informational purposes only.

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