Flat Fee Savings Calculator for an Individual Participant

(vs. the traditional asset-based Recordkeeper)


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.