Create a 401(k) Calculator in Excel

401k calculator

A 401(k) calculator can estimate the growth of a 401(k) plan over time. The calculator inputs include: rate of return, the annual investment, and the beginning 401(k) balance.

401(k) calculator tutorial

This tutorial shows how to create a 401(k) calculator in Excel.

The 401(k) calculator uses the following inputs:

  • annual rate of return
  • beginning 401(k) plan balance
  • annual employee withholding
  • annual employer matching
  • age at the beginning of the plan
  • age at the ending of the plan

401(k) calculator

Here is the Excel 401(k) calculator used in the tutorial.

There is a download link below for the Excel file 401(k) Growth Calculator.

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