X

How does your score stack up?*

0
0

You may be better prepared than

0%

of people in your age group with an income of $0k.

0
0

You may be better prepared than

0%

of people in your age group.

0
0

You may be better prepared than

0%

of other Americans.

Data collected through the Fidelity Retirement Savings Assessment (RSA) is from a national online survey of 4,650 working households earning at least $20,000 annually with respondents age of 25 to 70 throughout August 2015. Data collection was completed by GfK Public Affairs and Corporate Communications using GfK's Knowledge Panel®, a nationally representative online panel. The responses were benchmarked and weighted against the 2014 Current Population Survey by the Bureau of Labor Statistics. GfK Public Affairs and Corporate Communications is an independent research firm not affiliated with Fidelity Investments. Fidelity Investments was not identified as the survey sponsor.

The Fidelity Retirement ScoreSM

Know where you stand for retirement in just 60 seconds. Answer 6 simple questions to get your score and additional steps to consider as you save for retirement.

Next

Generally, among asset classes, stocks are more volatile than bonds or short-term instruments and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Although the bond market is also volatile, lower-quality debt securities, including leveraged loans, generally offer higher yields compared with investment-grade securities, but also involve greater risk of default or price changes. Foreign markets can be more volatile than U.S. markets due to increased risks of adverse issuer, political, market, or economic developments, all of which are magnified in emerging markets.

Diversification does not ensure a profit or guarantee against loss.

*Because The Fidelity Retirement ScoreSM is based on an analysis of national spending data across a salary range of $50,000–$300,000, it may have limited applicability for incomes outside this range.

IMPORTANT: The projections or other information generated by the Fidelity Retirement Score regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time.

Back

Your Fidelity Retirement ScoreSM

About You

...

Your score is calculated assuming an underperforming market, so it represents a conservative estimate of how much income you could have during retirement.

We think you'll need about

$0

Per month in retirement

You could have about

$0

Per month in retirement

including ... from Social Security

Per month in retirement

See what happens if you change your:

Ready for your next step?

Get a more detailed look in our Planning & Guidance Center, which helps you create your own goals, track your progress, and provides you with detailed next steps to consider. All while helping you build a clear investment strategy that fits your specific needs.

Log In Now

Not a customer? Create a free Guest Access account and get to the Planning & Guidance Center in under a minute.

IMPORTANT: The projections or other information generated by the Planning & Guidance Center’s Retirement Analysis and Fidelity Retirement Score regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time. Read Important Information

The Fidelity Retirement Score is a hypothetical illustration and does not represent your individual situation or the investment results of any particular investment or investment strategy, and is not a guarantee of future results. Your score does not consider the composition of current savings and other factors.

View Methodology

Next steps

Once you get your score, contact us to help you get - or stay - where you want to be.

IMPORTANT: The projections or other information generated by the Planning & Guidance Center’s Retirement Analysis and Fidelity Retirement Score regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time. Read Important Information

The Fidelity Retirement Score is a hypothetical illustration and does not represent your individual situation or the investment results of any particular investment or investment strategy, and is not a guarantee of future results. Your score does not consider the composition of current savings and other factors.

View Methodology

hammer icon

Build Your Savings

Based on what you’ve told us, you're still in your prime earning and saving years. Now's the time to make sure you're taking advantage of all your saving options and updating your plan as your needs, and the markets, change. We can help get you started.

1% more
1% more

Increasing your savings by just 1% more now could mean living the retirement you want.

Read more
The Fidelity IRA
The Fidelity IRA

Gives you access to a broad range of investment options and one-on-one guidance.

Launch
It feels so good to know that we won't have to worry about our future finances if we spend our retirement money wisely. - Rachel C., Fidelity customer*
bank icon

Get Ready to Retire

Based on what you’ve told us, you're closing in on retirement. Now's the time to start thinking about how to turn your retirement savings into cash you can live on. Together, we can help find ways to make your money last, and continue to grow.

Retirement countdown
Retirement countdown

Five key questions to ask yourself—and answer—approximately five years before retirement.

Read more
Managed Accounts
Managed accounts

Our team of experienced investment professionals will manage your money based on your goals, priorities, and preferences.

Get started
Converting to a Roth IRA
Converting to a Roth IRA

Our professionals discuss the benefits of Roth IRAs and whether converting from a Traditional IRA may make sense for you.

Watch the video
Fidelity has given my wife and I the flexibility and options to help meet our investment needs. - Tony K., Fidelity customer*