Saving & investing guide

How Compound Interest Works

Understand how starting balance, contributions, rate, and time combine in a compound-growth estimate.

Worked example · educational estimate · no account required
Worked example

$10,000 plus $250 monthly for 10 years at 7%

Total contributed$40,000
Projected balance$63,368
Projected growth$23,368

This is a mathematical projection using a constant 7% annual rate compounded monthly. It is not a prediction or guaranteed return.

01

The four inputs

A compound-growth estimate needs a starting balance, recurring contribution, assumed return, and time horizon. Increasing any one can raise the result, but time has a special effect because it creates more periods for prior growth to compound.

  • Starting balance begins compounding immediately.
  • Regular contributions add new principal over time.
  • The assumed rate controls the modeled pace of growth.
  • The time horizon determines how many compounding periods occur.
02

Contributions versus growth

Separate money deposited from modeled growth. In the example, $10,000 starts the account and $30,000 is added over 120 months. The remaining projected balance comes from the constant-rate assumption.

  • Contributed: $40,000.
  • Modeled growth: about $23,368.
  • Projected total: about $63,368.
03

Use projections as a range

Real returns change over time and fees, taxes, and inflation can reduce usable value. Run a lower, middle, and higher rate rather than relying on one outcome. The calculator is best used to compare scenarios, not promise a future balance.

Questions, answered

Frequently asked questions

Is 7% guaranteed?

No. It is an illustrative constant assumption. Actual returns can be lower, higher, or negative in individual periods.

Does the estimate include fees or taxes?

No. Subtract expected fees or use a lower net return assumption when those costs apply.