Managing multiple retirement accounts?

Simplify and streamline your retirement savings.

Learn about rollovers

You can research our firm with FINRA's BrokerCheck.

Your tax questions, answered

Wondering when you’ll get your 1099, or what to do with it when you do get it?

Here’s what you need to know

See how we give back.

Dive into a major part of our company culture: volunteerism, donations, environmental practices, and other ways we invest in the communities we serve.

Learn about our Corporate Citizenship

Enroll in your company’s retirement plan

Does your company offer a 401(k) or 403(b) through Principal?

Enroll in your plan now

Protect your most valuable asset—your income

Your income lets you do the things you love. Make sure that doesn’t change, even if your health or ability to work does.

Find out more about income protection

What's Your Retirement Wellness Score?

Your score gives you an idea if you may be on track for retirement.

Your preliminary score is .

Retirement Wellness Score represents an estimate of the percentage of your pre-retirement income available once you retire. Studies suggest achieving a score of at least 70-85 to be on track for retirement.

Current Age
Annual Pay
Retirement Savings
Contribution Rate

Pay Frequency Every two weeks
Estimated Social Security $1,300
Desired Retirement Age 65
Annual Rate of Return 7%
Annual Rate of Inflation 2.5%
Pay Increase Per Year 3.5%

Add more detail to personalize your score.

Continue without logging in

This calculator is made available as a self help resource for your planning convenience. The results from the calculator are based on your inputs and are not intended to be a financial plan or investment advice from Principal® but may be used as general guidelines to help you make retirement planning or other personal financial decisions. Responsibility for these decisions is assumed by you, not Principal. Individual results will vary. You should regularly review your savings progress and post-retirement needs.

All projections, analysis and calculation results are estimates and depend on many factors, including the data and assumptions you provide, and may not reflect all your sources of income or expenditures. In addition, it ignores future transactions or changes in tax laws which cannot be anticipated. The reports, graphs and other analysis are dependent upon the accuracy of the data you provided.

This calculator is provided with the understanding that none of the member companies of Principal are rendering legal, accounting, or tax advice. Results may not be used to avoid penalties under the Internal Revenue Code. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.

(show less)