Includes 60+ pages of everything you need to know about health savings accounts.
This chart can help you plan how you allocate your health savings funds and understand the potential benefits of investing with your HSA.
Deposits remain the same every month, are deposited at the beginning of each month starting Jan. 1. The projections reflect year-end values and do not include any fees. Estimated balances are displayed in today’s dollars.
Deposits remain the same every month, are deposited at the beginning of each month starting Jan. 1, and grow at an annual rate of 7.0%, compounded daily. The projections reflect year-end values and do not include our $1/mo management fee for balances below $5,000 with an additional .35% AUM/mo for balances $5,000 or higher. Additionally, these projections do not include the management fees charged by the managers of the investment funds known as the management expense ratio (“MER”) and are expected to be about ~0.2% annually. Estimated balances are displayed in today’s dollars.
Actual performance may be better or worse than our predictions. As with any investment account, your money is subject to market risk. In short, this means no outcome is guaranteed and we can’t guarantee you won’t lose money (including the money you start with). Please consider your objectives before investing. Your account balance may be more or less than your original investment.
