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Monte Carlo retirement calculator

Instead of assuming one fixed return, this runs 1,000 simulations with randomized market years to estimate the probability your savings last through retirement. It captures sequence-of-returns risk a simple projection hides.

Your numbers
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Withdrawal rate: 4.0%
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Enter your numbers and run the simulation to see your success probability.
Run Monte Carlo on your real plan
This page simulates a single portfolio. planbend runs Monte Carlo and historical stress tests on your full plan (real accounts, Social Security, taxes, and changing spending) free to start.

Why Monte Carlo beats a single projection

A standard retirement projection assumes one fixed return every year, say 7%. But markets don't work that way. They swing, and the order of good and bad years matters enormously. A Monte Carlo simulation runs your plan through 1,000 different random sequences of returns, so you see not just an average outcome but a probability your money survives.

Sequence-of-returns risk

The biggest danger in early retirement is a market crash in your first few years. Withdrawing from a shrinking portfolio locks in losses you never recover from. Two retirees with the same average return can have wildly different outcomes purely based on when the bad years hit. Monte Carlo captures this by testing thousands of orderings.

Reading the success rate

The headline number is the percentage of simulations where your money lasted the full period. Many planners aim for 80% to 95%. Push too high and you may be underspending a retirement you worked hard for; too low and the risk of running out grows. The right target depends on how flexible your spending can be if markets disappoint.

planbend is a planning tool, not a financial advisor. This simulation draws returns from a simple normal distribution and ignores taxes, fees, and inflation variability. Real outcomes differ. For decisions about your own plan, the Resources page can help you find a licensed professional.

Common questions

What is a Monte Carlo retirement simulation?
It runs your plan through hundreds or thousands of random market scenarios instead of one fixed return, giving a range of outcomes and a probability your money lasts.
What is a good success rate?
Many planners look for 80% to 95%. A very high rate can mean underspending; a low rate means higher risk of running out. Your flexibility to adjust spending matters.
What is a Monte Carlo score?
It's another name for the success rate, the percentage of simulated scenarios in which your money lasts the full retirement. A 90% Monte Carlo score means your plan survived 900 of 1,000 simulated market histories.
What return and volatility should I use?
A common starting point is 7% average return with about 15% standard deviation for a diversified portfolio. More conservative mixes have lower averages and volatility.
Why does Monte Carlo matter?
A single average-return projection hides sequence-of-returns risk, poor returns early in retirement. Monte Carlo tests many orderings for a more honest picture.