📖 Overview

Use this tool to track your savings rate and benchmark your financial health.

⚙️ How It Works

Expresses monthly savings as a percentage of monthly gross income.

The Formula

Savings Rate = (Monthly Savings ÷ Monthly Income) × 100
💡The FIRE (Financial Independence, Retire Early) community targets 50–70% savings rates. Financial advisors commonly recommend 15–20% as a baseline.

Quick Reference

Savings RateYears to Financial Independence (approx.)
10%~40 years
20%~37 years
30%~28 years
50%~17 years
70%~9 years

Practical Tips

💡 Automate savings first, then spend the remainder.
💡 Even increasing savings rate by 5% meaningfully shortens your work timeline.

Frequently Asked Questions

❓ Should savings rate use gross or net income?

Either is fine — just be consistent when comparing over time.

❓ Does 401k/pension count as savings?

Yes, employer-matched contributions are part of your effective savings rate.