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Get an overview of how prepared you are for retirement and see how you compare with others your age by answering a few questions.
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Find out your Fidelity Retirement Score℠
*Numbers do not add up to 100% due to rounding.
Data collected through the Fidelity Retirement Savings Assessment (RSA) is from a national online survey of 4,650 working households earning at least $20,000 annually with respondents age of 25 to 70 throughout August 2015. Data collection was completed by GfK Public Affairs and Corporate Communications using GfK's Knowledge Panel®, a nationally representative online panel. The responses were benchmarked and weighted against the 2014 Current Population Survey by the Bureau of Labor Statistics. GfK Public Affiars and Corporate Communications is an independent research firm not affiliated with Fidelity Investments. Fidelity Investments was not identified as the survey sponsor.
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About the Fidelity Retirement Savings Assessment: These findings are the culmination of a yearlong research project with Strategic Advisers, Inc. a registered investment adviser and a Fidelity Investments company, which analyzed the overall retirement readiness of American households based on data such as workplace and individual savings accounts, projected Social Security benefits, home equity, and pension benefits. The analysis for working Americans projects the income replacement rate for the average household, compared with preretirement income, and modeled the estimated effect of specific steps to help improve readiness based on the anticipated length of retirement. Data for the Fidelity Investments Retirement Savings Assessment (RSA) was collected through a national online survey of 2,265 working households earning at least $20,000 annually with respondents aged 25 and older, from June through October. Data collection was completed by GfK Public Affairs and Corporate Communications using GfK’s Knowledge Panel®, a nationally representative online panel. Fidelity Investments was not identified as the survey sponsor. GfK Public Affairs and Corporate Communication is an independent research firm not affiliated with Fidelity Investments.
Guidance provided by Fidelity through the Fidelity Retirement Score is educational in nature, is not individualized, and is not intended to serve as the primary basis for your investment or tax-planning decisions.
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