Skip to content
OF OfficialFinancial

401(k) match calculator

Most match formulas are X% match up to Y% of salary. Plug in your numbers and we will show your matched dollars and your missed match.

Match captured
$1,600
Match missed (annual)
$800
Want this tied to your real numbers?

Create a free account and we'll plug your profile in automatically — and place this tool inside your full roadmap.

Start My Free Financial Roadmap

FAQ

Why is the match a high-priority move?
A 50% match is an immediate 50% return on the matched portion — there is no investment that reliably matches that.
Is the employer match always vested immediately?
No. Some plans use cliff or graded vesting. Check your plan documents — if you leave before vesting, you forfeit the unvested match.
What if my plan has true-up?
A "true-up" provision pays you the match you would have received over the year regardless of paycheck timing. Without it, front-loading contributions can cost you match.

Educational guidance only. Not legal, tax, or individualized investment advice. We do not recommend individual securities or guarantee outcomes.