Retirement, Investments, & Insurance for Individuals Build your knowledge Planning Tools & Calculators

Planning Tools & Calculators

Use the Retirement Wellness Planner and life and income insurance calculators from Principal to track your savings progress and estimate your coverage needs.

A man and a woman reviewing the planning tools and online calculators that Principal offers.
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Find useful tools and resources for tracking your savings progress, estimating your coverage needs, and taking control of your financial future.

Retirement Wellness Planner

Quickly see whether you’re on track with your retirement goals, and see which small changes could add up to a potentially big impact.

Log in to see your personalized Retirement Wellness Score based on your current retirement savings with services by Principal®.

Don’t have an account with us? Visit our public Retirement Wellness Planner.

Income Protection Calculator 

Find out how much coverage you may need—and what it could cost—to insure your income if you’re ever too sick or hurt to work.

Use the income protection calculator

Learn more about income protection