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Retirement Planner

MP2, Regular Savings, and everything else — one picture

Pag-IBIG isn't a pension. This adds up what it actually gives you, alongside outside savings, against what you'll likely spend.

Retirement age

MP2 assumed rate

Assumed to grow at a flat 6.62%, based on recent Regular Savings history.

Mutual funds, PERA, employer plans — assumed to grow at a flat 5.0%.

Pag-IBIG Fund is a savings program, not a pension — this planner projects a balance, not a guaranteed income. It does not include SSS, GSIS, or any employer pension.

0/ 100

Retirement Readiness

Calculating…

Years to Retirement

MP2 at Retirement

Regular Savings at Retirement

Other Savings at Retirement

Combined Total

Est. Monthly Retirement Income

Expense Replacement

Total You’ll Have Contributed

Combined growth to retirement

Click a legend item to toggle a series

Insights

Suggested improvement

New replacement:

If you retired 5 years later

Combined total, same contributions and rates

How the health score works

Four factors are each independently rated Excellent, Good, Fair, or Low, converted to points (95 / 80 / 60 / 35), then combined into a single weighted average:

Contribution Health30%

≥₱8,000/mo excellent · ≥₱4,000 good · ≥₱1,500 fair

Expense Replacement30%

≥100% excellent · ≥70% good · ≥40% fair

Time Horizon25%

≥25yr excellent · ≥15yr good · ≥5yr fair

Diversification15%

Any outside savings = excellent; Pag-IBIG only = fair

The weighted average becomes your 0–100 score, then maps to a label: 88+ Excellent, 72–87 Good, 55–71 Fair, below 55 Needs Work. This is an illustrative heuristic, not a real retirement-readiness formula — it doesn't include SSS, GSIS, or employer pension income at all, and the 4% withdrawal-rate assumption behind Expense Replacement is a common industry starting point, not a Pag-IBIG figure or a guarantee your balance lasts a specific number of years.

Related guides
Next steps

Your action plan

  1. 1

    Check your actual SSS or GSIS contribution record — this planner only covers Pag-IBIG and what you enter as "other savings."

  2. 2

    If your expense replacement is under 70%, start with the Insights panel's suggested improvement — it's sized to be realistic, not dramatic.

  3. 3

    Revisit this planner yearly, especially after a dividend rate declaration or a change in monthly expenses.

  4. 4

    If you have zero "other savings," even a small outside fund improves your Diversification score — see the MP2 vs. Regular Savings guide for where to start.