Enter your employee stock purchases into a full financial plan for free by using the WealthTrace Planner. See how your Stock Purchase Plan impacts your retirement. Learn More about this or Sign Up for a 14 day free trial.

Employee Stock Purchase Plan Benefits

Lowest Stock Price During Period
Stock Price at End of Period
Dollar Contribution Per Paycheck
After six months you will have $1,412 in your ESSP account after contributing $1,200. This gives a total return of 17.6% and an annualized return of 91.6%.
Your Next Steps:
  • Are you diversified enough?
  • Has your employer's stock become an outsized portion of your portfolio?
  • Do you know how contributing to your Employee Stock Purchase Plan impacts when you can retire?
In just a few minutes you can find out using a free trial of WealthTrace. Click here to learn more.


Lowest Stock Price During Period:

The lowest price of the stock during the six month period being analyzed.


The percentage discount your company gives you off of the lowest stock price.

Stock Price at End of Period:

The price of the stock at the end of the six month period being analyzed.

Dollar Contribution Per Paycheck:

The amount you contribute to the ESPP each paycheck.


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