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Brand vs Generic Drug Savings Calculator

Compare brand-name and generic medication costs to estimate your potential savings over retirement. Add your prescriptions and see how switching to generics can boost your pharmacy budget.

Personal Details

Your Medications

Medication 1

Medication 2

Medication 3

Medicare Part D Thresholds

96Score
StrongRetirement readiness

Generic Drug Savings Score

Outstanding savings potential! Switching to generics will have a major positive impact on your retirement pharmacy budget.

Annual Savings

$9,276

Lifetime Benefit

$492,238

RiskReviewStrong

Monthly Savings

$773

95% avg savings

Annual Savings

$9,276

brand $9,720 → generic $444

Invested Growth

$185,519

if savings are invested

Total Lifetime Benefit

$492,238

over 20 years

That's $25.41 saved every day

By switching 3 medications to generics, you save $9,276 per year in pharmacy costs alone — before investment growth.

Generics could help you avoid the Medicare Part D coverage gap

Your brand-name drug costs ($9,720/yr) exceed the $5,030 donut hole threshold, but switching to generics ($444/yr) keeps you below it — saving you even more.

Savings by Medication

Annual cost comparison for each prescription

MedicationCategoryBrand (Annual)Generic (Annual)Annual SavingsSavings %
Lipitor → AtorvastatinCholesterol$4,200$180$4,02096%
Prilosec → OmeprazoleAcid Reflux$3,120$144$2,97695%

Cumulative Savings Over Retirement

How generic drug savings grow over time

Annual Cost Comparison: Brand vs Generic

Side-by-side drug costs over time

Lifetime Savings Breakdown

Where your savings come from

Total

$492,238

Direct Drug Savings

62%

$306,719/yr

Investment Growth

38%

$185,519/yr

Year-by-Year Breakdown

Detailed cost projections for every year

YearAgeBrand CostGeneric CostAnnual SavingsInvested Value
166$9,720$444$9,276$9,740
671$12,405$567$11,838$74,583
1176$15,833$723$15,110$174,514
1681$20,207$923$19,284$323,973
2085$24,562$1,122$23,440$492,238

Personalized Insights

Actionable recommendations based on your numbers

9 insights1 priority
Positive#1

Save $25.41 every day by switching to generics

Across your 3 medications, switching from brand-name to generic saves $9,276 per year — that is $773 per month you can redirect to other retirement needs.

Note#2

FDA requires generics to be therapeutically equivalent

Generic drugs must contain the same active ingredient, dosage, strength, and route of administration as the brand-name version. The FDA requires generics to demonstrate bioequivalence, meaning they work the same way in your body.

Positive#3

Avoid the Medicare Part D coverage gap entirely

Your brand-name drug costs of $9,720/year push you into the donut hole, but switching to generics at $444/year keeps you below the $5,030 threshold — avoiding the coverage gap where you pay a higher percentage of costs.

Positive#4

Invested savings could grow by $185,519

If you invest the money saved from generics at 5% annually, investment growth alone adds $185,519 over 20 years, bringing your total benefit to $492,238.

Watch#5

Drug prices rise faster than general inflation

At 5% annual drug price inflation, brand-name medications become increasingly expensive over a 20-year retirement. Generics typically see smaller price increases, making the savings gap wider each year.

Note#6

Ask your pharmacist about therapeutic alternatives

Even when an exact generic is not available, your doctor may be able to prescribe a therapeutically equivalent drug in the same class that does have a generic version. A pharmacist can help identify these alternatives and check for interactions.

Positive#7

Average savings of 95% per medication

Your medications have exceptionally high generic savings potential. This is common for drugs like statins, ACE inhibitors, and proton pump inhibitors where generics have been available for years.

Positive#8

Total lifetime benefit exceeds $492,238

Over 20 years of retirement, switching to generics could save or generate $492,238 in combined drug cost savings and investment growth. That could fund years of additional retirement expenses or leave a meaningful legacy.

Note#9

Consider mail-order pharmacies for additional savings

Many Medicare Part D plans and pharmacy benefit managers offer 90-day supplies via mail order at a lower cost per dose than monthly retail refills. Combining generics with mail-order can maximize your pharmacy savings.