Connecting to accounts…
Roth IRA
$190,580
401(k)
$148,200
PLESA
$2,480
Reviewing 14 holdings across accounts…
Comparing 1,248 similar portfolios…
Checking today’s market conditions…
Review ready
2 items need your attention
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Good morning, Laurie
Projected at retirement
23 yrs to go
$1,870,000
Roth IRA
$190,580
401(k)
$148,200
PLESA
$2,480
On track
52% of goal
S&P 500 −1.8% — touching your IRA ›
⚠ Fee Alert
$1,088/yr
2 of your funds charge too much
Same investments, a fraction of the cost. I can make both switches for you right now.
Tap to fix this →
Opportunity
$1,240/yr
You’re leaving $1,240/yr on the table
Your employer matches up to 8% of your paycheck — you’re at 6%. One change gets you $1,240/yr in free money.
Tap to fix this →
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