Standing Ledger
Sign InRetirement
401(k), IRA, and other retirement accounts
Total Balance
$186K
Tax-Advantaged
$186K
All non-pension accounts
Roth Balance
$55K
Roth 401(k) + Roth IRA
Contributions YTD
$8,000
All accounts combined
Account Details
| Account | Type | Owner | Balance | Contrib. YTD | Employer Match | Data Source | |
|---|---|---|---|---|---|---|---|
| Jake 401(k) — Fidelity | 401(k) | Jake | $131,500 | $4,500/ $23,000 | 4% | Manual Entry | |
| Sarah Roth IRA — Vanguard | Roth IRA | Sarah | $54,800 | $3,500/ $7,000 | — | Manual Entry |
Contribution Progress
Jake 401(k) — Fidelity
20% of limit$4,500 / $23,000
Sarah Roth IRA — Vanguard
50% of limit$3,500 / $7,000