Reports
Account statements, performance reports, and regulatory documents
Total Return
+$9,043
+7.6% YTD
Contributions
$6,000
This year
Employer Match
$3,000
100% matched
Projected at 65
$1.2M
Current pace
Portfolio Value Over Time
Your account balance and growth trajectory
Performance Metrics
Annualized Return
vs Benchmark: +6.9%
+7.4%
outperformingVolatility
vs Benchmark: 13.1%
12.3%
lowerSharpe Ratio
vs Benchmark: 0.61
0.67
higherMax Drawdown
vs Benchmark: -9.1%
-8.2%
betterRetirement Projection
$1.2M
Projected balance at age 65
Monthly Income Goal$4,800
Projected Monthly Income$4,800
Years to Retirement25
On TrackYes