Your Monthly Retirement Income
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Demo User
Manage Your Financial Wellbeing
Save for your someday
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Accounts
March 20YY
$1,346.67
Investment Accounts
$79,600.00
EMPLOYER’S SAVINGS PLAN
As of MM/DD/YYYY
$35,000.00
EMPLOYER’S NONQUALIFIED PLAN
As of MM/DD/YYYY
$10,000.00
EMPLOYER’S HSA PLAN
As of MM/DD/YYYY
$2,500.00
EMPLOYER’S HRA PLAN
As of MM/DD/YYYY
$3,000.00
Cash Balance Plan
As of MM/DD/YYYY
$10,000.00
Roth IRA
As of MM/DD/YYYY
$19,100.00
Payment Accounts
$2,500.00Pension Plan
As of MM/DD/YYYY
$2,500.00
Savings Accounts
$11,500.00
Checking Accounts
$1,002.00
Chase Bank Checking
As of MM/DD/YYYY
$1,002.00
Credit Card Accounts
$362.07
American Express Gold Card
As of MM/DD/YYYY
$362.07
Loan Accounts
$328,000.00
Non-Participant users with dashboard capabilities will never have access to MX account data except account balance, Employee Benefits data (if applicable), and will not be able to SSO external sites. All associated buttons/links will be disabled.
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Recent
Low balance alert
On December 30, your Health Savings Account account balance fell below $100.00
Your Goals
1
Current / Your Saving Goal
$6,000/$5,000
Congratulations! You have achieved your emergency
goal.
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