Aspire. Plan. Invest.
Savings and Investment Tracker
This tracker provides aggregate information about the amount of money that participants have saved, and earned in match funds, through our core IDA program. It also summarizes, by asset category, how participants how invested their savings and match funds.
Accounts opened to date5: 143
Total participant savings: $152,470
Total match funds accrued: $288,204.77
Asset purchases to date: $371,892 invested
First home purchase: 16 homes, $106,323 invested
Home repair: $7,200 invested
Roth IRA: $20,597
Small business: $18,682 invested
Postsecondary education for self: $6,196 invested
Postsecondary education for child: $212,894 invested
- This includes funding 47 529 college savings plans opened through the IDA program.
- An additional 100 college savings plans have been opened through one-time college savings workshops. Compass has assisted parents in opening a total of 147 college savings plans.
5. Results as of December 31, 2011.