The "My Account" page of your saver portal will provide you with your retirement balance, a comprehensive list of your transactions, and your retirement account statements. By clicking on the piggy bank icon on the left-hand side of your portal, you will access the "My Account" page.
Balance
The “Balance” tab displays the balance in your account as of the current date, including:
- Personal Rate of Return - Shows how your account has performed over a selected period, based on your investment earnings and the timing of your contributions, withdrawals, loans, and fees. For more information, we recommend our article, “Personal Rate of Return.”
- Note: Select Change Range to view and compare your RoR over a specific period of time.
- Vested & Unvested Amounts - Your vested balance represents the benefits you have earned the right to keep should you leave employment. For more information, we recommend our article, “Vesting: What You Should Know.”
- Note: Select View Balance Breakdown by Source to view the market value of your balances in more detail.
- Activity Summary - Provides a snapshot of how your retirement account balance has changed over time. It shows your starting balance, contributions (both yours and your employer’s, if applicable), any withdrawals or fees, and your investment gains or losses.
- Note: Use the Date Range dropdown to filter your transactions summary over a specific time period.
Contributions And Rollovers
The “Contributions and Rollovers” tab provides an overview of the total funds added to your account, including:
- All-Time Contributions - Displays the total amount contributed to your account as of the current date, broken down by your own contributions and your employer’s (if applicable).
- Note: Select Start a Rollover to begin the Rollover Request process.
- My 2026 Contributions - Shows your year-to-date contributions progress toward the annual IRS limit.
- Note: Select Compare Yearly Contributions to see how your savings progress compares to previous years.
- My Savings Rates - Displays the percentage of your paycheck you’re contributing on a pre-tax and/or Roth basis.
- Note: Select Manage to adjust these rates.
- Activities - Lists completed contribution transactions. You may select any activity to view detailed information about the trades associated with that contribution, as well as a breakdown by funding source.
- Note: Use the Date Range and Type dropdown menus to filter between your and your employer’s contributions or view contributions over a specific time period. You may also toggle to include data from canceled requests.
All Transactions
The “All Transactions” tab displays a detailed list of all activity within your account, including contributions, fees, and distributions.
- Note: Use the Date Range and Type dropdown menus to filter your transaction history or view transactions over a specific time period. You may also toggle to include data from investment activities. To export your transaction history, select Download Report.