Balance Over Time Overview

Your Vestwell portal allows savers to see their balance over time, which is displayed in a chart on the home page of the saver portal. 

Under the Retirement Savings section, you can view your balance as of the previous trading day's close, and the date range for the account balance will display under your current balance amount.

Historical Balance

Hovering over the chart will allow you to see your balance on any date from inception up to the current day. 

Account Details

Clicking the "Account Details" button will take you to the Account Details overview page. 

What if There is No Balance?

If you do not have a balance in your plan, a message will display "No balance yet." Your balance will update once you or your employer contribute or rollover funds are deposited into your account. The time it takes for your new balance to reflect may vary; for contributions, the estimated time is 1 - 2 days;  rollover contributions may take more time to reflect in your portal.

Why is there a dip in my chart?

You may notice that there are sharp dips in your chart. Those are generally due to a rebalance in your account completed on that trading day.  As a reminder, you can rebalance your account on a one-time basis or direct us to rebalance your account automatically each quarter, and you can change those settings at any time.

The most recent performance data displayed on the chart and elsewhere on our website or your Vestwell account portal may not reflect all capital gains, interest, dividends, or deductions for expenses for recordkeeping fees, transactions, or other charges to your account.  All investments have risk, and past performance is not a guarantee or a representation of the future performance of the assets available to your plan. For more information about the risks associated with the investment options that the investment fiduciary has selected for your plan, please review the prospectus, fact sheets, and other information in your account portal or by your plan’s investment fiduciary.

We hope this information is helpful to you. If you have any questions, please contact us at