This article will help you to navigate each of your plans on the platform.

All your plans will be listed as an individual title or card. You may click on each plan to see more details.

Notice on the left side of your screen there is a hamburger menu  that can be used to open and collapse the list of your other plans. You may click on the hamburger to hide that list and maximize your view of reviewing the plan.

After selecting the plan you wish to review from your homepage, a new window will open and you will see a breakdown of that plans:

- Total Balance
- Employee Contribution
- Employer Contribution
- Rollover
- Outstanding Loans
- Average Deferral Rates by Percentages
- You will also see your Customer Success Manager's contact information
- The [Help Center Pop-Up Window](https://support.vestwell.com/hc/en-us/articles/7558030526359) will assist with searching for help Center articles

You will also see various tabs you can navigate through to find more information about the plan you selected:

- **Employees Tab**: Displays a list of all employees and can be filtered by Eligible, Ineligible, and Separated employees. Learn more about the Employees Tab [here](https://support.vestwell.com/hc/en-us/articles/5999207679767).
- **Investments Tab**: View the plan strategy breakdown and investment options. Learn more about the Investments Tab [here](https://support.vestwell.com/hc/en-us/articles/6007263284887).
- **Documents Tab**: Find the plan documents under this tab. Learn more about the Documents Tab [here](https://support.vestwell.com/hc/en-us/articles/6007371943063).
- **Reports Tab**: Download plan reports under this tab. Learn more about the Records Tab [here](https://support.vestwell.com/hc/en-us/articles/6026505673751).

We hope this article is helpful to you. If you need additional assistance, please contact us at [clientsuccess@vestwell.com](mailto:clientsuccess@vestwell.com)

### Articles in this section
- [Unregistered Employees](https://support.vestwell.com/hc/en-us/articles/19591664283671-Unregistered-Employees)
- [Plans Section Overview](https://support.vestwell.com/hc/en-us/articles/5998215359383-Plans-Section-Overview)
- [Employees Tab](https://support.vestwell.com/hc/en-us/articles/5999207679767-Employees-Tab)
- [Investments Tab](https://support.vestwell.com/hc/en-us/articles/6007263284887-Investments-Tab)
- [Documents Tab](https://support.vestwell.com/hc/en-us/articles/6007371943063-Documents-Tab)
- [Reports Tab](https://support.vestwell.com/hc/en-us/articles/6007438334231-Reports-Tab)
- [Enabling Contact Card](https://support.vestwell.com/hc/en-us/articles/17146683564695-Enabling-Contact-Card)
- [Plan Executive Summary (For Advisors)](https://support.vestwell.com/hc/en-us/articles/5084772588567-Plan-Executive-Summary-For-Advisors)
- [What Does The Plan Executive Summary Contain? (For Advisors)](https://support.vestwell.com/hc/en-us/articles/5146073717783-What-Does-The-Plan-Executive-Summary-Contain-For-Advisors)