Yearly Rate of Return - Rounded up to 2 Digits to the right of the decimal point

YTD Rate of Return - Rounded up to 2 Digits to the right of the decimal point

A list of RateOfReturn accounts resources

A list of messages
 - wi-dc-prr-stale-002 : Warning - Balance History batch did not run for the last 24 hours 
 - wi-dc-prr-rejects-002 : Warning - Year-To-Date Balance history or cashflow transaction load has rejects logged 
 - wi-dc-prr-rejects-003 : Warning - One-Year Balance history or cashflow transaction load has rejects logged 
 - wi-dc-prr-message-001 : Warning - Generic Message  
        > GenericMessage(String) - , 

A list of messages
 - wi-dc-prr-stale-001 : Warning - Balance History batch did not run for the last 24 hours  
        > asOf(Timestamp) - , 
 - wi-dc-prr-rejects-001 : Warning - Balance history or cashflow transaction load has rejects logged 
 - wi-dc-prr-message-001 : Warning - Generic Message  
        > GenericMessage(String) - , 
 - wi-dc-prr-monthlyEndDateAdjusted-001 : Warning - Month end for the most recent month has been updated to reflect up to date data load date in operational data store (ODS) 

Beginning balance - Rounded up to 2 Digits to the right of the decimal point

Rate of Return for the period expressed as a percentage - Rounded up to 2 Digits to the right of the decimal point

<p><div title='Product Version: PR107468'>SNOW Id: AP131874</div><div title='Core Version: 6.0.9'>Build Version: 2.0.6</div></p>Provides Rate of Return of the account for a given CustomerId (WId for internal consumers) & Plan Number

Provides Rate of Return of the account for a given CustomerId (WId for internal consumers) & Plan Number

2.0.6

6.0.9 PR107468

AP131874

customerId

planNumber

List account level Rate of Return for Year To Date and One Year (Prior Months End) - CustomerId (For Internal: WId) and PlanNumber

Starting month to get PRR(Example: Jan-2019)

fromMonth

Ending month to get PRR(Example: Aug-2019). One month Rate of Return for the fromMonth will be returned if toMonth is not supplied.

toMonth

List RateOfReturn information - customerId and planNumber

---
title: DC Personal Rate of Return API
subtitle: Review investment performance across a range of milestone dates.
disclaimers:
    - For plan sponsor and investment professional use only.
    - Approved for use in advisor and 401(k) markets. Firm review may apply.
    - Some products and services described on this website are not available to employers outside the United States.
    - Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney to tax professional regarding your specific situation.
    - Fidelity Workplace Services LLC, 245 Summer Street, Boston, MA 02210
    - © 2023 FMR LLC. All rights reserved
    - 1148063.1.0 
---

## The Defined Contribution (DC) Personal Rate of Return API provides rates of return for year-to-date and one-year periods.

### Benefits and features

This API provides plan participants with a quick and accessible overview of their investment performance. The API can help to display performance for an account based on a given date range.

### How it works

This API retrieves historical account performance to help participants keep track of their investments.

### Sample use cases

These examples show sample participant data from the DC Personal Rate of Return API on a plan sponsor mobile app.

### Reviewing personal rate of return

In this use case, the participant can review the one-year return for a retirement account.

![usecase1](/public/wpx/images/dc-prr/dcPrrUseCase1.svg)


WorkplaceXchange^®

DC Personal Rate of Return API

The Defined Contribution (DC) Personal Rate of Return API provides rates of return for year-to-date and one-year periods.

Benefits and features

How it works

Sample use cases

Reviewing personal rate of return

OpenAPI Specifications