401k Platform

Model Performance

401k Plan Model 2018 1/1/08 – 12/31/18
Cumulative
1/1/08 – 12/31/18
Annualized
Agressive -7.14% 165.44% 10.25%
Moderately Aggressive -5.81 136.86 9.01
Moderate -3.77 110.41 7.72
Moderately Conservative -3.35 89.21 6.58
Conservative -1.98 63.55 5.04
Ultra Conservative -0.65 39.16 3.36
S&P 500 -4.39 243.40 13.13
Russell 2000 -11.01 213.70 12.11
5-Year Treasury Bonds 1.27 25.77 2.32
Cash (Ryan Index) 1.97 5.58 0.54