Based on $100,000 401k
Down Market
Year: 2008
Cost: $100.00
Saved*: $40,170.00
Up Market
Year: 2009
Cost: $100.00
Saved*: $35,930.00
*Savings is compared to the S&P 500 index. We simply took an account worth $100,000 and calculated the impact on your portfolio value had you received the returns of our system compared to the returns of the S&P 500.
401k Safety
Growth in Good markets. . .Protection in bad
The system was developed in the mid 1990's, which gives a solid, lengthy track record.
We have experienced a dramatic increase of return compared to the S&P 500. Our system:
Since January 2000; $100,000 would have:
But What Have We Done In The Last Downturn?
Performance is based upon fund options found in most Fidelity 401k plans. Similar options are available in nearly all 401k plans, so you should be able to have similar results.