Investing & Money Statistics
Clean, sourced statistics on investing, markets, retirement, and money. Every figure links to a primary source (Federal Reserve, Census, SSA, Vanguard, Statista) and is updated for 2026.
AI Investing Statistics (2026)
The full, sourced picture of AI in investing: adoption, generation gaps, what investors use AI for, trust, whether they act on it, robo-advisor AUM and returns, industry adoption, market size, algorithmic trading, and AI scams.
Retirement Savings Statistics (2026)
The definitive, fully-sourced picture of US retirement: savings by age, 401(k) and IRA data, the magic number, contribution limits, Social Security, healthcare costs, HSAs, and the gender, racial, and income gaps.
Homeownership Statistics (2026)
The full, sourced picture of US homeownership: the rate by age, race, generation, and state, first-time buyers, home prices, mortgage rates and payments, the homeowner-renter wealth gap, home equity, cost burden, and renter economics.
Average Stock Market Return (2026)
What the stock market really returns: the S&P 500's average annual return nominal and real, by decade and trailing period, best and worst years, bull and bear markets, dividends, and long-run compounding. Every figure sourced.
Active Fund Underperformance (SPIVA) Statistics (2026)
How often active fund managers beat the market, by horizon, asset class, and style, plus persistence, after-tax drag, and fund survival, straight from S&P's SPIVA scorecard.
Net Worth by Age Statistics (2026)
US net worth by age, median vs average, percentile breakpoints (and by age), plus the education, racial, and homeowner-renter wealth gaps. Every figure sourced to the Fed's Survey of Consumer Finances.
Credit Card Debt Statistics (2026)
How much Americans owe on credit cards: total debt, average balance, record-high APRs, delinquency and charge-offs, and balances by generation, state, and credit score. Every figure sourced.
Investor Behavior Gap Statistics (2026)
How much return investors lose to bad timing: the behavior gap by the numbers. Morningstar, DALBAR, Barber-Odean, and J.P. Morgan data on what mistiming, overtrading, and panic-selling actually cost. Every figure sourced.
Day Trading Statistics (2026)
What the research really says about day trading: how many traders lose money, how few are consistently profitable, how fast they quit, and what it costs. Drawn from the landmark academic studies. Every figure sourced.
ETF Statistics (2026)
The exchange-traded fund industry by the numbers: total assets, record inflows, fees, the biggest funds and issuers, active vs passive, and who owns ETFs. Sourced to ETFGI, ICI, and Morningstar.
Dividend Investing Statistics (2026)
How much dividends actually matter: their share of the market's total return, the compounding gap, returns by dividend policy, yields over time, payout ratios, and the Dividend Aristocrats. Sourced to Hartford Funds, Ned Davis, and S&P.
Stock Market Statistics (2026)
The US stock market by the numbers: how many people own stock, market size, long-run returns, volatility, bull and bear cycles, ownership concentration, and trading activity. Sourced to Gallup, the Fed, SIFMA, and Siblis.
Student Loan Debt Statistics (2026)
The US student debt burden by the numbers: total owed, borrower counts, average balances by degree, age, and state, the delinquency and default surge since payments resumed, and forgiveness. Sourced to the Fed, FRBNY, and Federal Student Aid.
Personal Savings Rate Statistics (2026)
The US personal savings rate by the numbers: the current rate, the long decline since the 1970s, record pandemic highs, the excess-savings unwind, and how America compares to the world. Sourced to the BEA, FRED, and the Fed.
Inflation Statistics (2026)
US inflation by the numbers: the current CPI and PCE rates, core vs headline, price changes by category, the cumulative bite since 2020, historical peaks, and what consumers and the Fed expect. Sourced to the BLS, BEA, and Federal Reserve.
Wealth Inequality Statistics (2026)
How US wealth is divided: shares by percentile, the rising top-1% concentration, stock-ownership concentration, the racial and gender wealth gaps, the global picture, and CEO pay. Sourced to the Federal Reserve, UBS, and EPI.
Credit Score Statistics (2026)
US credit scores by the numbers: the average FICO score, the distribution by band, scores by age, state, and income, what drives a score, credit utilization, and the subprime share. Sourced to FICO and Experian.
Index Fund Statistics (2026)
Index funds and passive investing by the numbers: total assets, the passive-over-active crossover, rock-bottom fees, why active funds lose to the index, the biggest funds, and the Bogle story. Sourced to ICI, S&P, and Morningstar.
Household Debt Statistics (2026)
US household debt by the numbers: the $18.8 trillion total, composition by loan type, the delinquency picture, debt by age, the debt-service ratio, and consumer credit. Sourced to the NY Fed and Federal Reserve.
Average Savings by Age (2026)
How much Americans have saved, by age: liquid savings and retirement balances (median vs mean), who has a retirement account, the emergency-savings gap, and how income shapes it all. Sourced to the Federal Reserve.
Average Household Net Worth (2026)
US household net worth by the numbers: average vs median, what households own, and net worth by education, race, income, and homeownership, plus total household wealth. Sourced to the Federal Reserve.
Stock Ownership Statistics (2026)
Who owns stock in America: the participation rate, and ownership by income, race, education, age, and marital status, plus how concentrated stock value really is. Sourced to Gallup and the Federal Reserve.
Average Income Statistics (2026)
US income by the numbers: median household income, the income ladder, and income by race, education, age, and state, plus individual earnings and the gender pay gap. Sourced to the Census Bureau, BLS, and SSA.
Millionaire Statistics (2026)
How many millionaires there are and how they got rich: US and global counts by definition, millionaires by country and city, retirement millionaires, billionaires, and the self-made data. Sourced to UBS, the Fed, and Fidelity.
Cost of Living Statistics (2026)
What it costs to live in America: average household spending by category, housing and transportation burdens, cost of living by state, healthcare and childcare costs, and how much you need to live comfortably. Sourced to the BLS, Census, and BEA.
Gen Z Money Statistics (2026)
How Gen Z handles money: net worth, investing and crypto, retirement saving, debt, homeownership, and financial stress. Drawn from the Fed, Gallup, and FINRA, with industry surveys flagged. Every figure sourced.
Financial Literacy Statistics (2026)
How financially literate Americans are: the overall rate and its stagnation, the Big Three, gaps by generation, gender, race, and state, the US global ranking, and the real consequences of low literacy. Sourced to TIAA-GFLEC and FINRA.
529 Plan Statistics (2026)
US households hold $594.5 billion in 529 college plans, up from $471.2 billion in 2023. Federal Reserve figures on the balances, and the IRS rules including the $35,000 Roth rollover.
401(k) Statistics (2026)
401(k) plans by the numbers: total assets, participants, the average and median balance by age, how much people actually contribute, employer match rates, 401(k) millionaires, access and participation, fees, and the 2026 contribution limits. Sourced to ICI, Vanguard, Fidelity, the BLS, and the IRS.
Age Discrimination Statistics (2026)
16,353 age discrimination charges were filed with the EEOC in FY2025, recovering $106.9 million, the highest in the 29-year series. But 67.3% ended in a finding of no reasonable cause.
AI Market Size Statistics (2026)
The AI industry by the numbers: global and US market size, generative-AI revenue, private investment, hyperscaler capex, business and consumer adoption, jobs and wage premiums, and the trillion-dollar economic projections. Sourced to Stanford HAI, McKinsey, PwC, the US Census Bureau, BLS, and the major market-research firms.
AI Stocks Statistics (2026)
AI stocks by the numbers: Nvidia's near-$5 trillion market cap, the Magnificent Seven's 32.5% of the S&P 500, AI's ~45% share of market cap and ~80% of 2026 gains, Nvidia's returns and revenue, valuations, and the $725B capex supercycle. Sourced to filings, aggregators, and research.
Alternative Investment Statistics (2026)
Alternatives by the numbers: total AUM and its growth, the split across private equity, private credit, hedge funds, real estate and venture, how institutions and endowments allocate, the retail gap, returns vs public markets, and the largest managers. Sourced to Preqin, McKinsey, NACUBO, Cambridge Associates and Nareit.
Angel Investing Statistics (2026)
Angel investing by the numbers: how many active angels there are, how much they invest each year, the size of a typical round and check, valuations and equity stakes, the odds of getting funded, and what returns angels actually earn. Sourced to the UNH Center for Venture Research and the Wiltbank returns studies.
Annuity Statistics (2026)
Annuities by the numbers: record 2025 US sales, the breakdown by product type, how much is held in annuities, who owns them and how many, average buyer profile, distribution channels, and the growth trend. Sourced to LIMRA, ICI, ACLI, and the Federal Reserve.
Asset Allocation Statistics (2026)
Asset allocation by the numbers: long-run returns for every stock/bond mix, why more stocks mean more risk, the 60/40 portfolio's worst year, target-date glide paths from 90% stocks to 30%, what real 401(k) investors hold by age, and how often to rebalance. Sourced to Vanguard and Morgan Stanley.
Auto Insurance Statistics (2026)
Car insurance by the numbers: the average premium, cost by state, age, credit, and driving record, the size of the market, claim frequency and severity, rate increases, and uninsured-driver rates. Sourced to the Triple-I, NAIC, BLS, and IRC.
Average 401(k) Balance by Age Statistics (2026)
The average and median 401(k) balance at every age, from Vanguard and Fidelity: how balances build from your 20s to retirement, why the median is far below the average, contribution and savings rates, participation, and the 401(k)-millionaire count. Sourced to Vanguard, Fidelity, and the Federal Reserve.
US Banking Statistics (2026)
The US banking system by the numbers: how many banks are left, total assets and deposits, the largest banks, the long consolidation since 1984, branch closures, record profits, bank failures, and the deposit-insurance safety net. Sourced to the FDIC.
Bear Market Statistics (2026)
Bear markets by the numbers: how many there have been since 1928, the average decline and duration, how long recovery takes, the full list of S&P 500 bear markets since 1929, and how recession bears differ from the rest. Sourced to Hartford Funds, Ned Davis Research, and S&P data.
Beginner Investor Statistics (2026)
New investors by the numbers: the pandemic-era surge and its cooldown, the age people start, who first-timers are, what they buy first, how much they start with, where they learn (including finfluencers), their knowledge gaps, and the mistakes beginners make. Sourced to FINRA, Schwab, Gallup, and the CFA Institute.
Bitcoin Statistics (2026)
Bitcoin by the numbers: the current price and market cap, the year-by-year price history, the 21-million supply cap and halving schedule, how many coins are lost, who owns it, spot-ETF assets, corporate treasuries, mining hashrate and energy, and adoption in the US and worldwide.
Buy Now, Pay Later Statistics (2026)
Buy now, pay later by the numbers: how many Americans use BNPL, transaction volume and market size, the top providers, delinquency and late-payment rates, and who uses it by age, income, and credit score. Sourced to the CFPB, the Federal Reserve, Worldpay, and Adobe.
Bond Market Statistics (2026)
The US bond market by the numbers: total size, the Treasury / corporate / municipal / mortgage split, where yields sit now, what bonds have returned, who owns the national debt, and what it costs. Sourced to SIFMA, the US Treasury, CBO, and Bloomberg.
Baby Boomer Wealth Statistics (2026)
Baby boomer wealth by the numbers: their share of US household wealth, total and median net worth, stock ownership, retirement savings, homeownership, spending, and the $84 trillion Great Wealth Transfer. Sourced to the Federal Reserve, Cerulli, Vanguard, BLS, and Census.
Brokerage Account Statistics (2026)
Brokerage accounts by the numbers: how many accounts the biggest firms hold, how many Americans actually own stock, who is left out, the zero-commission revolution of 2019, the pandemic account boom, and retail's rising share of trading. Sourced to broker filings, Gallup, and the Federal Reserve.
Budgeting Statistics (2026)
How Americans budget by the numbers: the share who keep a budget, the methods they use (pen and paper vs apps vs spreadsheets), why they budget, how often they overspend, the personal saving rate, emergency savings, and where the money actually goes. Sourced to Debt.com, WalletHub, the Federal Reserve, BLS, and BEA.
CD Rate Statistics (2026)
The average 12-month CD pays 1.71% while the comparable Treasury yields 4.08%, and the FDIC lets banks offer up to 5.65%. All three numbers come from the same FDIC table.
Childcare Cost Statistics (2026)
Center-based infant care ran from $6,171 a year in Mississippi to $25,480 in DC. Department of Labor figures on what childcare costs, where, and why it competes with rent.
Car Price Statistics (2026)
The price of a car by the numbers: the average new and used vehicle transaction price, monthly payments, auto loan rates and terms, negative equity, affordability, and how fast prices have climbed. Sourced to Cox Automotive, Edmunds, Experian, and the BLS.
Clean Energy Investment Statistics (2026)
Clean energy investment by the numbers: the global total, how it now doubles fossil-fuel spending, solar and wind, the decade-long climb, the breakdown by sector and region, China's lead, and US dollars invested. Sourced to the IEA, BloombergNEF, Rhodium Group, and the EIA.
Cloud Computing Market Statistics (2026)
The cloud computing market by the numbers: global infrastructure spending, the AWS vs Azure vs Google Cloud share split, public cloud spending forecasts, the Big Three's revenue and growth, the AI-driven capex boom, and adoption trends. Sourced to Synergy Research, Gartner, company filings, and Flexera.
Collectibles Investing Statistics (2026)
Collectibles as an asset class by the numbers: the size of the global market, and the returns on trading cards, watches, fine wine, rare whisky, art, and sneakers. Sourced to Knight Frank, Art Basel/UBS, Card Ladder, Liv-ex, and market research.
Commodities Statistics (2026)
Commodities by the numbers: the size of the market, oil, gold, silver, copper and agriculture prices, long-run returns and volatility, the inflation-hedge and diversification case, and how much investors allocate. Sourced to the World Gold Council, EIA, USDA, World Bank, and Bloomberg.
Consumer Confidence Statistics (2026)
US consumer confidence by the numbers: the current Conference Board Consumer Confidence Index and University of Michigan sentiment reading, how the two gauges differ, the record low in May 2026, the recession-signal threshold, labor and inflation expectations, and the historical extremes. Sourced to The Conference Board and the University of Michigan.
Consumer Spending Statistics (2026)
US consumer spending by the numbers: total personal consumption expenditures (PCE), its share of GDP, the goods-vs-services split, spending by category, the saving rate, retail sales, e-commerce, and spending by state. Sourced to the BEA, Census Bureau, and FRED.
Credit Invisible Statistics (2026)
The famous figure of 26 million credit invisible Americans was wrong. The CFPB halved its own estimate in 2025 and puts the current number at about 7 million, or 2.7% of adults.
Credit Union Statistics (2026)
US credit unions by the numbers: how many there are, how many members they serve, total assets and deposits, how they stack up against banks on size and rates, and the decades-long consolidation trend. Sourced to the NCUA and FDIC.
Cybersecurity Market Statistics (2026)
The cybersecurity market by the numbers: global security spending, the cost of a data breach, cybercrime losses, breach frequency, top vendors, and the workforce gap. Sourced to Gartner, IBM, the FBI, Verizon, and ISC2.
Dental Cost Statistics (2026)
Americans spent $189.2 billion on dental care in 2024 and paid $72.5 billion of it themselves. At 38.3%, dental has the highest out-of-pocket share of any major health category.
Dual Income Household Statistics (2026)
Both spouses work in 49.1% of married-couple families, and in 66.3% of those with children. BLS figures on dual earner households, single earner families and parents in the labour force.
Divorce Statistics (2026)
The US divorce rate has fallen from 4.0 to 2.4 per 1,000 since 2000. The CDC's full series, why the marriage and divorce rates cannot be compared directly, and the money rules that follow a divorce.
Down Payment Statistics (2026)
The typical first-time buyer puts down 10%, not 20%. What repeat buyers put down, how many pay all cash, where the money comes from, and why a quarter of first-time deposits now come out of a portfolio.
Data Center Statistics (2026)
Data centers by the numbers: how many exist and where, how much electricity and water they use, the AI-driven power surge, the hyperscalers behind it, market size, and the trillion-dollar buildout. Sourced to the IEA, US DOE/Berkeley Lab, Synergy Research, McKinsey, Goldman Sachs, and CBRE.
Dollar-Cost Averaging Statistics (2026)
Dollar-cost averaging vs lump sum by the numbers: the Vanguard studies, how often lump sum wins, the average cost of averaging in, when DCA actually pays off, and the behavioral case. Sourced to Vanguard, Northwestern Mutual, PWL Capital, and the FPA Journal.
Emergency Room Cost Statistics (2026)
107.4 million treat-and-release ER visits cost $80.3 billion to deliver, an average of $750 each. AHRQ figures on what emergency care costs, by age, payer and hospital.
Employee Benefits Statistics (2026)
72% of private-sector workers have access to a retirement plan and 72% to medical care, but only 45% take the medical coverage. BLS figures on who gets which benefits and who does not.
Emergency Fund Statistics (2026)
How prepared are Americans for a surprise bill? The share with three months of savings, who can cover a $400 or $1,000 emergency, breakdowns by income, age, and generation, how much people actually have, and why the funds are shrinking. Sourced to the Federal Reserve, Bankrate, and Empower.
ETF vs Mutual Fund Statistics (2026)
ETFs vs mutual funds by the numbers: total assets, 2025 flows, expense ratios, tax efficiency, the shift from active to passive, and who owns each. Sourced to the ICI, Morningstar, SSGA, and ETFGI.
EV Market Statistics (2026)
The electric-vehicle market by the numbers: global and US EV sales, market share by region, the Tesla-vs-BYD crown, best-selling models, EV prices, battery costs, charging infrastructure, and projections to 2030. Sourced to the IEA, Cox Automotive, BloombergNEF, and government data.
Foreclosure Statistics (2026)
About 55,000 people had a new foreclosure on their credit report in the second quarter of 2026, against a peak of 566,000 in 2009. The New York Fed's full quarterly series, and why the level stays low.
First-Time Home Buyer Statistics (2026)
First-time buyers are 21% of the market, an all-time low, and their median age has risen to 40. What they put down, where the money comes from, and what is keeping everyone else out. Sourced to NAR's annual buyer survey.
Financial Stress Statistics (2026)
Financial stress by the numbers: the share of Americans stressed about money, the mental-health toll, what causes it, and how it breaks down by age, gender, and income. Sourced to NEFE, Bankrate, Northwestern Mutual, the APA, and more.
Fintech Market Size Statistics (2026)
The size of the fintech industry by the numbers: global and US market value, the $1.5 trillion revenue projection, funding by year and region, consumer adoption, digital payments, neobank customers, BNPL, and robo-advisors. Sourced to BCG, QED, KPMG, EY, CB Insights, and company filings.
FIRE Movement Statistics (2026)
The FIRE movement (Financial Independence, Retire Early) by the numbers: how many people pursue it, the savings rates and 25x target math, retirement-age goals by generation, the types of FIRE, and where the 4% withdrawal rule stands in 2026. Sourced to Empower, Credit Karma, EBRI, the BEA, and the safe-withdrawal-rate research.
Fraud and Scam Statistics (2026)
US fraud and scam losses by the numbers: the $12.5 billion consumers reported losing in 2024, investment scams as the costliest category, imposter scams as the most reported, and how losses break down by scam type, payment method, contact channel, and age. Sourced to the FTC Consumer Sentinel Network.
Gas Price Statistics (2026)
US gas prices by the numbers: the current national average, prices by state, the annual average since 2020, the big historical spikes and records, what makes up the price of a gallon, and how much the average household spends on gas each year. Sourced to the EIA, AAA, and BLS.
US GDP Statistics (2026)
The US economy by the numbers: the size of GDP, how fast it is growing, GDP per capita, what it is made of, which industries and states produce it, and the US share of the world economy. Sourced to the BEA, IMF, and World Bank.
Gender Wealth Gap Statistics (2026)
The gender wealth gap by the numbers: the pay gap, the wealth and homeownership gaps, the investing gap, the retirement and Social Security gaps, how they compound over a lifetime, and where women's wealth is heading. Sourced to the Census Bureau, BLS, Federal Reserve, SSA, Vanguard, and Fidelity.
Gig Economy Statistics (2026)
The gig economy by the numbers: how many gig and freelance workers there are, their share of the workforce, what they actually earn after expenses, the biggest platforms, the benefits gap, and growth projections. Sourced to the Federal Reserve, BLS, and company filings.
GLP-1 Cost Statistics (2026)
What GLP-1 drugs actually cost: list prices, cash prices, the Medicare negotiated price that cuts semaglutide 71%, who pays out of pocket, and how many employers cover them. Sourced to CMS, KFF and manufacturer pricing.
Gold Investment Statistics (2026)
Gold investing by the numbers: 2025's record-breaking price run, gold's return vs stocks, long-run performance since 1971, central bank buying, the record gold ETF year, global demand and supply, and gold's role as an inflation hedge. Sourced to the World Gold Council, IMF, and Gallup.
Great Wealth Transfer Statistics (2026)
The Great Wealth Transfer by the numbers: how much is moving ($124 trillion through 2048), how fast, who inherits (millennials vs Gen X), how concentrated it is, and how small a typical inheritance really is. Sourced to Cerulli, the Federal Reserve, and Visa.
Grocery Price Statistics (2026)
Grocery prices by the numbers: the current food-at-home inflation rate, price changes by food group, what staples like eggs, beef, milk, and bread cost, how much households spend per month, the cumulative jump since 2020, and USDA's 2026 forecast. Sourced to the BLS and USDA.
Hospital Cost Statistics (2026)
32.9 million US hospital stays cost $548.5 billion to deliver in 2022. Septicemia alone was $60.0 billion. AHRQ figures on what inpatient care costs and who is expected to pay.
HOA Fee Statistics (2026)
35.2% of US housing sits in a community association, and they collect $124.2 billion a year in assessments. Foundation for Community Association Research figures on scale, fees and reserves.
Home Renovation Statistics (2026)
Americans spent $383.8 billion improving homes they already own in 2025, closing in on the $423.4 billion spent building new single-family houses. Census figures on the renovation economy.
Home Insurance Statistics (2026)
The countrywide average homeowners premium was $1,559, from $944 in Oregon to $2,611 in Florida. NAIC figures on what home insurance costs by state, policy form and coverage amount.
Home Equity Statistics (2026)
US households hold $34.9 trillion of equity in their homes, 71.6% of the value of the property itself. The Federal Reserve's figures on home equity, mortgage debt and the HELOC revival.
Health Insurance Statistics (2026)
US health insurance by the numbers: the coverage and uninsured rates, coverage by type (employer, Medicare, Medicaid, marketplace), what premiums and deductibles cost, who goes without coverage and why, ACA marketplace growth, and total national health spending. Sourced to the Census Bureau, KFF, and CMS.
Healthcare Costs in Retirement Statistics (2026)
What healthcare really costs in retirement, by the numbers: Fidelity's $172,500 single and $345,000 couple estimates, EBRI savings targets, Medicare premiums and deductibles, out-of-pocket spending, and the long-term-care bill the headline estimates leave out. Sourced to Fidelity, EBRI, CMS, KFF, Genworth, and HHS/ASPE.
Hedge Fund Statistics (2026)
The hedge fund industry by the numbers: total assets under management, how many funds there are, average returns, what the 2-and-20 fee really costs today, the largest funds, and how hedge funds stack up against the S&P 500. Sourced to HFR and Pensions & Investments.
HSA Statistics (2026)
Health Savings Accounts by the numbers: how many HSAs exist, total and investment assets, average balances, annual contributions and withdrawals, who invests, balances by age, and the 2025-2026 contribution limits. Sourced to Devenir, EBRI, the IRS, and KFF.
Identity Theft Statistics (2026)
Identity theft and fraud by the numbers: FTC report counts, the types of identity theft, credit-card and new-account fraud, losses by category, how scammers make contact and get paid, the state map, and who gets targeted. Sourced to the FTC Consumer Sentinel Network.
Income by Occupation Statistics (2026)
The US average wage is $69,770, but pediatric surgeons average $502,050 and fast food workers $32,150. BLS figures on what each occupation actually pays and how many people do it.
Income Volatility Statistics (2026)
29% of US adults say their income varies from month to month, and 11% struggled to pay bills because of it. The Federal Reserve's figures on who has an unsteady income and what it costs them.
Insurtech Statistics (2026)
Insurtech by the numbers: global funding in 2025, the AI takeover of investment dollars, mega-rounds and the biggest deals, exits and IPOs, market-size forecasts, segment and geographic breakdowns, and how the public insurtechs (Lemonade, Root, Hippo, Oscar) actually stack up. Sourced to Gallagher Re, CB Insights, and company filings.
Interest Rate Statistics (2026)
US interest rates by the numbers: the current fed funds rate, mortgage rates, savings and CD yields, credit-card and auto-loan APRs, Treasury yields, plus the historical peaks and the Fed's own projections. Sourced to the Federal Reserve, Freddie Mac, the FDIC, and the US Treasury.
Investing App Statistics (2026)
Investing apps by the numbers: how many Americans own stock, the user and asset scale of Robinhood, Schwab and Fidelity, demographics by age, income and race, retail's share of trading volume, and the shift to mobile. Sourced to company filings, Gallup, and FINRA.
IPO Statistics (2026)
IPOs by the numbers: how many companies go public each year, how much they raise, the first-day pop, long-run performance, the SPAC boom and bust, and the largest IPOs of all time. Sourced to Renaissance Capital, Jay Ritter, and EY.
IRA Statistics (2026)
Individual retirement accounts by the numbers: total IRA assets, how many households own one, average and median balances, traditional vs Roth, contributions, rollovers, and the 2026 limits. Sourced to the ICI, IRS, Federal Reserve, and Fidelity.
Job Openings, Hires and Quits Statistics (2026)
7.4 million open jobs, 5.3 million hires and 3.2 million quits a month. Separations now slightly exceed hires, which is the clearest single sign of a cooling labour market. Sourced to BLS JOLTS.
Long-Term Care Cost Statistics (2026)
A private nursing home room runs $129,575 a year and assisted living $74,400. Private insurance pays 8.8% of the national nursing facility bill. Medicaid pays 35.9%.
Largest Asset Manager Statistics (2026)
The biggest money managers by the numbers: BlackRock, Vanguard, Fidelity, and State Street AUM, the global top 10, the size of the whole industry, the rise of index funds, and how much of the stock market the Big Three own. Sourced to SEC filings, the Thinking Ahead Institute, BCG, and ICI.
Layoff and Severance Statistics (2026)
How many people get laid off, how many get advance notice, what severance you are actually entitled to, and what happens to earnings afterwards. Sourced to BLS JOLTS, the BLS worker displacement survey and the Department of Labor.
Life Insurance Statistics (2026)
US life insurance by the numbers: the ownership rate, the coverage gap, how much is in force, sales by policy type, what insurers pay out in death benefits, and what a policy costs. Sourced to LIMRA, the ACLI, the III, and NAIC.
Living Paycheck to Paycheck Statistics (2026)
How many Americans live paycheck to paycheck, by the numbers: the headline share, the split by income and by necessity vs choice, the thin savings cushion behind it, the causes, and the trend. Sourced to PYMNTS, the Bank of America Institute, the Federal Reserve, and Bankrate.
Lottery Statistics (2026)
The US lottery by the numbers: total ticket sales, per-capita spending by state, jackpot odds, who plays, how much comes back as prizes, how much reaches state programs, and why economists call it a regressive tax. Sourced to the Census Bureau, Gallup, and industry data.
Stock Market Concentration Statistics (2026)
Stock market concentration by the numbers: the Magnificent Seven's share of the S&P 500, the top-10 weight at record highs, how it compares to the dot-com bubble and the 1960s, the AI and tech tilt, and what it means for a supposedly diversified index fund. Sourced to S&P Dow Jones Indices and Morgan Stanley.
Stock Market Seasonality Statistics (2026)
Stock market seasonality by the numbers: the best and worst months, 'Sell in May,' the Santa Claus rally, the January Barometer, the day-of-the-week effect, quarters, and the presidential cycle. Sourced to the S&P 500 return record, Fidelity, and the Stock Trader's Almanac.
Medical Debt Statistics (2026)
Americans owe at least $220 billion in medical debt, and it is the most common collection item on consumer credit reports. Who owes it, which states carry the most, and what the No Surprises Act actually covers.
Meme Stock Statistics (2026)
The meme-stock saga by the numbers: GameStop's 2,700% January 2021 squeeze, AMC's run to $72, short interest above 100% of float, the Robinhood halt, hedge-fund losses, the retail-trading surge, and how the meme stocks performed years later. Sourced to the SEC, company filings, SIFMA, and market data.
Minimum Wage Statistics (2026)
The US minimum wage by the numbers: the $7.25 federal floor and its record 17-year freeze, the state-by-state patchwork from $7.25 to nearly $18, how many workers actually earn the minimum and who they are, the eroding real value since 1968, and the gap to a living wage. Sourced to the DOL, BLS, EPI, and MIT.
Mobile Banking and Digital Adoption Statistics (2026)
Mobile banking became the primary way Americans reach their accounts, rising ninefold in a decade while teller use halved. Half of households now use PayPal, Venmo or Cash App. Sourced to the FDIC household survey.
Money Market Fund Statistics (2026)
Money market funds by the numbers: the near-$8 trillion asset record, the government vs prime vs tax-exempt split, retail vs institutional ownership, current yields, 2025 flows, and the largest funds. Sourced to the ICI, Crane Data, and the OFR.
Mortgage Rate Statistics (2026)
US mortgage rates by the numbers: the current 30-year and 15-year fixed rates, the 2026 path, rates over five decades, the spread over Treasurys, the lock-in effect keeping half of owners in place, and the ARM share. Sourced to Freddie Mac, the FHFA, and the MBA.
Municipal Bond Statistics (2026)
The US municipal bond market by the numbers: market size, who owns munis, tax-exempt and tax-equivalent yields, historical default and recovery rates, record new issuance, and calendar-year returns. Sourced to the Federal Reserve, SIFMA, Moody's, and the MSRB.
US National Debt Statistics (2026)
The US national debt by the numbers: the total ($39.4 trillion), debt per person, debt-to-GDP, the deficit that drives it, the $1 trillion interest bill, who owns the debt, and how it grew. Sourced to the Treasury, CBO, and the Peterson Foundation.
Neobank Statistics (2026)
Neobanks by the numbers: how many people use digital-only banks, the market size and growth rate, the biggest players (Nubank, Revolut, Chime), deposits, revenue per user, and why most neobanks still lose money. Sourced to company filings and market research.
Nuclear Energy Statistics (2026)
Nuclear power by the numbers: US reactors, capacity, and share of electricity; the global fleet and generation by country; capacity factors; reactors under construction; the 2050 outlook; small modular reactors; and the AI data-center demand boom. Sourced to the EIA, IAEA, World Nuclear Association, and NEI.
Overdraft Fee Statistics (2026)
26.5% of consumers live in a household charged an overdraft or NSF fee in the past year, and 43% were surprised by the most recent one. CFPB figures on who pays and what it signals.
Options Trading Statistics (2026)
US options trading by the numbers: total contracts cleared, six straight record years, the 0DTE explosion, retail's share of volume, product mix, record days, and the most-traded names. Sourced to the OCC, Cboe, MEMX, and FINRA.
Prescription Drug Cost Statistics (2026)
Retail prescription drug spending reached $467.0 billion in 2024, but households paid only $55.0 billion of it directly. CMS figures on what drugs cost and who actually pays.
Property Tax Statistics (2026)
The median US homeowner pays $3,211 a year in property tax, from $881 in West Virginia to $9,358 in New Jersey. Census figures on bills, effective rates, and why property tax is the largest state and local tax.
Pay Gap Statistics (2026)
Median weekly earnings were $1,251 in Q2 2026. Women earned 82.0% of men, the gap widens with age from 91.1% to 78.5%, and a degree is worth $774 a week. BLS figures.
Passive vs Active Investing Statistics (2026)
The shift from active to passive by the numbers: the 2023 crossover, passive's share of US fund assets, the flows into index funds and ETFs, how often active managers actually beat the market, and the fee gap that drives it all. Sourced to Morningstar, S&P SPIVA, and the ICI.
Pension Statistics (2026)
The American pension by the numbers: how few private workers still have a defined benefit plan, why the public sector is the last stronghold, the decades-long shift from pensions to 401(k)s, how much money sits in DB vs DC plans, and whether public pensions are funded. Sourced to the BLS, CRS, Census, PBGC, and Equable.
Personal Finance Statistics (2026)
The state of Americans' money by the numbers: net worth, savings and emergency funds, household debt, budgeting habits, financial stress, and financial literacy. Sourced to the Federal Reserve, BEA, NY Fed, Bankrate, and the TIAA Institute.
Private Equity Statistics (2026)
Private equity by the numbers: global AUM and dry powder, buyout deal and exit value, fundraising, the biggest firms, historical returns, and the industry's US economic footprint. Sourced to Bain, McKinsey, Preqin, PitchBook, PEI, Cambridge Associates, and the AIC.
Quantum Computing Statistics (2026)
Quantum computing by the numbers: market size and revenue, the 2025 investment surge, the leading players (IBM, Google, IonQ), qubit milestones, government funding, patents, and long-run projections. Sourced to McKinsey, company roadmaps, Crunchbase, and quantum.gov.
Racial Wealth Gap Statistics (2026)
The US racial wealth gap by the numbers: median and mean net worth by race, the trend since 1989, homeownership, stock and retirement ownership, income, student debt, and the historical roots. Sourced to the Federal Reserve SCF, Census, and Pew.
Real Estate Crowdfunding Statistics (2026)
Real estate crowdfunding by the numbers: market-size estimates, the leading platforms (Fundrise, CrowdStreet), assets and investor counts, year-by-year returns, minimums and fees, Regulation Crowdfunding activity, and who invests. Sourced to platform disclosures, the SEC, and Crowdfund Capital Advisors.
Real Estate Investing Statistics (2026)
Real estate investing by the numbers: the investor share of home purchases, home-price and rent trends, the value of US housing and home equity, REIT market size, dividends and returns, and how public REITs and private property have performed. Sourced to Redfin, Zillow, Census, Case-Shiller, ICE, Nareit, and NCREIF.
Recession Statistics (2026)
US recessions by the numbers: how often they happen, how long they last, how far GDP falls, how many jobs are lost, and the full list of downturns since 1945. Sourced to the NBER, BLS, BEA, and Federal Reserve.
REIT Statistics (2026)
Real estate investment trusts by the numbers: how many REITs exist, their market cap, dividend yields, returns versus stocks, the split by property sector, the biggest names, and who owns them. Sourced to Nareit and FTSE Nareit index data.
Remote Work Statistics (2026)
Remote and hybrid work by the numbers: how many people work from home, the remote-hybrid-onsite split, who works remotely by education, industry and demographics, the productivity evidence, the return-to-office push, and the office-real-estate fallout. Sourced to the BLS, Gallup, and Stanford.
Rental Property Investing Statistics (2026)
Rental real estate by the numbers: how many landlords there are, who owns the rental stock, cap rates and gross yields, total returns versus REITs, home-price appreciation, rental income, and the renter demand behind it all. Sourced to the Census RHFS, HUD, NCREIF, CBRE, ATTOM, and Nareit.
Renter Statistics (2026)
US renters by the numbers: how many renter households there are, the median rent, the record share of cost-burdened renters, the wage you need to afford a two-bedroom, who rents by age, income, and race, and how renters compare with owners. Sourced to the Census Bureau, Harvard JCHS, and NLIHC.
Retirement Confidence Statistics (2026)
How confident Americans really are about retirement, by the numbers: the share who feel ready, the gap between the age workers expect to retire and when retirees actually do, why so many leave early, how big the nest egg really is, and the savings gap. Sourced to EBRI, Northwestern Mutual, and Gallup.
Robinhood Statistics (2026)
Robinhood by the numbers: funded customers, assets under custody, net deposits, revenue, profits, Robinhood Gold subscribers, user demographics, and options and crypto trading activity. Sourced to Robinhood's SEC filings and investor releases.
Robo-Advisor Statistics (2026)
The robo-advisor industry by the numbers: assets under management, client counts, fees, returns, and adoption. Vanguard, Betterment, Wealthfront, and Schwab ranked, with fee math and demographics. Sourced to SEC Form ADV filings, company earnings, and Morningstar.
Robotics Market Statistics (2026)
The robotics market by the numbers: global market size, industrial robot installations, the operational fleet, robot density by country, service and consumer robots, and the humanoid-robot wave. Sourced to the IFR World Robotics report, Goldman Sachs, and Morgan Stanley.
Roth IRA Statistics (2026)
Roth IRAs by the numbers: how many US households own one, total IRA assets, the average Roth balance by age, contribution and conversion activity, the 2026 limits, and how Roth stacks up against traditional IRAs. Sourced to the ICI, IRS, Fidelity, and Vanguard.
SaaS Market Statistics (2026)
The software-as-a-service market by the numbers: global market size and growth, worldwide software spending, how many apps a company runs, spend per employee, the waste problem, the largest vendors, and near-universal adoption. Sourced to Gartner, Zylo, BetterCloud, Statista, and vendor filings.
Savings Account Statistics (2026)
US savings accounts by the numbers: the national average rate, the high-yield vs traditional gap, how much Americans actually keep in savings, who owns an account, total deposits in the banking system, and the personal saving rate. Sourced to the FDIC, Federal Reserve, and BEA.
Self-Employment Statistics (2026)
Self-employment in the US by the numbers: how many people work for themselves, their share of the workforce, incorporated vs unincorporated, the decades-long decline, breakdowns by industry, occupation, age, gender and state, what the self-employed earn, and the gig-economy picture. Sourced to the BLS, Census Bureau, IRS, and SBA.
Semiconductor Market Statistics (2026)
The global chip market by the numbers: 2025 record sales, the 2026 AI-and-memory supercycle forecast, revenue by segment (logic, memory, AI accelerators), the top companies (Nvidia, TSMC, Samsung), foundry share, equipment spending, and sales by region. Sourced to the SIA, WSTS, Gartner, SEMI, and TrendForce.
Short Selling Statistics (2026)
Short selling by the numbers: total US short interest, the most shorted stocks, how much of the market is sold short, short-seller profits and losses, the cost to borrow, activist short sellers, and the biggest short squeezes in history including GameStop and Volkswagen.
Small Business Statistics (2026)
US small business by the numbers: how many there are, their share of jobs, payroll and GDP, how many have no employees, survival and failure rates by year and industry, startup formation, ownership, and revenue. Sourced to the SBA, Census Bureau, and BLS.
Space Economy Statistics (2026)
The space economy by the numbers: global market size and the road to $1 trillion, the launch boom, SpaceX's dominance, satellites in orbit, Starlink subscribers, government budgets, private investment, and 2035 projections. Sourced to the Space Foundation, SIA, WEF/McKinsey, Novaspace, and the US BEA.
Sports Betting Statistics (2026)
The US legal sports betting market by the numbers: 2025 handle and revenue, the explosion since the 2018 PASPA repeal, legal states, who bets, the FanDuel and DraftKings duopoly, tax revenue, and the prediction-market threat. Sourced to the AGA, Census Bureau, and Pew.
Startup Statistics (2026)
Startups by the numbers: how many are founded each year, survival and failure rates by year, industry and state, why they fail, venture capital funding, the unicorn club, and job creation. Sourced to the Census Bureau, BLS, PitchBook-NVCA, and CB Insights.
Stock Buyback Statistics (2026)
S&P 500 stock buybacks by the numbers: the record annual and quarterly totals, the trillion-dollar 12-month milestones, the biggest corporate buyers, buybacks versus dividends, sector breakdowns, and the 1% excise tax. Sourced to S&P Dow Jones Indices.
Stock Market Crash Statistics (2026)
The five great US stock market crashes by the numbers: 1929, 1987, 2000, 2008, and 2020. How far the market fell, what caused each collapse, how long recovery took, the biggest single-day drops, and what history says about bear markets. Sourced to the Federal Reserve, Hartford Funds, and Morningstar.
Subscription Spending Statistics (2026)
How much Americans really spend on subscriptions: the estimate-vs-actual perception gap, streaming and category spend, number of services per person, forgotten and unused subscriptions, free-trial traps, and cancellation trends. Sourced to C+R Research, CNET, Deloitte, and Self Financial.
Total Compensation Statistics (2026)
An hour of civilian work costs an employer $49.32, of which $15.60 is benefits. But benefits are 9 times more unequal than wages, so total pay is more unequal than salary.
Tax Refund Statistics (2026)
The average 2026 federal tax refund was $3,275, up 11.3% on last year, across 90.4 million refunds worth $296.1 billion. IRS filing season figures and what a refund actually costs you.
Target-Date Fund Statistics (2026)
Target-date funds by the numbers: total assets, growth, the shift from mutual funds to collective trusts, how many 401(k) savers use them, fees over time, glide paths, and the biggest providers. Sourced to Sway Research, Morningstar, ICI, and Vanguard.
Tax Bracket Statistics (2026)
US federal income tax brackets by the numbers: the seven 2026 rates and thresholds, marginal vs effective rates by income, who actually pays the income tax, how many households pay nothing, how much revenue it raises, and top rates through history. Sourced to the IRS, Tax Foundation, CBO, and Tax Policy Center.
Unpaid Caregiving Statistics (2026)
38.2 million Americans provide unpaid eldercare, 14% of everyone aged 15 and over. BLS time-use figures on who does it, how long it lasts, and what it costs the people doing it.
Unemployment Statistics (2026)
US unemployment by the numbers: the current jobless rate, the broader U-6 measure, breakdowns by race, sex, age, education and state, long-term unemployment, how long the job search takes, and the historical record. Sourced to the BLS.
Union Membership Statistics (2026)
Union membership is 10.0% of wage and salary workers, half the 1983 rate, and almost entirely a public-sector phenomenon: 32.9% there against 5.9% in the private sector. Sourced to the BLS union members release.
Veterinary Cost Statistics (2026)
Vet services now cost US households more than pet food, $307.52 a year against $295.90. And vet prices are rising faster than general inflation and faster than human medical care.
Vacation and Second Home Statistics (2026)
How many second homes exist, where the Census counts them, and the tax rules that decide whether renting one out is free money or a filing obligation. Sourced to the Census Housing Vacancy Survey and the IRS.
Venture Capital Statistics (2026)
US and global venture capital by the numbers: total invested per year, deal counts, the AI mega-round surge, dry powder, fundraising, exits and IPOs, VC returns, unicorns, and the largest firms. Sourced to PitchBook-NVCA, CB Insights, KPMG, Cambridge Associates, and WIPO.
Wage Growth Statistics (2026)
US wage growth by the numbers: nominal vs real wage growth, the year-by-year trend, wages vs inflation, pay growth by industry and wage tier, job switchers vs stayers, and the gender and racial wage gap. Sourced to the BLS, the Federal Reserve, and EPI.
Capital Gains Tax Statistics (2026)
US capital gains tax by the numbers: the 2026 rate brackets, short-term vs long-term treatment, how much revenue the tax raises, how volatile realizations are, who actually reports gains, effective tax rates, and state add-ons. Sourced to the IRS, Treasury, CBO, and the Tax Policy Center.
Compound Interest Statistics (2026)
Compound interest by the numbers: the long-run compounding rate of stocks, what $10,000 becomes over decades, the Rule of 72, the cost of starting late, and how a dollar invested in 1926 grew across asset classes. Sourced to NYU Stern, Ibbotson SBBI, and S&P 500 history.
Corporate Bond Statistics (2026)
The US corporate bond market by the numbers: market size, investment-grade vs high-yield split, yields, credit spreads, default and recovery rates, who owns the bonds, and long-run returns. Sourced to SIFMA, the Federal Reserve, ICE BofA, S&P, and Moody's.
Corporate Earnings Statistics (2026)
S&P 500 corporate earnings by the numbers: the latest quarterly EPS growth, how often companies beat estimates, record profit margins, growth and margins by sector, the earnings-season calendar, and full-year 2026-2027 estimates. Sourced to FactSet and S&P Dow Jones Indices.
Cost of Raising a Child Statistics (2026)
How much it costs to raise a child in the US, by the numbers: the USDA's $233,610 estimate to age 18, what it becomes after inflation, the breakdown by category, income, and region, plus childcare, childbirth, and the college bill that comes after. Sourced to the USDA, Brookings, Child Care Aware, the College Board, and Peterson-KFF.
ESG Investing Statistics (2026)
Sustainable and ESG investing by the numbers: how much money is in ESG funds, three straight years of US outflows, how sustainable funds performed vs traditional in 2025, the reclassification wave, and the anti-ESG backlash. Sourced to Morningstar, Morgan Stanley, US SIF, and Gallup.
Farmland Investing Statistics (2026)
US farmland by the numbers: the average value per acre, cash-rent income, long-run returns versus stocks, volatility, and how well it hedges inflation. Sourced to USDA NASS, USDA ERS, and the NCREIF Farmland Index.
Financial Advisor Statistics (2026)
Financial advisors by the numbers: how many there are, the assets they manage, the share of Americans who use one, what advice costs, and whether it pays off. Sourced to the BLS, Cerulli, the CFP Board, the SEC, FINRA, and Vanguard.
Home Price Statistics (2026)
US home prices by the numbers: the median existing and new-home price, how fast prices are appreciating, the priciest and most affordable metros, price-to-income ratios, and the affordability index. Sourced to NAR, the Census Bureau, Case-Shiller, and the FHFA.
Insider Trading Statistics (2026)
Insider trading by the numbers: legal insider buying vs selling, whether insider trades predict returns, how much illegal trading actually happens, SEC enforcement counts and penalties, the biggest cases in history, and congressional trading. Sourced to the SEC, academic studies, and survey data.
International Investing Statistics (2026)
International investing by the numbers: the US vs the rest of the world in market cap, home bias among American investors, a decade of US dominance and the 2025 reversal, valuation and yield gaps, and how much diversification a global allocation really buys. Sourced to MSCI, Vanguard, Morningstar, and the UBS/LBS Yearbook.
Investing Fee Statistics (2026)
Investment fees by the numbers: average fund expense ratios, financial advisor and robo-advisor fees, the 29-year decline in fund costs, and how a 1% fee compounds against your returns. Sourced to the ICI, Morningstar, Kitces, the SEC, and FINRA.
Investor Sentiment Statistics (2026)
Investor sentiment by the numbers: the AAII bull/bear survey, the CNN Fear & Greed Index, the VIX, consumer confidence, and how professionals and households are positioned. Sourced to AAII, CNN, CBOE, the Conference Board, FINRA, and the Federal Reserve.
Life Expectancy and Retirement Statistics (2026)
How long Americans live and how long retirement lasts, by the numbers: US life expectancy at birth and at 65, the gender gap, survival odds for a 65-year-old couple, the income and race gaps, when people actually retire, and why longevity is a financial risk. Sourced to the CDC, SSA, EBRI, and peer-reviewed research.
Millennial Money Statistics (2026)
Millennials by the numbers: net worth, income, debt, homeownership, investing, and retirement savings. How the generation (born 1981-1996) stacks up against Gen X and boomers at the same age, sourced to the Federal Reserve, Census, NAR, Experian, and Fidelity.
Payday Loan Statistics (2026)
Payday lending by the numbers: how many Americans borrow, the typical loan size, fee, and term, the near-400% APR, the rollover debt trap, total fees drained each year, APRs by state, and how states regulate it. Sourced to the CFPB, Pew, CRL, FDIC, and NCSL.
Required Minimum Distribution Statistics (2026)
Required minimum distributions by the numbers: the age they start (73, rising to 75), the Uniform Lifetime Table percentages, the 25% missed-RMD penalty, how much retirees actually withdraw, and the trillions in IRAs subject to the rules. Sourced to the IRS, ICI, and EBRI.
Social Security Statistics (2026)
Social Security by the numbers: how many people collect, the average monthly benefit, the 2.8% 2026 COLA, the trust fund's 2033 depletion date, the program's cost, how much of pre-retirement pay it replaces, and how much retirees rely on it. Sourced to the SSA, the Trustees, and CBPP.
US Tax Statistics (2026)
US federal taxes by the numbers: how much the government collects, where the money comes from, who pays the income tax, average tax rates by income, IRS operations, the tax gap, and how the US compares abroad. Sourced to the Treasury, CBO, IRS, Tax Foundation, and OECD.
Treasury Bond Statistics (2026)
The US Treasury market by the numbers: total debt outstanding, marketable securities by type, the yield curve by maturity, historical returns, who owns the debt (the Fed, foreign holders, Social Security), and how auctions work. Sourced to the US Treasury, SIFMA, and NYU Stern.
Mortgage Statistics (2026)
US mortgages by the numbers: total mortgage debt, the average balance, current 30- and 15-year rates, originations, delinquency and foreclosures, the lock-in effect, home equity, and down payments. Sourced to the New York Fed, Freddie Mac, the MBA, and the Census Bureau.
Estate Tax Statistics (2026)
The US estate tax by the numbers: the 2026 $15 million exemption, how few estates actually owe it (about 0.1% of deaths), the 40% top rate versus the ~17% average effective rate, how much revenue it raises, and the state estate and inheritance taxes. Sourced to the IRS, CBO, and Tax Policy Center.
Dividend Aristocrats Statistics (2026)
The Dividend Aristocrats by the numbers: how many there are, the 25-year rule to qualify, returns vs the S&P 500, sector tilts, the NOBL ETF, and the yields. Sourced to S&P Dow Jones Indices and ProShares.
Art Investing Statistics (2026)
Art as an asset class by the numbers: the size of the global art market, art returns versus the S&P 500, record auction prices, fractional art platforms, art-secured lending, and how much wealth the ultra-rich hold in art. Sourced to Art Basel & UBS, Deloitte, and Artprice.
Financial Independence (FIRE) Statistics (2026)
Financial independence by the numbers: the 4% rule and 25x FIRE number, Bengen's updated 4.7% safe withdrawal rate, how savings rate sets your timeline, lean vs coast vs fat FIRE targets, and who is actually pursuing early retirement. Sourced to Bengen, the Trinity Study, Empower, and the BEA.
Emerging Markets Investing Statistics (2026)
Emerging-market stocks by the numbers: returns vs the US, the lost-decade reversal, share of the global market, China and India weights, the semiconductor concentration, volatility, valuations, and how much investors actually own. Sourced to MSCI, Goldman Sachs, Vanguard, and iShares.
Digital Payments Statistics (2026)
Digital payments by the numbers: global transaction value and market size, digital-wallet and contactless adoption, how Americans actually pay, the slow decline of cash and checks, plus peer-to-peer, real-time, and buy-now-pay-later volumes. Sourced to Worldpay, the Federal Reserve, and the Census Bureau.
Women and Investing Statistics (2026)
Women and investing by the numbers: how many women invest, whether they out-earn men in the market, the confidence gap, the wealth they are set to control, and the retirement and pay gaps that hold them back. Sourced to Fidelity, Gallup, McKinsey, BNY, the US Treasury, SSA, and Census.
Stock Split Statistics (2026)
Stock splits by the numbers: how many companies split each year, why splits went from routine to rare, how stocks perform after a split, and the full split histories of Nvidia, Apple, and Tesla. Sourced to Bank of America Research, company filings, and academic studies.
Crypto Ownership Statistics (2026)
How many people own cryptocurrency, by the numbers: the share of US adults who hold crypto, the wide gap between survey estimates, breakdowns by age, gender, income, race and politics, which coins people own, and global ownership. Sourced to the Federal Reserve, Pew, Gallup, Chainalysis, and Crypto.com.
Buy vs Rent Statistics (2026)
Rent vs buy by the numbers: what renting and buying actually cost each month, how big the buy premium is by metro, where buying breaks even fastest, the price-to-rent ratio, and the homeowner-vs-renter wealth gap. Sourced to Realtor.com, Bankrate, the Census Bureau, and the Federal Reserve.
College Tuition Statistics (2026)
The cost of college by the numbers: average published tuition for public and private schools in 2025-26, the total cost of attendance with room and board, sticker price vs the net price families actually pay, decades of tuition growth, and how it stacks up against inflation. Sourced to the College Board, NCES, and BLS.
Job Tenure Statistics (2026)
Median job tenure is 3.9 years, the lowest since 2002. It runs 2.7 years at ages 25 to 34 and 9.6 at 55 to 64, which is why vesting schedules matter more to some workers than others.
Elder Financial Abuse Statistics (2026)
Banks flagged $27 billion of suspicious activity against older adults in a single year. 80% was scams by strangers. The other 20% was theft, and adult children were the most common perpetrators.
Travel Spending Statistics (2026)
US households spend an average of $1,347 a year on lodging away from home and $682 on airline fares. Both are averages across every household, including the ones that never travel.