2016–17 MacroMonitor Sample Sizes

The sample sizes below represent the number of household responses from the 2016–17 MacroMonitor.

Demographics

Generations Sample
Size
Millennials (1977–96) 747
Gen Xers (1963–76) 1082
Younger Boomers (1954–62) 968
Older Boomers (1946–53) 731
Silent/Greatest (born before 1946) 792
Financial Segments Sample
Size
Net Worth $1 Million+ 1167
Total Assets $1 Million+ 1361
Financial Assets $1 Million+ 740
Investable Assets $1 Million+ 565
Middle market ($50k to $125k HHI) 1657
Ethnicity (not including oversample) Sample
Size
Asian 292
African American 372
Caucasian 3527
Hispanic 369
Marital Status Sample
Size
Single 574
Married 2645
Divorced/widowed/separated 759
Education Sample
Size
High school or less 839
Four-year college degree 1073
Master's degree 716
PhD or doctorate 349
Household Income Sample
Size
$75,000+ 2556
$100,000+ 2116
$200,000+ 502
Occupation Sample
Size
Professional (primary head) 1394
Business owner (either head) 533
Retired (primary head) 1204
Online Behavior, Past 2 Years Sample
Size
Social media for finances 668
Smartphone for banking 2243
Financial app download 801

Product Incidences

Savings and Investment Sample
Size
CDs 633
Retail stock or bond mutual funds 984
Publicly traded stock 1265
Full-service brokerage account 1046
Discount brokerage account 659
Personal-trust establishers 415
Retirement Products Sample
Size
IRAs and SEPs (net) 2309
Traditional IRAs 1785
Roth IRAs 1086
Salary-reduction plans (net) 2279
401(k)s 1773
Roth 401(k)s 247
403(b)s 347
Individual annuities (net) 743
Fixed 291
Indexed 88
Variable 227
Credit and Charge Cards Sample
Size
Visa 3158
MasterCard 2158
Discover Card 1112
American Express Credit Card 1110
Travel and Entertainment Charge Cards 611
Used Contactless Payment 418
Now Use Sample
Size
ROBO advisor 232
P2P lending/investing 100
P2P borrowing 59
P2P payment (excluding PayPal) 760
Individual Life Insurance Sample
Size
Any individual life 1790
Term life 922
Whole life 883
Universal life 226
Property/Casualty Insurance Sample
Size
Homeowners 3176
Renters 445
Vehicle 3370
Health Insurance Sample
Size
Individual 1243
Supplemental 942
Dental 2516
Eye 1915
Long-term care 945
Disability 972
Credit Products Sample
Size
First mortgages 1975
Second mortgages 159
HELOCs 545
Vehicle loans 1382
Vehicle leases 235
Installment loans 307
Education loans 460

Institutions Used

Depositories Sample
Size
Ally 180
American Express Bank 188
Bank of America 1053
Capital One 752
Chase 1245
Citibank 611
Citizens Bank 120
Other Credit Unions 1975
Navy Federal Credit Union 675
PNC 277
Sun Trust 129
TD Bank 172
U.S. Bank 269
USAA 291
Wells Fargo 894
Insurance Companies Sample
Size
Allstate 474
Farmers 243
GEICO 450
Hartford 183
Liberty Mutual 221
MetLife 413
Nationwide 181
New York Life 125
Northwestern Mutual 126
Progressive 337
Prudential Financial 170
State Farm 875
Travelers 186
USAA 334
Investment Companies Sample
Size
American Funds 162
Ameriprise Financial 121
Charles Schwab 240
E*Trade 171
Edward Jones 221
Fidelity 680
Merrill Lynch/Bank of America 198
Morgan Stanley 159
Scottrade 126
TD Ameritrade 206
TIAA 172
T. Rowe Price 152
USAA 151
Vanguard 483
Wells Fargo Advisors 199
Credit-Card Providers Sample
Size
American Express 1110
Bank of America 945
Capital One 990
Chase 1466
Citigroup 979
Discover 956
U.S. Bank 183
USAA 195
Wells Fargo 348

Other Populations of Interest

Open to Switching Primary: Sample
Size
Bank or credit union 893
Insurance company 1397
Investment company 593
Households with: Sample
Size
Veteran of US Military 947
Boomerang kids 389
Dependent adults 443
Union member 241
Recent Life Events Sample
Size
Changed residence 341
Changed employer 243
Lost job 170
Death of spouse/close relative 275
Income decrease of 25%+ 159
Someone in household retired 298
Major illness 266
Home purchase 280
Major home improvement 279
Job promotion 382