{"id":7945,"date":"2025-03-31T20:21:43","date_gmt":"2025-04-01T00:21:43","guid":{"rendered":"http:\/\/therosenbaumlawfirm.com\/blog\/?p=7945"},"modified":"2025-03-31T20:21:43","modified_gmt":"2025-04-01T00:21:43","slug":"schwab-self-direct-401k-plans-gain-13-6-in-2024","status":"publish","type":"post","link":"https:\/\/therosenbaumlawfirm.com\/blog\/?p=7945","title":{"rendered":"Schwab Self-Direct 401(k) plans gain 13.6% in 2024"},"content":{"rendered":"<p>The average Self-Directed Brokerage Account (SDBA) 401(k) balance at Charles Schwab finished the fourth quarter of 2024 at $352,605, up by 13.6% since 2023, according to Charles Schwab\u2019s latest SDBA Indicators Report.<\/p>\n<p>SDBAs at Schwab experienced a 1.5% increase from the third quarter of 2024 when the average balance was $347,437. It should be noted that the S&amp;P 500\u2019s gain was greater than 20%.<\/p>\n<p>Advised accounts held higher average account balances than non-advised accounts, $537,037 vs $311,627.<\/p>\n<p><span class='st_sharethis' st_title='{title}' st_url='{url}' displayText='ShareThis'><\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>The average Self-Directed Brokerage Account (SDBA) 401(k) balance at Charles Schwab finished the fourth quarter of 2024 at $352,605, up by 13.6% since 2023, according to Charles Schwab\u2019s latest SDBA Indicators Report. SDBAs at Schwab experienced a 1.5% increase from &hellip; <a href=\"https:\/\/therosenbaumlawfirm.com\/blog\/?p=7945\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n<p><span class='st_sharethis' st_title='{title}' st_url='{url}' displayText='ShareThis'><\/span><\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[],"_links":{"self":[{"href":"https:\/\/therosenbaumlawfirm.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/7945"}],"collection":[{"href":"https:\/\/therosenbaumlawfirm.com\/blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/therosenbaumlawfirm.com\/blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/therosenbaumlawfirm.com\/blog\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/therosenbaumlawfirm.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=7945"}],"version-history":[{"count":1,"href":"https:\/\/therosenbaumlawfirm.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/7945\/revisions"}],"predecessor-version":[{"id":7946,"href":"https:\/\/therosenbaumlawfirm.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/7945\/revisions\/7946"}],"wp:attachment":[{"href":"https:\/\/therosenbaumlawfirm.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7945"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/therosenbaumlawfirm.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7945"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/therosenbaumlawfirm.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7945"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}