Citations: commonly referenced data

Below is a consolidated reference of data sources for figures that appear on www.pontera.com.

Professionally managed accounts generate 3-4% higher returns per year

Professionally managed accounts generate 3-4% higher returns per year

75% additional growth over 20 years

75% additional growth over 20 years

60% of retirement savers want help

60% of retirement savers want help

Nearly half of retirement savers struggle with information overload

Nearly half of retirement savers struggle with information overload

The median American holds nearly half of their net worth in their retirement plan

The median American holds nearly half of their net worth in their retirement plan

Over $7 trillion dollars are held in 401(k) assets

Over $7 trillion dollars are held in 401(k) assets

Up to 90% of eligible clients adopt Pontera

Up to 90% of eligible clients adopt Pontera

Over one third of Americans have a financial advisor

Over one third of Americans have a financial advisor

350 5th Avenue, Suite 2400, New York, NY 10118

Pontera Solutions Inc. All rights reserved.

Copyright Pontera Solutions Inc. All rights reserved

2026

©

Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information provided through Pontera’s platform is not a substitute for professional financial services. Investing in mutual funds, exchange traded funds, or other securities carries inherent risk to all or part of the amount invested and past performance information is not indicative of future returns. Subject to applicable law, under no circumstances will Pontera be liable for any decisions made, or actions taken or not taken, based on the use of the services or for any investment losses suffered as a result of the use of the services. Pontera market data is provided by Refinitiv.