The retirement plan that runs itself.

It might be the easiest plan ever created.

Compare Icon Plans

Covered employee types

Employer pays administration fees

Matching Contributions

Governed by ERISA

Qualifies for state mandate

Icon Primary

W2 and 1099

None

None

No

No

Icon Companion

W2 and 1099

None

None

No

No

Icon State

W2 and 1099

None

None

No

Yes


Portable retirement—it’s our thing.

Most retirement plans are based on the old idea that people stay at one employer most of their career. Today, the workforce is mobile, people change jobs more frequently, and employers are demanding new ways to help their people save for their futures.

Icon is built on the simple idea of lifelong portability: it’s the only plan that travels with you from job to job. No more expensive rollovers, no more abandoned accounts, and no more lapses in coverage.

Your career: Job 1

Congratulations! You start your first job and begin saving with Icon. After 5 years, you move on and take the $30,000 you've saved.1

Your career: Job 2

You start freelancing and continue to save in your Icon retirement account. After another ten years of working, you’ve saved $90,000.1

Your career: Job 3

You join a new company. Your employer puts your contributions in your Icon account. After twelve more years, you’ve saved $162,000.1

Going Forward

No matter where you go, or how you work,
Icon stays with you.1

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Rollover old 401k plans.

The truth is, rolling over a 401k plan isn’t easy and can be time consuming and confusing. But it could benefit you in the long run. Here’s how: your accounts will be consolidated into one place, you won’t lose track of your old accounts, and you may save on fees. Icon is here to make it as painless as possible.

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Built to be secure and protect your privacy.

Because your security is our highest priority, Icon uses bank-level security. Account safeguards include: multi-factor authentication, automatic logouts, and ID verification to help to prevent unauthorized access. Icon is committed to maintaining the confidentiality and privacy of any personal information about our clients.