1-4
Employees
$25/m
Recordkeeping
Our platform handles all of the recordkeeping and transactions.
+ 
Ready to offer Icon? Get started by selecting your company size.
1-4
Employees
$25/mo
$25 one-time setup fee
That’s all you pay. Period.
Get Started5-25
Employees
$50/mo
$50 one-time setup fee
That’s all you pay. Period.
Get Started26-50
Employees
$90/mo
$90 one-time setup fee
That’s all you pay. Period.
Get Started51-100
Employees
$140/mo
$140 one-time setup fee
That’s all you pay. Period.
Get Started100+
Employees
Talk to a retirement specialist
Let’s TalkThe easy way to offer retirement benefits.
Tax Smart Investing is partnering with Icon Savings Plan to make it easy for California companies to meet the retirement mandate. With Icon, you’ll get a plan that is:
Easy-to-use,
and full service
Low cost,
high quality
No fiduciary risk
Get Started
It only takes 5 minutes to create your plan.
Here’s why Tax Smart Investing is excited to partner with Icon:
Benefits for your company
- Satisfies the CA Retirement Mandate
- Works for W2 and 1099 workers
- Setup takes minutes
Benefits for your people
- Delivers personalized savings and investing
- Easy to use
- Doesn’t require a rollover
Why businesses love it.
San Francisco Restaurant
This San Francisco restaurant needed to meet the California state mandate and didn’t want to use the plan managed by the state. That's where Icon came in.
Read moreWhy your employees will love it.
With smart features and simplified investing, Icon makes saving easier.
1
Create account
Accounts automatically link to payroll. Every time employees get paid, their contributions are automatica
2
We’ll recommend a portfolio
Employees don’t have to be financial experts, choose funds, or rebalance. Icon does all of this.
3
Start saving
They decide how much to contribute— up to $6,500 annually or $7,500 if they're over 50.
It only takes 5 minutes to create your plan.
How it works.
We’ve modernized retirement savings for you and your employees. Designed for efficiency, Icon’s digital platform enables employers to offer a tax-advantaged retirement savings plan.
Get Started
Employers, you can create your plan in 5 minutes.
Affordable, transparent pricing.
Pricing is a flat monthly fee based on the size of the company. No hidden fees. No commissions.
Your one-stop retirement savings partner.
Fiduciary
Icon acts in the best interest of our clients and is a fiduciary.
Employee onboarding
We handle enrollment and plan communications.
Investments
Icon delivers low-cost funds and built-in investment advice.
Easy to use
Simply approve contributions with payroll through your Icon dashboard.
Auto-filing
Icon State prepares the required 5500 report.