Innovative Retirement Solutions Icon Savings Plan offers a unique Portable Retirement Plan that simplifies compliance and administration, making it an attractive solution for small to medium-sized businesses seeking streamlined and personalized employee retirement benefits.

Growing Client Base The recent signing of GoTo Foods LLC as a preferred retirement partner indicates expanding market presence within franchise networks, which presents opportunities to target similar businesses seeking modern retirement plan options.

Solid Financial Position With revenue estimates between $50 million and $100 million coupled with seed funding of $3.2 million, Icon is financially positioned to invest in marketing and sales initiatives aimed at capturing greater market share.

Technology Driven Utilizing a tech stack that includes Google Cloud, WordPress, and Zapier, Icon demonstrates a commitment to digital efficiency—an appealing feature for businesses looking for flexible, tech-savvy retirement solutions.

Market Differentiation Compared to larger competitors like Apple or Samsung, Icon's focus on innovative, user-friendly retirement plans positions it well to serve niche markets and attract employers seeking specialized benefits, providing an opening for targeted outreach.