Help your team keep more of what they earn

Employees pay an asset management fee based on their account balance ranging from 0.50% down to as low as 0.20%*. The more they save, the less they pay.

$0 Transaction fee
$0 Rollover fee

*Refer to our Form ADV 2A Brochure for additional information on fees and services. Account fee applies to active employee accounts and may vary based on account balance.

See here for more information regarding pricing at Wealthrabbit.

Your Retirement Plan
Could Be Free

Your business could be eligible to receive up to $16,500 in tax credits when setting up a retirement plan, helping offset most, if not all, of the initial cost.

Does your business currently offer a SIMPLE IRA?

Include business owner(s)

Does your current plan offer auto-enrollment?

Do you currently make employer contributions?

Do you employ any military spouses?

Frequently asked questions

Yes! The SECURE 2.0 Act provides generous tax credits for small businesses:

  • Up to $5,000/year for startup costs (3 years)
  • $500/year for auto-enrollment (3 years)
  • Up to $1,000/employee for employer contributions (5 years)

These credits can significantly offset or even eliminate your retirement plan costs!

Yes! WealthRabbit integrates seamlessly with major payroll providers, including ADP, Gusto, Paychex, QuickBooks, and many others, ensuring accurate, timely retirement contributions with no manual entry needed.

If WealthRabbit doesn't currently integrate with your payroll provider, you can still use the platform by manually entering contribution and employee data. And, let us know your payroll provider—we're always working to expand our integrations, and your feedback helps us prioritize.

Every plan includes an onboarding specialist, employee training resources like demos and webinars, and support for transferring funds from existing retirement plans. Plus, you get access to all our great features including contribution autorun and compliance assist. Learn more

Assets Under Management (AUM) fees cover professional investment management for IRA accounts. Our tiered fees range from 0.20% - 0.50% based on account balance.

These fees are charged monthly and automatically deducted from the IRA accounts. They cover portfolio management, automatic rebalancing, investment monitoring, and access to financial tools.

Retirement planning that supports your success

Join hundreds of small businesses and individuals building real financial security with
WealthRabbit - fully digital, fully automated, fully yours.