How does Carry compare?

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At Carry, our mission is to build the best financial tools and education to help business owners build wealth. Here’s why we think you’ll love Carry compared to your current financial accounts and services provider.

Carry vs The Big 3

FeaturesCarryVanguardFidelityCharles Schwab
Checkbook control*
Making contributionsOnlineOnlineMail physical checkMail physical check
Roth option
Mega backdoor Roth
Solo 401k Loan
Invest in traditional assets*Only Vanguard mutual funds
Invest in alternative assets*
Crypto investments*
NFT investments*
Real estate investments*
Private equity investments*
Angel investments*
Price$299/year, zero AUM fees*Free to set up, $20/fund per year.Free to set upFree to set up