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

Features	Carry	Vanguard	Fidelity	Charles Schwab
Self-directed^*	✅	❌	❌	❌
Checkbook control^*	✅	❌	❌	❌
Making contributions	Online	Online	Mail physical check	Mail 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 up	Free to set up

Carry Solo 401k

Here’s how the Carry Solo 401k stacks up with other plan providers.

Carry vs Vanguard

Carry vs Fidelity

Carry vs Charles Schwab

Carry vs E-Trade

Carry vs TD Ameritrade

Carry vs Ubiquity

Carry vs My Solo 401k

Carry vs Nabers Group

Carry vs IRA Financial

Carry vs Rocket Dollar