Why choose Carry for your Solo 401k?

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Reason #1

We support all types of investments

We have built-in brokerages that will allow you to buy stocks and ETF’s. And if you need extra support with building and maintaining a portfolio, you’ll also have access to our Carry roboadvisor (with no fees).

Plus: Carry integrates with a 3rd party bank to support “blank check” investments in crypto, real estate, startups too!

Reason #2

We support Roth + Recurring Contributions

Get this– A lot of the big brokerages (Schwab, Fidelity, etc.) don’t support Roth contributions! Not to mention it can be super tedious (if not nearly impossible) to setup recurring contributions.

But with Carry, you can do all of that quickly and easily. Check out the demo to see for yourself!

Reason #3

We make it very easy to set up and automate

Answer a few simple questions and Carry’s intelligent robo-advisor will automatically build a smart, optimized portfolio for you. Set up a recurring monthly or weekly contribution and your entire financial life is now on auto-pilot, all for zero AUM fees.

Reason #4

Help built into the platform

On our Pro plan, you’ll also get connected with a financial planner who can help you figure out how much to contribute, which account types to contribute to, and if you ever have any questions, you can chat them for advice

Reason #5

We support Solo 401k “edge cases”

That includes support for spouses who want to be on the same Solo 401k, support for partnerships with multiple business owners and no employees, and even support to re-state an existing Solo 401k plan that’s been set up elsewhere.

Reason #6

Do complicated things (like Mega Backdoor Roth) in a click

We’ve made it incredibly easy to do complicated things like a “mega backdoor Roth” and “regular backdoor IRAs” in seconds.

Ready to get started?

Basic Plan


  • Carry Solo 401k, Traditional IRA, Roth IRA, and brokerage accounts
  • Security and compliance monitoring
  • No AUM fees
  • 30-day refund guarantee

Pro Plan

$999 $499/year

Everything included in the Basic Plan, plus:

  • Custom financial plan
  • Access to “Ask an Advisor”
  • Ongoing support and updates to financial plan

Carry VIP


Everything included in the Pro Plan, plus:

  • Hands-on financial planning, execution, and investment advice
  • No-fee investment management and advice
  • Sourcing, vetting, and executing on boutique accredited investments

For business owners earning $200k+ in profit annually. Limited spots and by application only.

Try Carry for 30 days and if it isn’t for you, get fully refunded – no questions asked.

Trusted by top entrepreneurs, creators and money experts

“The process of opening a solo 401k used to be extremely complex, and you had to do most of the administration work yourself… I don’t normally get excited about retirement plans, but Carry is building something I’ve wanted to exist for a long time.”

Nate O’Brien

Investor & YouTuber

“There are now so many people who are self-employed, and Carry is building the perfect financial vehicle to help them turn their business income into generational wealth. [Carry] is so powerful and flexible that it feels like you’re getting access to a tax loophole.

Elizabeth Yin

Co-founder @ Hustle Fund

Social Squares

“Carry is the most intuitive experiences I’ve tried. I love how you can get set up and invest in just a few minutes. Every business owner, creator, and self-employed person should have one. The benefits and tax savings each year are a no-brainer.

Sebastian Fung

Owner, Ask Sebby