How does Carry compare?
Switch to Carry
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
|Making contributions||Online||Online||Mail physical check||Mail physical check|
|Mega backdoor Roth||✅||❌||❌||❌|
|Solo 401k Loan||❌||❌||❌||❌|
|Invest in traditional assets*||✅||Only Vanguard mutual funds||✅||✅|
|Invest in alternative assets*||✅||❌||❌||❌|
|Real estate investments*||✅||❌||❌||❌|
|Private equity investments*||✅||❌||❌||❌|
|Price||$299/year, zero AUM fees*||Free to set up, $20/fund per year.||Free to set up||Free to set up|