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Carry (formerly Ocho)

Modern fintech platform for Solo 401(k) retirement plans. Helps self-employed individuals and small business owners set up and manage retirement plans. $299/year management fee. Supports Roth and traditional contributions, IRA rollovers, and self-directed investments.

Overview

Pricing Model
subscription
Price Range
$29 - $49 /
Founded
2022

Products & Services

Carry Core Membership

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Solo 401k, IRAs, and Taxable Brokerage accounts with stocks, ETFs, mutual funds, Smart Yield, and Roboadvisor

$29 / month N/A
  • Solo 401k
  • IRAs
  • Taxable Brokerage
  • Stocks/ETFs/Mutual Funds
  • Smart Yield
  • Roboadvisor
  • 20+ courses
Learn more

Carry Pro Membership

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Everything in Core plus crypto in IRA, alternative investments, advanced Solo 401k support including EACA credit

$49 / month N/A
  • Everything in Core
  • Crypto in IRA
  • Alternative investments
  • Advanced Solo 401k
  • EACA tax credit support
Learn more

Company Information

Legal Name
Carry Technologies Inc.
Headquarters
Brooklyn, New York, United States
Team Size
100
Primary Timezone
America/New_York

Founding

Founded
2022
Founder
Ankur Nagpal
Background
Serial entrepreneur; previously founded Teachable (acquired). Built Carry from personal wealth management challenges.

Competitive Analysis

Proposition: Automated Mega Backdoor Roth conversions, AI tax agent

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