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5-Cap Ratings
Updated as of March 02, 2018 based on data as of Dec 31, 2017
To view the ratings breakdown by category, click on the plan name.
We assign a rating to each state-sponsored program ranging from one cap (least attractive) to five caps (most attractive). The 5-Cap Rating represents our opinion of the overall usefulness of a state's 529 plan based on many considerations.
The 5-Cap Rating is not strictly a measure of historical returns and it is not a predictor of future investment performance, level of investment risk, or financial solvency of the program funds. For more information on the criteria used in assigning a 5-Cap Rating, click HERE.
Alabama |
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CollegeCounts 529 Fund |
 (Resident Rating) |
(Non-Resident Rating) |
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CollegeCounts 529 Fund Advisor Plan |
 (Resident Rating) |
 (Non-Resident Rating) |
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Alaska |
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Alaska 529 |
 (Resident Rating) |
(Non-Resident Rating) |
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T. Rowe Price College Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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John Hancock Freedom 529 |
(Resident Rating) |
(Non-Resident Rating) |
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Arizona |
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AZ529, Arizona's Education Savings Plan |
(Resident Rating) |
 (Non-Resident Rating) |
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AZ529, Arizona's Education Savings Plan - Bank Plan |
 (Resident Rating) |
(Non-Resident Rating) |
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The Goldman Sachs 529 Plan |
 (Resident Rating) |
(Non-Resident Rating) |
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Arkansas |
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Arkansas Brighter Future Direct Plan |
(Resident Rating) |
(Non-Resident Rating) |
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Brighter Future Advisor Plan |
(Resident Rating) |
(Non-Resident Rating) |
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California |
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ScholarShare 529 |
(Resident Rating) |
(Non-Resident Rating) |
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Colorado |
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Direct Portfolio College Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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Smart Choice College Savings Plan |
(Resident Rating) |
 (Non-Resident Rating) |
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Stable Value Plus College Savings Program |
 (Resident Rating) |
(Non-Resident Rating) |
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Scholars Choice Education Savings Plan |
 (Resident Rating) |
(Non-Resident Rating) |
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Connecticut |
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Connecticut Higher Education Trust (CHET) |
(Resident Rating) |
(Non-Resident Rating) |
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CHET Advisor 529 College Savings Program |
(Resident Rating) |
(Non-Resident Rating) |
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Delaware |
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DE529 Education Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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District of Columbia |
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DC College Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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Florida |
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Florida 529 Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
|
Florida 529 Prepaid Plan |
(Resident Rating) |
 (Non-Resident Rating) |
|
Georgia |
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Path2College 529 Plan |
(Resident Rating) |
(Non-Resident Rating) |
|
Hawaii |
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Hawaii's College Savings Program |
(Resident Rating) |
(Non-Resident Rating) |
|
Idaho |
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Idaho College Savings Program (IDeal) |
(Resident Rating) |
(Non-Resident Rating) |
|
Illinois |
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Bright Start Direct-Sold College Savings Program |
(Resident Rating) |
(Non-Resident Rating) |
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College Illinois! 529 Prepaid Tuition Program |
 (Resident Rating) |
(Non-Resident Rating) |
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Bright Directions Advisor-Guided 529 College Savings Program |
(Resident Rating) |
(Non-Resident Rating) |
|
Indiana |
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CollegeChoice 529 Direct Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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CollegeChoice CD 529 Savings Plan |
(Resident Rating) |
 (Non-Resident Rating) |
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CollegeChoice Advisor 529 Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
|
Iowa |
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College Savings Iowa |
(Resident Rating) |
(Non-Resident Rating) |
|
IAdvisor 529 Plan |
(Resident Rating) |
 (Non-Resident Rating) |
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Kansas |
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Learning Quest 529 Education Savings Program (Direct-sold) |
(Resident Rating) |
(Non-Resident Rating) |
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Schwab 529 College Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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Learning Quest Advisor |
(Resident Rating) |
(Non-Resident Rating) |
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Kentucky |
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KY Saves 529 |
(Resident Rating) |
(Non-Resident Rating) |
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Louisiana |
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START Saving Program |
(Resident Rating) |
(Non-Resident Rating) |
|
Maine |
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NextGen 529 -- Client Direct Series |
(Resident Rating) |
(Non-Resident Rating) |
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NextGen 529 -- Client Select Series |
(Resident Rating) |
(Non-Resident Rating) |
|
Maryland |
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Maryland 529 -- Maryland Senator Edward J. Kasemeyer College Investment Plan |
(Resident Rating) |
(Non-Resident Rating) |
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Maryland 529 -- Maryland Senator Edward J. Kasemeyer Prepaid College Trust |
(Resident Rating) |
(Non-Resident Rating) |
|
Massachusetts |
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U.Fund College Investing Plan |
(Resident Rating) |
(Non-Resident Rating) |
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U.Plan |
(Resident Rating) |
(Non-Resident Rating) |
|
Michigan |
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Michigan Education Savings Program (MESP) |
(Resident Rating) |
(Non-Resident Rating) |
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Michigan Education Trust |
(Resident Rating) |
(Non-Resident Rating) |
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MI 529 Advisor Plan |
(Resident Rating) |
(Non-Resident Rating) |
|
Minnesota |
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Minnesota College Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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Mississippi |
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Mississippi Affordable College Savings (MACS) Program |
(Resident Rating) |
(Non-Resident Rating) |
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Mississippi Prepaid Affordable College Tuition (MPACT) Program |
(Resident Rating) |
(Non-Resident Rating) |
|
Missouri |
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MOST - Missouri's 529 Education Plan (Direct-sold) |
(Resident Rating) |
(Non-Resident Rating) |
|
Montana |
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Achieve Montana |
(Resident Rating) |
(Non-Resident Rating) |
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Nebraska |
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Bloomwell 529 Education Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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Nebraska Education Savings Trust -- Direct College Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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Nebraska Education Savings Trust -- Advisor College Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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State Farm 529 Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
|
Nevada |
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The Vanguard 529 College Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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Nevada Prepaid Tuition Program |
(Resident Rating) |
(Non-Resident Rating) |
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USAA 529 Education Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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Future Path 529 Plan |
(Resident Rating) |
(Non-Resident Rating) |
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Putnam 529 for America |
(Resident Rating) |
(Non-Resident Rating) |
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Wealthfront 529 College Savings Plan |
 (Resident Rating) |
(Non-Resident Rating) |
|
New Hampshire |
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UNIQUE College Investing Plan |
(Resident Rating) |
(Non-Resident Rating) |
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Fidelity Advisor 529 Plan |
(Resident Rating) |
(Non-Resident Rating) |
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New Jersey |
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NJBEST 529 College Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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Franklin Templeton 529 College Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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New Mexico |
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The Education Plan's College Savings Program |
(Resident Rating) |
(Non-Resident Rating) |
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Scholar's Edge |
(Resident Rating) |
(Non-Resident Rating) |
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New York |
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New York's 529 College Savings Program -- Direct Plan |
(Resident Rating) |
(Non-Resident Rating) |
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New York's 529 Advisor-Guided College Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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North Carolina |
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NC 529 Plan |
(Resident Rating) |
(Non-Resident Rating) |
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Morgan Stanley National Advisory 529 Plan |
(Resident Rating) |
(Non-Resident Rating) |
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North Dakota |
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College SAVE (Direct) |
(Resident Rating) |
(Non-Resident Rating) |
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College SAVE (Advisor) |
(Resident Rating) |
(Non-Resident Rating) |
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Ohio |
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Ohio's 529 Plan, CollegeAdvantage |
(Resident Rating) |
(Non-Resident Rating) |
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BlackRock CollegeAdvantage Advisor 529 Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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Oklahoma |
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Oklahoma 529 |
(Resident Rating) |
(Non-Resident Rating) |
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Oklahoma Dream 529 Plan |
(Resident Rating) |
(Non-Resident Rating) |
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Oregon |
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Oregon College Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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MFS 529 Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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Other |
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Private College 529 Plan |
(Resident Rating) |
(Non-Resident Rating) |
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Pennsylvania |
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Pennsylvania 529 Guaranteed Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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Pennsylvania 529 Investment Plan |
(Resident Rating) |
(Non-Resident Rating) |
|
Rhode Island |
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CollegeBound Saver (Direct-sold) |
(Resident Rating) |
(Non-Resident Rating) |
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CollegeBound 529 (Advisor-sold) |
(Resident Rating) |
(Non-Resident Rating) |
|
South Carolina |
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Future Scholar 529 College Savings Plan (Direct-sold) |
(Resident Rating) |
(Non-Resident Rating) |
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Future Scholar 529 College Savings Plan (Advisor-sold) |
(Resident Rating) |
(Non-Resident Rating) |
|
South Dakota |
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CollegeAccess 529 (Direct-sold) |
(Resident Rating) |
(Non-Resident Rating) |
|
CollegeAccess 529 (Advisor-sold) |
(Resident Rating) |
(Non-Resident Rating) |
|
Tennessee |
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TNStars College Savings 529 Program |
(Resident Rating) |
(Non-Resident Rating) |
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Texas |
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Texas College Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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Texas Tuition Promise Fund |
(Resident Rating) |
(Non-Resident Rating) |
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LoneStar 529 Plan |
(Resident Rating) |
(Non-Resident Rating) |
|
Utah |
|||
my529 |
(Resident Rating) |
(Non-Resident Rating) |
|
Vermont |
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Vermont Higher Education Investment Plan |
(Resident Rating) |
(Non-Resident Rating) |
|
Virginia |
|||
Invest529 |
(Resident Rating) |
(Non-Resident Rating) |
|
CollegeAmerica |
(Resident Rating) |
(Non-Resident Rating) |
|
Washington |
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Guaranteed Education Tuition (GET) |
(Resident Rating) |
(Non-Resident Rating) |
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DreamAhead College Investment Plan |
(Resident Rating) |
(Non-Resident Rating) |
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West Virginia |
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SMART529 Prepaid Tuition Plan |
(Resident Rating) |
(Non-Resident Rating) |
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SMART529 Select |
(Resident Rating) |
(Non-Resident Rating) |
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SMART529 WV Direct College Savings Plan |
(Resident Rating) |
(Non-Resident Rating) |
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The Hartford SMART529 |
(Resident Rating) |
(Non-Resident Rating) |
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Wisconsin |
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Edvest 529 |
(Resident Rating) |
(Non-Resident Rating) |
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Tomorrow's Scholar 529 Plan |
(Resident Rating) |
(Non-Resident Rating) |
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