529 PLANS

Compare by Features

Plan Static investment options:
CollegeCounts 529 Fund
Alabama
Select among 6 multi-fund Target portfolios and 26 Individual-fund portfolios.
CollegeCounts 529 Fund Advisor Plan
Alabama
Select among 6 multi-fund Target portfolios and 25 Individual-fund portfolios.
John Hancock Freedom 529
Alaska
Select among 3 multi-fund portfolios (Future Trends Portfolio, Equity Portfolio, and Fixed Income Portfolio), a money market portfolio, a short-term bond portfolio, 3 lifestyle portfolios (Lifestyle Growth 529 Portfolio, Lifestyle Balanced 529 Portfolio, Lifestyle Moderate 529 Portfolio) and 8 individual-fund portfolios. A dollar-cost averaging option provides for automatic monthly reallocations.
T. Rowe Price College Savings Plan
Alaska
Select among 2 multi-fund portfolios (Equity Portfolio and Balanced Portfolio), the Fixed-Income Portfolio (a fund-of-funds), the Total Equity Market Index Portfolio, and the Money Market Portfolio.
University of Alaska College Savings Plan
Alaska
Select among 3 multi-fund portfolios (Equity Portfolio, Balanced Portfolio, and ACT Portfolio), the Total Equity Market Index Portfolio, the Fixed-Income Portfolio (a fund-of-funds), and the Money Market Portfolio. The ACT Portfolio is guaranteed by the University of Alaska to provide a minimum return equal to tuition increases at the University of Alaska, but only for beneficiaries enrolling at that institution.
Arizona Family College Savings Program
Arizona
Fixed-rate CDs earn interest at the rate posted at the time of purchase, and posted rates may change at any time. The Honors Savings Account featured an APY of 0.90% as of January 2, 2017.
Fidelity Arizona College Savings Plan
Arizona
Select from 6 multi-fund portfolios, 5 individual-fund portfolios and a Bank Deposit Portfolio.
Ivy InvestEd 529 Plan
Arizona
Select among 6 fund-of-funds portfolios and 20 individual-fund portfolios each investing in a single mutual fund from the Ivy Funds family.
GIFT College Investing Plan
Arkansas
Select among 5 multi-fund portfolios with varying risk tolerances, a money-market portfolio, and an FDIC-insured savings option.
iShares 529 Plan
Arkansas
The four iShares Asset Allocation Portfolios are designed to meet a specific risk profile and are offered in Aggressive, Moderate, Conservative and Fixed Income allocations. The asset allocation is reviewed at least annually and may be updated to take into account changes in risk and correlations of the asset classes and underlying investments. A dollar-cost averaging option provides for automatic monthly reallocations. The Custom iShares portfolio option offers sixteen individual portfolios investing in equity, real estate or fixed-income funds. A savings option invests in an FDIC-insured account.
ScholarShare 529
California
Select among 12 multi-fund portfolios, 4 individual-fund portfolios (including the Social Choice Portfolio), and a principal-protection portfolio.
Direct Portfolio College Savings Plan
Colorado
Select among 5 multi-fund portfolios with varying risk tolerances and 3 individual-fund portfolios.
Scholars Choice College Savings Program
Colorado
Select among 11 investment options: 5 individual fund portfolios and six static options. The static options consist of 5 multi-fund portfolios (Balanced 50/50, All Equity, All Fixed Income, Equity 80%, and Fixed Income 80%), and the Cash Reserve Option.
Smart Choice College Savings Plan
Colorado
There are 2 options. The Money Market Savings Account earns interest at a rate established by FirstBank not less than the interest rate publicly offered by FirstBank on its regular Money Market Savings Accounts less 0.10%. The One-Year Time Savings Account earns interest at a rate that is 0.10% less than the rate publicly offered by FirstBank for its regular One-Year Times Savings Accounts, subject to an early withdrawal penalty of 90 days of interest if withdrawn before the one-year maturity date.
Stable Value Plus College Savings Program
Colorado
Funds are invested in a stable value investment under a funding agreement with MetLife Insurance Company. The interest rate is declared annually, with a minimum rate of 2% before fees. The 2017 rate of return is 2.59% per year, assuming the the 0.71% administrative fee remains in effect for calendar year 2017. MetLife resets the annual rate of return for the plan each January 1, and CollegeInvest makes the upcoming year's rate of return available the December before the rate is reset.
Connecticut Higher Education Trust (CHET)
Connecticut
Four static blend and five individual options are offered plus the Principal Plus Interest Option, and the Money Market Option.
Connecticut Higher Education Trust (CHET) -- Advisor Plan
Connecticut
5 options are offered: Aggressive Growth, Growth, Balanced, Conservative, Checks and Balances, 12 individual fund options.
Delaware College Investment Plan
Delaware
Select from 6 multi-fund portfolios, 5 individual-fund portfolios and the Bank Deposit Portfolio.
DC 529 College Savings Program (Advisor-sold)
District of Columbia
Select among 8 individual-fund portfolios each of which invests in a single underlying mutual fund or ETF and the Principal Protected Portfolio Option.
DC College Savings Plan
District of Columbia
Select among 8 individual-fund portfolios each of which invests in a single underlying mutual fund or ETF and the Principal Protected Portfolio Option. The Principal Protected Portfolio consists of a funding agreement with Ameritas Life Insurance Company which guarantees principal return of principal and an annualized minimum rate of return of one percent (1.00%), minus any premium tax, if applicable.
Florida 529 Savings Plan
Florida
Select from two investment portfolios (Blended Equity and Balanced Portfolios) and 8 single investment funds (Money Market Fund, Fixed Income Fund, Domestic Equity Index Fund, Large Cap Growth Fund, Large Cap Value Fund, Mid Cap Fund, Small Cap Fund, and International (Developed Markets) Fund).
Path2College 529 Plan
Georgia
Select among 3 multi-fund portfolios (the 100% Equity Option, the Balanced Fund Option, and the 100% Fixed Income Option), the Guaranteed Option, and the Money Market Option.
Hawaii's College Savings Program
Hawaii
Select among 4 multi-fund portfolios (Growth, Moderate Growth, Conservative Growth, and Income) and 2 individual-fund portfolios (Total Stock Market Index and Money Market).
Idaho College Savings Program (IDeal)
Idaho
Select among 5 multi-fund portfolios, with varying risk tolerances, an interest accumulation portfolio and a savings portfolio.
Bright Directions Advisor-Guided 529 College Savings Program
Illinois
Select among 7 multi-fund Target portfolios with varying risk tolerances and 32 individual-fund portfolios. Fifteen additional individual portfolios invest in Vanguard ETF funds and are available only to account owners who establish an account through a registered investment advisor or advisor who is not compensated through commissions.
Bright Start Advisor-Sold College Savings Program
Illinois
Select among 5 static portfolios: Equity, Balanced, Fixed Income, Conservative Fixed Income and a Money Market Portfolio.
Bright Start Direct-Sold College Savings Program
Illinois
Select among three Target Portfolios and three Index Target Portfolios; both offer with Equity, Balanced, and Fixed Income options, and fourteen individual options.
CollegeChoice 529 Direct Savings Plan
Indiana
Select among 7 options using various investment managers--Active Bond, International, Bond Index, Money Market, Short Term Bond Index, U.S. Equity Index, and Inflation-Protected--plus a FDIC-insured Savings Portfolio.
CollegeChoice Advisor 529 Savings Plan
Indiana
Select among 12 individual-fund portfolios with various investment managers. A FDIC-insured bank savings option is also offered.
CollegeChoice CD 529 Savings Plan
Indiana
Fixed-rate CDs earn interest at the rate posted at the time of purchase, and posted rates may change at any time. The Honors Savings Account featured an APY of 0.90% as of January 2, 2017.
College Savings Iowa
Iowa
Select among 11 multi-fund portfolios (Aggressive Growth, Growth, Moderate Growth, Conservative Growth, Income, and Conservative Income) and 4 individual-fund portfolios.
IAdvisor 529 Plan
Iowa
Select among 5 static allocation portfolios and 13 individual-fund portfolios investing in mutual funds managed by BG Overseas, BlackRock Financial Management, CBRE Clarion, Credit Suisse, DIFA, Goldman Sachs, Hahn Capital Management, JPMorgan, Lazard, LSV, Polaris, Van Eck, Voya IM, and Wellington Management.
Learning Quest 529 Education Savings Program (Direct-sold)
Kansas
Select among 12 static portfolio options, 4 index-fund based portfolios and the Cash and Cash Equivalents portfolio.
Learning Quest Advisor
Kansas
Select among 8 multi-fund portfolios, 12 American Century individual-fund options and the Cash and Cash Equivalent option.
Schwab 529 College Savings Plan
Kansas
Select among 13 options: 6 multi-fund portfolios with varying degrees of risk tolerance, 6 index portfolios, and a money market fund portfolio.
Kentucky Education Savings Plan Trust
Kentucky
Select among 2 100% equity options (one using actively managed funds and the other using mostly index funds), a balanced option, a fixed income option, and the Guaranteed Option.
START Saving Program
Louisiana
Select between the Louisiana Principal Protection Option (100% invested in the state-managed Fixed Earnings Fund), and 6 Vanguard individual fund options.
NextGen College Investing Plan -- Client Direct Series
Maine
Select from five diversified portfolios and two single-fund portfolios with funds from BlackRock and iShares, the Principal Plus Portfolio or NextGen Savings Portfolio.
NextGen College Investing Plan -- Client Select Series
Maine
Select among 11 diversified portfolios using BlackRock, iShares, Franklin Templeton and MFS funds; 17 individual-fund portfolios using American Century, BlackRock, iShares, Franklin Templeton, MFS Lord Abbett, MainStay and Neuberger Berman funds; and the Principal Plus Portfolio and NextGen Savings Portfolio.
College Savings Plans of Maryland -- College Investment Plan
Maryland
Select among 2 multi-fund portfolios (Equity Portfolio and Balanced Portfolio) and 4 individual-fund portfolios (U.S. Treasury Money Market Portfolio, Inflation Focused Bond Portfolio, Bond and Income Portfolio, and Global Equity Market Index Portfolio).
U.Fund College Investing Plan
Massachusetts
Select among 6 multi-fund portfolios, 5 individual-fund portfolios and a Bank Deposit Portfolio.
MI 529 Advisor Plan
Michigan
Select among 2 target-risk portfolios (Capital Appreciation and Conservative Allocation), a multi-fund portfolio (Nuveen Alternative Income) and 16 individual-fund portfolios from a number of fund families.
Michigan Education Savings Program
Michigan
Select among 4 multi-fund options (the International Equity Index Option, the Global Equity Index Option, the 100% Fixed Income Option, and the Balanced Option), the U.S. Equity Index Option and the Principal Plus Interest Option
Minnesota College Savings Plan
Minnesota
Select among 10 options: 7 static blend portfolios, two single fund portfolios, and the Principal Plus Interest Option.
Mississippi Affordable College Savings (MACS) Program
Mississippi
Five multi-fund risk-based options, three single fund options and the Guaranteed Option.
MOST - Missouri's 529 College Savings Plan (Direct-sold)
Missouri
Select among 6 multi-fund portfolios and 10 individual-fund portfolios.
Achieve Montana
Montana
Select among six portfolios, Aggressive, Growth, Moderate, Conservative, Income and an FDIC-insured savings option.
Montana Family Education Savings Program -- Bank Plan
Montana
The interest rate on the CollegeSure CD is pegged to a private-college tuition index, less a margin percentage assigned at the time of purchase. The maximum rate in future years is set at a specified percentage over the first-year's rate. The InvestorSure CD has a five-year maturity, and earns interest tied to a percentage of the increase in the S&P 500 Index (70% as of May 1, 2012). Fixed-rate CDs earn interest at the rate posted at the time of purchase, and posted rates may change at any time. The Honors Savings Account earns interest at a variable rate which is reviewed periodically and published online.
Nebraska Education Savings Trust -- Advisor College Savings Plan
Nebraska
Select among 3 multi-fund portfolios with varying risk tolerances and 20 individual-fund portfolios including a money market option and an FDIC-insured savings option.
Nebraska Education Savings Trust -- Direct College Savings Plan
Nebraska
Select among 3 multi-fund portfolios--Growth, Balanced/Index, and Conservative--and 16 individual-fund portfolios including a money market option and an FDIC-insured savings option.
State Farm College Savings Plan
Nebraska
Select among 4 portfolios: Growth, Moderate Growth, Balanced, and Money Market.
TD Ameritrade 529 College Savings Plan
Nebraska
Select among 3 static investment portfolios with varying risk tolerances and 17 individual-fund portfolios.
Putnam 529 for America
Nevada
3 goal-based options (Aggressive Growth, Growth, and Balanced), 4 Putnam Absolute Return Funds options, and 10 individual-fund options.
SSGA Upromise 529 Plan
Nevada
Select among three risk-based portfolios (aggressive, moderate, or conservative), 15 individual-fund portfolios, and an FDIC-insured savings account.
The Vanguard 529 College Savings Plan
Nevada
Select among 15 multi-fund portfolios and 15 individual-fund portfolios.
USAA 529 College Savings Plan
Nevada
Select among 10 Fixed Allocation portfolios (Very Aggressive, Aggressive Growth, Growth, Moderately Aggressive, Moderate, Moderately Conservative, Conservative, Very Conservative and In-College) and a money-market portfolio (Preservation of Capital).
Fidelity Advisor 529 Plan
New Hampshire
Select among 2 multi-fund portfolios (Aggressive Growth (formerly 100% Equity) and Moderate Growth (formerly 70% Equity)) and 17 individual-fund portfolios.
UNIQUE College Investing Plan
New Hampshire
Select among 6 multi-fund portfolios, 5 individual-fund portfolios and a Bank Deposit Portfolio.
Franklin Templeton 529 College Savings Plan
New Jersey
Select among 5 multi-fund portfolios, (Franklin Founding Funds, Franklin Growth Allocation, Franklin Corefolio, Franklin Growth & Income Allocation, and Franklin Income Allocation), 8 individual-fund portfolios, and a Franklin U.S. Government Money 529 Portfolio.
NJBEST 529 College Savings Plan
New Jersey
Select among 4 multi-fund portfolios (Franklin Growth Allocation, Franklin Corefolio, Franklin Growth & Income Allocation, and Franklin Income Allocation), S&P 500 Index portfolio, and the Franklin Money 529 portfolio.
Scholar's Edge
New Mexico
Select among 8 multi-fund portfolios with varying risk tolerances, 26 individual-fund portfolios, and the Capital Preservation Portfolio.
The Education Plan's College Savings Program
New Mexico
Select among 8 multi-fund portfolios invested in a blend of actively-managed and index funds, 8 multi-fund portfolios invested only in index funds, and 1 individual-fund portfolio (the Short Term Yield Portfolio).
New York's 529 Advisor-Guided College Savings Plan
New York
Select among 7 multi-fund portfolios with varying risk tolerances and 15 individual-fund portfolios.
New York's 529 College Savings Program -- Direct Plan
New York
Select among 5 multi-fund portfolios (Aggressive Growth, Growth, Moderate Growth, Conservative Growth, and Income), 7 individual fund portfolios, and the Interest Accumulation portfolio.
National College Savings Program
North Carolina
Select among a fixed-income portfolio (The Dependable Income Fund), five multi-fund portfolios,four individual-fund portfolios, and a federally-insured deposit account through State Employees' Credit Union. An equity-indexed investment, the Protected Stock Fund, was closed to new investments on February 27, 2008. Also, a 100% equity portfolio, the Active Core Equity Fund, was closed January 31, 2011.
College SAVE (Advisor)
North Dakota
Six asset allocation portfolios are offered. The Aggressive Growth, Growth, Moderate Growth, and Conservative Growth portfolios invest in Vanguard stock and bond index funds. The Income Portfolio invests in Vanguard bond index funds, inflation-protected securities fund, and the Vanguard Short-Term Reserves Account. The Interest Accumulation Portfolio invests 100% in the Vanguard Short-Term Reserves Account.
College SAVE (Direct)
North Dakota
Six asset allocation portfolios are offered. The Aggressive Growth, Growth, Moderate Growth, and Conservative Growth portfolios invest in Vanguard stock and bond index funds. The Income Portfolio invests in Vanguard bond index funds, inflation-protected securities fund, and the Vanguard Short-Term Reserves Account. The Interest Accumulation Portfolio invests 100% in the Vanguard Short-Term Reserves Account.
BlackRock CollegeAdvantage Advisor 529 Savings Plan
Ohio
Select among 3 Target-Risk Investment Options (Aggressive Growth, Growth and Moderate) and 15 Single Strategy Investment Options, including 9 equity portfolios, two balanced portfolios, 5 fixed income portfolios, and a money market portfolio.
Ohio CollegeAdvantage Direct 529 Savings Plan
Ohio
The Vanguard investment options consist of 5 multi-fund portfolios and 11 individual-fund portfolios. The Fifth Third Bank options consist of certificates of deposit and a savings account. The remaining options include an equity fund and a bond fund from DFA.
Oklahoma College Savings Plan
Oklahoma
Select among 4 multi-fund options (Diversified Equity, Global Equity Index, Balanced, and Fixed Income), 1 individual fund option ( U.S. Equity Index) and the Guaranteed Option.
Oklahoma Dream 529 Plan
Oklahoma
Select among 2 multi-fund portfolios (Capital Appreciation and Capital Preservation) and 10 individual-fund portfolios.
MFS 529 Savings Plan
Oregon
Select among 4 multi-fund options (Aggressive Growth, Growth, Moderate, and Conservative) and 14 individual-fund options.
Oregon College Savings Plan
Oregon
Select among 7 multi-fund portfolios (Aggressive, Moderate, Conservative, Diversified U.S. Equity, Diversified International Equity, Diversified Fixed Income and Balanced Index), 6 single-fund portfolios, and the Principal Plus Interest portfolio.
Pennsylvania 529 Investment Plan
Pennsylvania
Select among 6 multi-fund portfolios (Aggressive Growth, Growth, Moderate Growth, Conservative Growth, Income, and Conservative Income) and 6 individual-fund portfolios.
CollegeBound 529 (Advisor-sold)
Rhode Island
Select among three Target-Risk Portfolios (Growth, Moderate and Conservative), and 11 individual-fund portfolios.
CollegeBound Saver (Direct-sold)
Rhode Island
Select among three Target-Risk Portfolios (Growth, Moderate Growth and Conservative), seven individual-fund portfolios and a stable value option.
Future Scholar 529 College Savings Plan (Advisor-sold)
South Carolina
Select among 7 Target Allocation portfolios (Aggressive Growth, Growth, Moderate Growth, Moderate, Moderately Conservative, Conservative and College), 21 individual-fund portfolios, a money market fund, and a bank deposit account.
Future Scholar 529 College Savings Plan (Direct-sold)
South Carolina
Select among 7 Target Allocation portfolios (Aggressive Growth, Growth, Moderate Growth, Moderate, Moderately Conservative, Conservative and College),7 individual-fund index portfolios, a short-term bond fund, a money market fund, and a bank deposit account.
CollegeAccess 529 (Advisor-sold)
South Dakota
Select among 3 multi-fund portfolios (Diversified Equity, Diversified Bond, and Ultrashort Bond) and 12 individual fund portfolios.
CollegeAccess 529 (Direct-sold)
South Dakota
A multi-fund portfolio called the Diversified Bond Portfolio and 2 individual-fund portfolios, one invested in the PIMCO Real Return Fund, and one invested in the PIMCO All Asset Fund.
TNStars College Savings 529 Program
Tennessee
Select among 14 individual options investing in Vanguard, DFA, or Primecap funds, or an interest bearing account option with First Tennessee Bank National Association.
Lonestar 529 Plan
Texas
Select among 2 multi-fund portfolios (the 100% Equity portfolio and the Balanced portfolio) and 10 individual-fund portfolios.
Texas College Savings Plan
Texas
Select among 4 multi-fund portfolios (two of which use only index funds), 2 individual-fund bond portfolios, and the U.S. Government Money Market Portfolio.
Utah Educational Savings Plan (UESP)
Utah
Eight static investment options are offered, allowing selection among one individual-fund index portfolio, one fixed income multi-fund portfolio, four equity-index multi-fund portfolios, an FDIC-insured account held in trust by UESP at Sallie Mae Bank and U.S. Bank National Association (U.S. Bank), and the State Treasurers' Investment Fund (one for Non-Utah residents and one for Utah residents). A ninth, the Customized Static Option, allows for a customized mix of investments using as many as 30 underlying fund choices.
Vermont Higher Education Investment Plan
Vermont
Choose from among 5 multi-fund options (Diversified Equity Portfolio, Equity Index Portfolio, Balanced Portfolio, and the Fixed Income Portfolio, and the Treasury Obligations Portfolio).
CollegeAmerica
Virginia
Select among 30 individual mutual funds and 6 multi-fund portfolios from American Funds.
Invest529
Virginia
Select among 14 portfolios, including an Invesco stable value option and an FDIC-insured savings option. Eleven of the portfolios invest in Vanguard funds. The Socially Targeted Investment Portfolio invests in the Parnassus Core Equity Fund.
SMART529 Select
West Virginia
Select among 10 multi-fund portfolios with varying risk tolerances.
SMART529 WV Direct College Savings Plan
West Virginia
Select among 5 multi-fund portfolios (Aggressive Growth, Growth, Balanced, Conservative Balanced, and Conservative Bond), the SMART529 Stable Value portfolio and the SMART529 500 Index Fund.
The Hartford SMART529
West Virginia
Select among 5 multi-fund portfolios (Aggressive Growth, Growth, Balanced, Conservative Balanced, and Checks and Balances), 13 individual-fund portfolios, and a stable value portfolio.
Edvest
Wisconsin
Select among 3 index-based multi-fund portfolios (Aggressive, Moderate, Conservative), 3 active-based multi-fund portfolios (Aggressive, Moderate, Conservative), two additional multi-fund portfolios, 5 individual-fund portfolios, a bank CD Portfolio and a principal plus interest portfolio that guarantees an annual interest rate of 1% - 3%.
Tomorrow's Scholar 529 Plan
Wisconsin
Select among 5 multi-fund portfolios with varying risk tolerances and 22 single fund options.
 

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