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MISC
529 composite rankings
529 Plan Composite Ranking Methodology:
Savingforcollege.com's 529 Plan Composite Rankings are based on a comparison of the historical investment performances of a representative selection of each 529 plan's investment options. A more complete description of our methodology is provided in our Methodology White Paper.
Although we make efforts to ensure the accuracy of the data used to produce these rankings, please note that the performance data has not been verified and may be incomplete and/or inaccurate. You should not rely on these rankings but instead refer to official program disclosures. Please note that the pdf files are updated as new or corrected data becomes available to us.
June 30, 2023
Direct Sold 529 Plans
1 Yr
performance
3 Yr
performance
5 Yr
performance
10 Yr
performance
Broker Sold 529 Plans (A shares)
1 Yr
performance not including sales charges
3 Yr
performance not including sales charges
5 Yr
performance not including sales charges
10 Yr
performance not including sales charges
1 Yr
performance including sales charges
3 Yr
performance including sales charges
5 Yr
performance including sales charges
10 Yr
performance including sales charges
RIA Channel 529 Plans
1 Yr
performance
3 Yr
performance
5 Yr
performance
10 Yr
performance
View the underlying ranking data
Average
Annual Returns - Advisor Sold
Average
Annual Returns - Direct Sold
Average
Annual Returns - RIA Channel
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Ameriprise Financial instructions
Consult with your office/branch manager for instructions.
Commonwealth Financial instructions
Commonwealth Financial Advisors, you will find your Savingsforcollege.com portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.
LPL Financial instructions
Visit the Education Planning page in the LPL BranchNet Resource Center to access your Savingforcollege.com portal.
Morgan Stanley instructions
Visit Tools and Forms in the Education Savings Products page in 3DResources to access your Savingforcollege.com portal.
Raymond James instructions
Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.
RW Baird instructions
Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.
Financial Professionals
Pro Dashboard
Top 529 College Savings Plans
One-year rankings are based on a plan's average investment returns over the last 12 months.
| State | Plan Name | |
|---|---|---|
| 1 | New Jersey | NJBEST 529 College Savings Plan |
| 2 | Utah | my529 |
| 3 | Kansas | Schwab 529 College Savings Plan |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
| State | Plan Name | |
|---|---|---|
| 1 | South Dakota | CollegeAccess 529 (Direct-sold) |
| 2 | Wisconsin | Edvest |
| 3 | West Virginia | SMART529 WV Direct College Savings Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
| State | Plan Name | |
|---|---|---|
| 1 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | Indiana | CollegeChoice 529 Direct Savings Plan |
| 3 | District of Columbia | DC College Savings Plan |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
| State | Plan Name | |
|---|---|---|
| 1 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
| 3 | Alaska | T. Rowe Price College Savings Plan |
