Compare 529 Plans
This comprehensive 529 plan comparison tool lets you compare over 40 features including investment options, state income tax benefits and more. Get started below. To easily compare 529 plan fees and performance, try the 529 Consumer Comparison Tool. If you’re a financial advisor, the Pro 529 Evaluator enables head-to-head comparison for 529 plan portfolios and projects a client’s future savings and expenses under different share classes.
Savings Plans work much like a 401K or IRA by investing your contributions in mutual funds or similar investments. The plan will offer you several investment options from which to choose. Your account will go up or down in value based on the performance of the particular option you select. Savings plans are either Advisor-Sold or Direct-Sold.
STEP 1 - SELECT TYPE OF PLAN
Compare only 529 plans where investors purchase directly from the plan manager. You will have to rely on your own research to identify your best options, or you can hire a fee-based financial planner. These plans are approved and monitored by each state and are managed by professional investment firms. There are no sales charges with these plans.
Compare only 529 plans sold through financial advisors. Using an advisor means you get the benefit of advice and expertise of an investment professional, but may mean you pay sales charges or incur other fees that are used to compensate the advisor.
STEP 2 - SELECT COMPARISON CRITERIA