Compare 529 Plans by Features

Total asset-based expense ratio

0.17% - 0.79%

0.14% - 0.88%

0.16% - 0.88%

0.11% - 0.95%

0.53%; 0.39% for the Savings option

0.05% - 0.46%. None for the Principal Plus Interest Portfolio.

0.29%

None.

Currently 0.71% due to waiver; not to exceed 0.99%

0.11% - 0.95%

0.11% - 0.95%

0.31% - 0.74%
Principal Protected Portfolio: 0.15%

0.02% - 0.74%

0.00% - 0.12%. None for the Principal Plus Interest Option.

0.58% - 0.66%

0.36%; 0.34% for the Savings Portfolio

0.07% - 0.79%

0.14% - 0.64%

0.18%

0.10% - 0.771%

0.38% - 0.93; Index portfolios have all-inclusive fee of 0.25%.

0.20% - 0.80%; None for the Guaranteed Option.

0.02% - 0.14%. None for the Principal Protection option.

0.00% - 0.51%

0.13% - 0.64%

0.11% - 0.95%

0.065% - 0.185%. None for the Principal Plus Interest Option.

0.1225% to 0.2825%. None for the Principal Plus Interest Option.

0.63% - 0.73%. None for the Guaranteed Option.

0.17% - 0.42%

0.395% - 0.587%

0.16% - 0.70%

0.10% - 0.66%

0.28% - 0.89%; 0.29% for the Savings Portfolio.

0.12% - 0.42%

0.45% to 0.90%

0.11% - 0.95%

0.09% - 0.85%

0.10% - 0.36%

0.12%

0.25% - 0.35%

0.48%

0.145% - 0.435%. None for Fifth Third Bank options.

0.25% - 0.52%. None for the Guaranteed Option.

0.20% - 0.65%

0.205% - 0.305%

0.12% - 0.41%; 0.02% - 0.31% for Rhode Island residents

0.00% - 0.25%

0.37% - 0.89%

0.23% to 0.85%

0.31% - 0.5215%

0.141% - 0.147% for my529 Target Date options. The Customized Static and Age-Based options range is 0.140% - 0.463%, depending on the investment mix selected by the account owner. 0.221% for the Stable Value option

0.39% for each portfolio; none for the Principal Plus Interest Option.

0.0% - 0.569%

0.25% to 0.32%

0.57% - 0.63%

0.12% to 0.21%

0.12% - 0.35%; none for Principal Plus Interest Portfolio