Compare 529 Plans by Features

Total asset-based expense ratio

0.17% - 0.79%

0.15% - 0.87%

0.16% - 0.87%

0.10% - 0.95%

0.53%; 0.39% for the Savings option

0.04% - 0.42%. None for the Principal Plus Interest Portfolio.

0.28%

None.

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

0.11% - 0.95%

0.10% - 0.95%

0.31% - 0.74%
Principal Protected Portfolio: 0.15%

0.02% - 0.77%

0.06% - 0.12%. None for the Principal Plus Interest Option.

0.58% - 0.66%

0.34% - 0.36%.

0.06% - 0.77% and none for the Principal Plus Interest 529 Portfolio

0.14% - 0.64%

0.17%

0.09% - 0.69%

0.34% - 0.82; Index portfolios have all-inclusive fee of 0.20%.

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

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

0.21% - 0.29%

0.00% - 0.56%

0.13% - 0.67%

0.10% - 1.22%

0.06% - 0.13%. None for the Principal Plus Interest Option.

0.111% to 0.251%. None for the Principal Plus Interest Option.

0.63% - 0.72%. None for the Guaranteed Option.

0.17% - 0.42%

0.32% - 0.46%

0.14% - 0.70%

0.10% - 0.65%

0.12% - 0.37%

0.43% to 0.91%

0.10% - 0.95%

0.13% - 0.81%

0.10% - 0.36%

0.11%

0.25% - 0.35%

0.48%

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

0.15% - 0.36%. None for the Guaranteed Option.

0.20% - 0.65%

0.1750% - 0.2650%

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

0.00% - 0.24%

0.35% - 1.865%

0.23% to 0.86%

0.31% - 0.61%

0.113% - 0.124% for my529 Target Enrollment Date options. The Static Investment options range is 0.090% - 0.118%. 0.199% for the Stable Value option.

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

0.0% - 0.556%

0.000% to 0.251%, except for the Socially Responsible Portfolio which is 0.380%.

0.53% - 0.62%

0.12% to 0.21%

0.10% - 0.34%; none for Principal Plus Interest Portfolio