Compare 529 Plans by Features

Plan

Expenses of the underlying investments

Ranges from 0.039% to 0.04, depending on the selected investment option; none for the Cash Option

Ranges from 0.04% to 0.07% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.02% to 0.62% in the individual-fund portfolios. None for the Bank Savings Portfolio.

Ranges from 0.27% to 0.42% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.05% to 0.88% in the individual-fund portfolios, none for the Bank Savings 529 Portfolio.

Ranges from 0.30% to 0.57% in the year of enrollment portfolios and 0.07% to 0.78% in the static portfolios; 0.23% in the money market portfolio and 0.10% in the University of Alaska Portfolio (portfolio weighted averages).

Ranges from 0.02% to 0.05%, depending on the investment option chosen

Ranges from 0.34% to 0.97% (portfolio weighted average) in the age-based and static multi-fund portfolios, 0.27% to 0.77% in the individual-fund portfolios.

Ranges from 0.30% to 0.57% in the year of enrollment portfolios and 0.07% to 0.78% in the static portfolios; 0.23% in the money market portfolio (portfolio weighted averages).

AZ ABLE

Arizona

Ranges from 0.11% to 0.14%, none for the BankSafe option

Ranges from 0.02% to 0.05% annualized in the Fidelity index fund portfolios, from 0.30% to 0.78% annualized in the Fidelity funds portfolios, 0.28% to 0.48% in the Fidelity Blend portfolios, and 0.45% in the Stable Value Portfolio. For the Bank Deposit Portfolio, there is no underlying fund expense. There is, however, a Bank Administration Fee, which ranges from 0.00%-0.40% and is based on the Federal Funds Target Rate.

Not applicable, interest rate on CD is tied to a formula. No fees associated with the Honors Savings Account.

Ranges from 0.26% to 0.34% in the age-based and static multi-fund portfolios, and 0.02% to 0.94% in the individual-fund portfolios

AR ABLE

Arkansas

Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option

Not applicable, included in the program management fee.

Ranges from 0.05% to 0.13% (portfolio weighted average) in the Year-to-Enrollment and Asset Allocation Portfolios, 0.03% to 0.49% in the Custom Portfolios, none for the Savings Portfolio.

CalABLE

California

Ranges from 0.03% to 0.08%; None for the FDIC-Insured Portfolio

Ranges from 0.09% to 0.35% for Active, ESG and Social Choice Portfolios,0.03% to 0.07% for Passive and Index Portfolios

Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option

Not applicable, 0.02% - 0.04% included in the program management fee.

Ranges from 0.15% to 0.30% (portfolio weighted average) in the enrollment year and target allocation portfolios; 0.05% to 0.75% in the individual portfolios.

Not applicable.

Not applicable, included in the program management fee.

ABLE CT

Connecticut

Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option

Ranges from 0.47% to 0.79% (portfolio weighted average) in the age-based and static multi-fund portfolios, and from 0.05 to 1.10% in the individual-fund portfolios.

Ranges from 0.04% to 0.05% annualized in the Fidelity index fund portfolios, from 0.30% to 0.78% annualized in the Fidelity funds portfolios, 0.28% to 0.48% in the Fidelity Blend portfolios and 0.45% in the Stable Value Portfolio. For the Bank Deposit Portfolio, there is no underlying fund expense. There is, however, a Bank Administration Fee, which ranges from 0.00%-0.40% and is based on the Federal Funds Target Rate.

Ranges from 0.02% to 0.05% annualized in the Fidelity index fund portfolios, from 0.30% to 0.78% annualized in the Fidelity funds portfolios, 0.28% to 0.48% in the Fidelity Blend portfolios, and 0.45% in the Stable Value Portfolio. For the Bank Deposit Portfolio, there is no underlying fund expense. There is, however, a Bank Administration Fee, which ranges from 0.00%-0.40% and is based on the Federal Funds Target Rate.

DEPENDABLE

Delaware

Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option

DC ABLE

District of Columbia

Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option

DC College Savings Plan

District of Columbia

Ranges from 0.01% to 0.04% (portfolio weighted average) in the age-based portfolios, 0.02% to 0.44% in the individual-fund portfolios. None for the Principal Protected Portfolio.

Ranges from 0.00% to 0.29%, depending on the investment option chosen

0.05% to 0.09% in the Enrollment Year Portfolio, 0.05% to 0.18% for Static portfolios, and 0.02% to 0.74% in the Individual Options.

Ranges from 0.11% to 0.14%, none for the BankSafe option

0.02% to 0.08%; none for the Principal Plus Interest Option.

Ranges from 0.0371% to 0.04%, depending on the selected investment option; none for the Cash Option

Not applicable, 0.03% - 0.06% in the age-based and static blend options; .03% - 0.11% in the individual fund options

Not applicable, 0.02% - 0.04% and none for the Savings Portfolio

Ranges from 0.06% to 0.38% (portfolio weighted average) in the age-based and static multi-fund portfolios, 0.025% to 0.87% in the individual-fund portfolios; 0.035% to 0.12% in the individual fund ETF portfolios; and none for the Bank Savings 529 Portfolio.

Index Portfolios:
0.02% to 0.31% Age-Based & Static Portfolios (portfolio weighted average)
0.02% - 0.67% Individual Fund Portfolios

Multi-Firm Portfolios:
0.07% to 0.30% Age-Based & Static Portfolios (portfolio weighted average)
None for the Bank Savings

Ranges from 0.02% to 0.05%, depending on the investment option chosen

Ranges from 0.03% to 0.04% in the Year of Enrollment Option and from 0.02% to 0.50% in the Individual Portfolios (portfolio weighted average). None in the Savings Portfolio.

Ranges from 0.04% to 0.11% in the Year of Enrollment portfolio option and from 0.02% to 0.76% in the Individual portfolio options (portfolio weighted average). None for the Capital Preservation or Savings Portfolio.

Not applicable, interest rate on CD is tied to a formula. No fees associated with the Honors Savings Account.

Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option

Not applicable, included in the program management fee.

Ranges from 0.02% to 0.05%, depending on the investment option chosen

0.42% - 0.60% in the age-based and static options; 0.27% - 0.93% in the individual options.

Ranges from 0.02% to 0.05%, depending on the investment option chosen

Ranges from 0.18% to 0.50% in the age-based portfolios and 0.03% to 0.54% in the static portfolios (portfolio weighted averages). For the eight portfolios used in the index and index age-based track, an all-in fee of 0.25% includes the 0.20% program manager fee.

Ranges from 0.32% to 0.88% in the age-based and static portfolios and 0.09% to 1.36% in the individual fund portfolios (portfolio weighted averages).

Ranges from 0.18% - 0.73% (portfolio weighted average)

KY Saves 529

Kentucky

0.02% to 0.33%; none for the Capital Preservation option.

Ranges from 0.11% to 0.14%, none for the BankSafe option

LA ABLE

Louisiana

Ranges from 0.07% to 0.15%. The "Underlying Fund Expenses" are not charged directly to ABLE Accounts; however, the fee is deducted from the total funds invested in this equity investment and reduces the value of the ABLE Program units owned by the account owner.

None for the Principal Protection fund. Ranges from 0.11% - 0.14% for the Vanguard LifeStrategy funds (Age-Based options; none for Ages 16+), and from 0.02% to 0.08% for the Vanguard individual fund options.

Ranges from 0.05% to 0.49% (portfolio weighted average) in the Year of enrollment and static multi-fund portfolios, 0.10% to 0.25% in the Individual funds. None for the Principal Plus Portfolio and NextGen Savings Portfolio.

Ranges from 0.05% to 0.91% (portfolio weighted average) in the Year of enrollment and static multi-fund portfolios and from 0.07% to 0.90% in the individual-fund portfolios. None for the Principal Plus Portfolio and NextGen Savings Portfolio.

Ranges from 0.05 to 0.56% (portfolio weighted average).

Ranges from 0.0463% to 0.0744%, depending on the selected investment option; none for the Cash Option.

0.09% - 0.68%

Ranges from 0.02% to 0.05% annualized in the Fidelity index fund portfolios, from 0.30% to 0.78% annualized in the Fidelity funds portfolios, and 0.28% to 0.48% in the Fidelity Blend portfolios. For the Money Market 0.18% annualized in the Fidelity Funds. For the Bank Deposit Portfolio, there is no underlying fund expense. There is, however, a Bank Administration Fee, which ranges from 0.00%-0.40% and is based on the Federal Funds Target Rate.

Ranges from 0.15% to 0.64% (portfolio weighted average) in the enrollment year, static, and multi-fund portfolios, and from 0.05% to 0.80% in the individual-fund portfolios. None for the Principal Plus Interest Portfolio.

MiABLE

Michigan

Ranges from 0.17% to 0.28%. None for the Bank Money Market Investment Option

0.02% - 0.14%. None for the Principal Plus Interest Option.

Ranges from 0.02% to 0.05%, depending on the selected investment option

Ranges from 0.02% to 0.06% in the Enrollment Year Investment Option and 0.03% to 0.18% in the Multi-fund and Single Fund Investment Options; none for the Principal Plus Interest Option.

Mississippi ABLE

Mississippi

Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option

Ranges from 0.04% to 0.13% (portfolio weighted average). None for the Guaranteed Option.

MO ABLE

Missouri

Ranges from 0.11% to 0.14%, none for the BankSafe option

Ranges from 0.022% to 0.47% in the year-of enrollment and asset allocation portfolios; 0.30% in the individual portfolios; none for the Capital Preservation Portfolio.

Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option

Ranges from 0.04% to 0.18% (portfolio weighted average) in the age-based and static blend portfolios, and from 0.02% to 0.56% in the individual-fund portfolios.

Ranges from 0.04% to 0.05%, depending on the selected investment option. The checking option has no asset-based fees.

Ranges from 0.04% to 0.23% (portfolio weighted average) in the age-based and static multi-fund portfolios, from 0.02% to 0.60% in the individual-fund portfolios, none for the Bank Savings option.

Ranges from 0.04% to 0.18% (portfolio weighted average) in the age-based and static multi-fund portfolios, and from 0.02% to 0.56% in the individual-fund portfolios. None for the Bank Savings option.

Ranges from 0.05% to 0.08% (portfolio weighted average) in the age-based options, from 0.05% to 0.18% in the static portfolios, none for the Bank Savings option.

Ranges from 0.02% to 0.05%, depending on the selected investment option

0.16% - 0.17% in the age based and static portfolios; 0.02% - 0.50% in the individual fund portfolios.

Ranges from 0.57% to 0.77% (portfolio weighted average) in the age-based and static multi-fund portfolios, and from 0.16% to 1.05% in the individual fund portfolios.

Not applicable, 0.03% in the target enrollment portfolios; 0.03% to 0.04% in the static blend portfolios; and 0.01% to 0.31% in the individual portfolios.

Not applicable., 0.35% to 0.80%.

Glide path fees range from 0.11% - 0.15%. Individual underlying portfolio fees range from 0.03% to 0.39%.

Ranges from 0.47% to 0.79% (portfolio weighted average) in the age-based and static multi-fund portfolios, and from 0.05 to 1.10% in the individual-fund portfolios.

STABLE NH

New Hampshire

Ranges from 0.11% to 0.14%, none for the BankSafe option

The NH ABLE Plan

New Hampshire

0.02% - 0.05%

Ranges from 0.02% to 0.05% annualized in the Fidelity index fund portfolios, from 0.30% to 0.78% annualized in the Fidelity funds portfolios, 0.28% to 0.48% in the Fidelity Blend portfolios, and 0.45% in the Stable Value Portfolio. For the Bank Deposit Portfolio, there is no underlying fund expense. There is, however, a Bank Administration Fee, which ranges from 0.00%-0.40% and is based on the Federal Funds Target Rate.

Ranges from 0.20% to 0.26% (portfolio weighted average) in the age-based and objective-based portfolios, and from 0.03% to 0.75% in the individual-fund portfolios.

NJ ABLE

New Jersey

Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option

Ranges from 0.20% to 0.24% (portfolio weighted average) in the age-based and objective-based portfolios, and from 0.03% to 0.75% in the individual-fund portfolios.

ABLE New Mexico

New Mexico

Ranges from 0.11% to 0.14%, none for the BankSafe option

Scholar's Edge

New Mexico

Ranges from 0.26% to 0.39% (portfolio weighted average) in the age-based and static portfolios, from 0.03% to 1.08% in the individual-fund portfolios. None for Capital Preservation Portfolio.

Ranges from 0.03% to 0.28% (portfolio weighted average) in the enrollment-based and static options, from 0.02% to 0.18% (portfolio weighted average) in the individual investment options. None for the Capital Preservation Portfolio.

Ranges from 0.28% to 0.42% (portfolio weighted average) in the age-based and static multi-fund portfolios, from 0.03% to 0.74% in the individual-fund portfolios.

Not applicable, included in the program management fee.

NY ABLE

New York

0.02% to 0.04%

0.56% to 0.60%

NC 529 Plan

North Carolina

Vanguard Age-Based Options: Ranges from 0.04% to 0.06%

Vanguard Individual and Multi-fund Options: 0.04% to 0.09%

Federally-Insured Deposit Account: None

NC ABLE

North Carolina

Ranges from 0.02% to 0.05%, depending on the selected investment option

0.02% to 0.04%

0.02% to 0.04%

Age-based, year of enrollment and static portfolios: 0.03% to 0.04%
Individual fund portfolios: 0.02% to 0.31%
Fifth Third Bank options: None

Ranges from 0.11% to 0.14%, none for the BankSafe option

Oklahoma 529

Oklahoma

Ranges from 0.06% to 0.11% (portfolio weighted average) in the enrollment year portfolios, and from 0.05% to 0.32% in the static multi-fund portfolios. None in the Guaranteed Option.

Ranges from 0.47% to 0.79% (portfolio weighted average) in the age-based and static portfolios, and from 0.05% to 1.10% in the individual-fund portfolios.

Ranges from 0.11% to 0.14%, none for the BankSafe option

Ranges from 0.0371% to 0.04%, depending on the selected investment option; none for the Cash Option

Ranges from 0.33% to 0.67% (portfolio weighted averages)

Ranges from 0.0371% to 0.04%, depending on the selected investment option; none for the Cash Option

Ranges from 0.02% to 0.45% (portfolio weighted average). None for the FDIC-Insured Option.

PA ABLE

Pennsylvania

Ranges from 0.02% to 0.06%, depending on the selected investment option

Ranges from 0.02% - 0.12%

Ranges from 0.19% to 0.41% in the age-based and target-risk portfolios (portfolio weighted average), and from 0.19% to 0.85% in the individual-fund portfolios.

0.04% - 0.06% in the age-based options; 0.12% to 0.14% in the target-risk portfolios; and from 0.02% to 0.31% in the individual-fund portfolios.

RI's ABLE

Rhode Island

Ranges from 0.02% to 0.05%, depending on the selected investment option. None for the Checking Option

Ranges from 0.32% to 0.48% (portfolio weighted average) in the age-based and static portfolios, from 0.05% to 1.20% in the individual-fund portfolios. None for the Bank Deposit portfolio.

Ranges from 0.07% to 0.14% (portfolio weighted average) in the aged-based and target allocation portfolios, and from 0.02% to 0.24% in the individual-fund portfolios. None for the Bank Deposit Portfolio.

Ranges from 0.11% to 0.14%, none for the BankSafe option

Ranges from 0.36% to 0.43% (portfolio weighted average) in the age-based, 0.31% to 0.40% in the static multi-fund portfolios, and 0.35% to 0.88% in the individual-fund portfolios.

Ranges from 0.36% to 0.43% (portfolio weighed average) in the age-based and static portfolios, and 0.45% to 0.88% in the individual-fund portfolios. The program manager reimburses the investment portfolio to the extent the weighted average expense of the portfolio exceeds 0.65%.

ABLE TN

Tennessee

Ranges from 0.03% to 0.65%

Ranges from 0.044% to 0.050% in the age-based option; 0.03% to 0.65% in the individual options and money market 0.110%.

Ranges from 0.19% to 0.47% in the age-based and risk-based portfolios, and 0% to 1.12% in the individual asset class portfolios.

0.14% to 0.40%; none for the Bank Savings Account Option

0.02% to 0.021% and none for the Capital Preservation.

Ranges from 0.11% to 0.14%, none for the BankSafe option

my529

Utah

Target Enrollment Date options range from 0.034% to 0.038%, Static options range from 0.000% to 0.111%, and Customized options range from 0.000% to 0.323%.

Ranges from 0.11% to 0.14%, none for the BankSafe option

0.04% to 0.09%; none for the Principal Plus Interest Option.

ABLEAmerica

Virginia

Ranges from 0.09% to 0.50%

ABLEnow

Virginia

Ranges from 0.11% to 0.14%, depending on the selected investment option

Expenses of the underlying investments: Ranges from 0.02% to 0.14% (portfolio weighted average) in the age-based and static multi-fund portfolios. Other expenses range from 0.03% to 0.31%

Invest529

Virginia

Asset management fees range from 0.02% to 0.329% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0% to 0.51% in the individual-fund portfolios.

Ranges from 0.030% to 0.63% (portfolio weighted average) in the enrollment-based portfolios: and 0.034% to 0.100% in the static portfolios.

Ranges from 0.0538% to 0.0702%

SMART529 Select

West Virginia

Ranges from 0.12% to 0.22% (portfolio weighted average).

Ranges from 0.04% to 0.13%.

Ranges from 0.13% to 0.88%.

WV ABLE

West Virginia

Ranges from 0.11% to 0.14%, none for the BankSafe option

Edvest 529

Wisconsin

Ranges from 0.05% to 0.27% (portfolio weighted average) in the age-based and static multi-fund portfolios, 0.05% to 0.18% in the individual-fund portfolios (N/A for the Principal Plus Interest Portfolio). The CD option has no underlying expense beyond the management and state administration fee.

Ranges from 0.40% to 0.59% (portfolio weighted average) in the age-based and static allocation portfolios and 0.05% to 1.00% in the single fund portfolios, none for the TIAA-CREF Principal Protection portfolio.

WY ABLE

Wyoming

Ranges from 0.11% to 0.14%, none for the BankSafe option