Compare 529 Plans by Features

Plan

Benefits for beneficiary attending private or out-of-state institution

The value of the plan purchased may be applied toward the costs at any Eligible Educational Institution. Benefits are paid out at the current rates paid to public colleges or universities in Florida at time of usage, per actual Plan purchased.

Equal to the average mean-weighted credit hour value of public in-state costs at the time prepaid tuition benefits are used.

The plan will pay the actual tuition up to either the weighted average tuition in the Prepaid College Trust plan purchased or the minimum benefit, whichever is greater. If the beneficiary receives a scholarship, grant, or tuition remission, the plan will pay any remaining tuition up to the scheduled benefit.

U.Plan

Massachusetts

Participating public and private institutions in MA are covered by the U.Plan. Use at non-participating and out-of-state institutions provides a return of principal plus interest compounded annually equal to the Consumer Price Index.

Weighted average public tuition if used at in-state private colleges and the average public tuition if used out-of-state.

Weighted average tuition and mandatory fees at Mississippi public institutions, not to exceed actual tuition and mandatory fees.

Weighted average tuition at in-state Nevada public institutions, limited to actual tuition incurred, less $25 one-time, out-of-state school processing fee.

If the beneficiary does not attend a member institution, an account owner may name another beneficiary or request a full or partial withdrawal of an account. Tuition Certificates must be held for 12 months before they are eligible to be withdrawn. The withdrawn value will be based on the amount contributed, adjusted for the net performance of the program trust, subject to a maximum increase of 2 percent per year, and a maximum loss of 2 percent per year, compounded annually.

Contract benefit value is based on the current tuition value which is the weighted average tuition and mandatory fees at WV public institutions