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TOOLS & CALCULATORS
Pro 529 Evaluator
Put 529 plans and their underlying investments head-to-head, comparing fees and historical returns, as well as the impact of state tax benefits.
PRO 529 EVALUATOR
The best 529 plan comparison tool for financial advisors. Curious? Download a free sample report now to see what it can do for you.
Available exclusively for Gold & Platinum subscribers
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Financial Professionals
Pro Dashboard
Top 529 College Savings Plans
One-year rankings are based on a plan's average investment returns over the last 12 months.
| State | Plan Name | |
|---|---|---|
| 1 | South Dakota | CollegeAccess 529 (Direct-sold) |
| 2 | West Virginia | SMART529 WV Direct College Savings Plan |
| 3 | Wisconsin | Edvest |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
| State | Plan Name | |
|---|---|---|
| 1 | Indiana | CollegeChoice 529 Direct Savings Plan |
| 2 | West Virginia | SMART529 WV Direct College Savings Plan |
| 3 | Wisconsin | Edvest |
Five-year rankings are based on a plan's average annual investment returns over the last five years
| State | Plan Name | |
|---|---|---|
| 1 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | Nebraska | Nebraska Education Savings Trust - Direct College Savings Plan |
| 3 | Wisconsin | Edvest |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
| State | Plan Name | |
|---|---|---|
| 1 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
| 3 | New York | New York's 529 College Savings Program -- Direct Plan |
