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Tease Evaluator

Our new PRO 529 EVALUATORPRO

Introducing the only head-to-head 529 comparison tool

The only tool investment professionals need to recommend 529 plans to their clients! See side-by-side comparisons of fees and historical returns for 529 plan investments, compare across share classes, and see the impact of tax benefits, all at a glance.

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529 PLAN COMPARISON TOOL

Compare 529 plans by over 40 different features, including available investment options, residency requirements and state tax benefits.

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529 PLAN INVESTMENT OPTIONS

View the expense ratio, investment return and asset allocation of each plan's underlying portfolio in an easy-to-read format.

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529 PLAN DETAILS

Get key information on each state's available 529 plans to help clients make informed decisions.

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529 PLAN METRICS

Access 529 plan performance rankings, 5-Cap Ratings, fee comparison, and asset allocation studies.

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Portfolio & Fee lookup

Review expense ratios and historical performance for each plan's underlying investment options.

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Advisor Resource

Download client-friendly handouts and presentations that highlight key benefits and best practices related to college planning and 529 plans.

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Professional Articles

Get the latest news and industry updates, as well as tips and advice on how to incorporate college planning into your business.

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529 News

Stay on top of the latest happenings in the college savings industry, with updates on state and federal legislation, new plan offerings and more.

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Tools & Calculators

Help your clients project future costs, estimated financial aid and get the best ROI when it comes to paying for college.