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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.

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.

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.

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.