529 Plan Cost Comparison Calculator
Years to Start of College   
Initial Contribution (this year) $
Subsequent Annual Contributions $
Estimated Rate of Return   %
 
Your Profile

State of Residence
  * Denotes states allowing deductible or creditable in-state plan contributions for state residents
  
Filing Status
Married/Joint
Single
Taxable Income
$
 
529 Plans to Compare

Plan Name 1    + View Fee Inputs
Total Annual Asset-Based Fees
   %
Enrollment Fee
$
Annual Account Maintenance Charge
$
 
Plan Name 2    + View Fee Inputs
Total Annual Asset-Based Fees
  %
Enrollment Fee
$
Annual Account Maintenance Charge
$
 
+ Add a plan
Plan Name 3 (optional)    + View Fee Inputs
Total Annual Asset-Based Fees
  %
Enrollment Fee
$
Annual Account Maintenance Charge
$
   

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Plan 1: — Plan 2: — Plan 3: —  
Total initial and subsequent annual contributions $0 $0 $0 
Net accumulated value of state : $0 $0 $0 
Total contributions including net accumulated value of state : $0 $0 $0 
Enrollment fee (or other one-time fee): $0 $0 $0 
Estimated total sales charges, expenses and fees:: $0 $0 $0 
Total funds for college, including contributions, earnings, and net state tax savings, after fees and expenses: $0
( years at 0% annual investment growth)
$0
( years at 0% annual investment growth)
$0
( years at 0% annual investment growth)
 
Plan Comparison
Difference in savings growth between Plan 1 () and Plan 2 (), after fees and expenses: $0  
Difference in savings growth between Plan 1 () and Plan 3 (), after fees and expenses: $0  
Total annual rate of return assumed: 0.00%  
Estimated annual rate of return needed by Plan 2 to break even with Plan 1: 0.00%  
Estimated annual rate of return needed by Plan 3 to break even with Plan 1: 0.00%  
Estimated Savings Accumulation & Break Even Rates-of-Return
  • Plan 1: -
  • Plan 2: -

Plan comparison graphs assume your planned contributions, plan fee inputs, the years until the end of college, and an estimated % rate of return.


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Important Legal Information + Show additional important legal information

As tax laws and information frequently change, we do not guarantee or warrant the completeness or accuracy of this information. For current or additional information about state tax provisions and for consideration of your individual circumstances, consult your tax advisor. You can also obtain additional information by contacting your state's official taxing authority.