See How Your 529 Plan Is Performing

Setting up your CollegeAdvantage 529 was an important step in the journey to college. Depending on which investment options you selected, it's a good idea to check your plan performance and see if it's on track based on your college savings goal.

Set and track your savings goals

Try our tools, like the College Savings Planner, to see how your savings are adding up based on your current balance and contribution strategy.

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Check your investment performance

See how your investment choices compare. You can look at saving options in the same category or compare a completely different strategy.

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Take a look at price history

Track how your college saving investments change over time by comparing individual portfolios or options and their price history.

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Some tips to consider as you look at performance

  • Make sure you understand the investment options you've selected Your CollegeAdvantage 529 gives you access to time-tested, low-cost investment options that can perform differently as market conditions change. Make sure you select options that are right for your own desired level of risk and diversification.
  • Don't forget the Ohio tax deduction Make sure you maximize your deposit to get at least the full deduction of up to $‚Äč4,000 in contributions per beneficiary per year (for Ohio taxpayers only). Contributions over $4,000 can be carried forward to future tax years until fully deducted.
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