How Is Your 529 Plan Performing?
Setting up your CollegeAdvantage 529 account was an important step in the journey to college. Depending on the investment options you selected, it's a good idea to check your plan's performance and make sure it's on track to meet your college savings goals.
Set & Track Your Savings Goals
Tools like our College Savings Planner let you see how your savings are adding up based on your current balance and contribution strategy.
Check Your Investment Performance
See how your investment choices compare to others. View saving options in the same category or take a look at a completely different strategy.
Take A Look At Price History
Track how your college saving investments have changed over time by comparing individual portfolios or options and their price history.
Some Performance Tips To Consider
- 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 $4,000 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.