529 College Savings Quarterly Data Update

These reports provide in-depth analysis, commentary and data on 529 product, marketing and distribution trends. Each issue also features direct, quantifiable data around base market analytics, including: 529 plan assets by state, program, program manager and primary distributor; qualitative data; and market trends impacting the competitive landscape of the college savings industry.


2Q 2018 529 Quarterly Data Update      8/6/2018
  The 2Q 2018 edition of the 529 Quarterly Data Update features a new ranking of states, program managers, primary distributors, plans, and recordkeepers by 2Q 2018 assets and market share by overall industry and channel, benchmarks 2Q 2018 assets and net flows for the industry and by distribution channel, reports proprietary data on assets, number of accounts, and average account balance by 529 savings plan as of 2Q 2018, and reflects the launch of Washington's DreamAhead program.
   
1Q 2018 529 Quarterly Data Update      5/4/2018
  The 1Q 2018 edition of the 529 Quarterly Data Update features a new ranking of states, program managers, primary distributors, plans, and recordkeepers by 1Q 2018 assets and market share by overall industry and channel, benchmarks 1Q 2018 assets and net flows for the industry and by distribution channel, reports proprietary data on assets, number of accounts, and average account balance by 529 savings plan as of 1Q 2018, and reflects the transition in recordkeeper for Tennessee's TNStars.
   
4Q 2017 529 Quarterly Data Update      2/1/2018
  The 4Q 2017 edition of the 529 Quarterly Data Update features a new ranking of states, program managers, primary distributors, plans, and recordkeepers by 4Q 2017 assets and market share by overall industry and channel, benchmarks 4Q 2017 assets and net flows for the industry and by distribution channel, reports proprietary data on assets, number of accounts, and average account balance by 529 savings plans as of 4Q 2017, and reflects the closure of Bright Start College Savings Program (Advisor) and transition of assets and accounts into the Bright Directions Program (Advisor).
   
3Q 2017 529 Quarterly Data Update      11/3/2017
  The 3Q 2017 edition of the 529 Quarterly Data Update reflects the program management and primary distributor transition in Illinois, reflects the primary distributor transition of the MI 529 Advisor plan, reflects the discontinuation of the CollegeWealth plan as a stand-alone program, features a new ranking of states, program managers, primary distributors, plans, and recordkeepers by 3Q 2017 assets and market share by overall industry and channel, benchmarks 3Q 2017 assets and net flows for the industry and by distribution channel, and reports proprietary data on assets, number of accounts, and average account balance by 529 savings plan as of 3Q 2017.
   
2Q 2017 529 Quarterly Data Update      8/3/2017
  The 2Q 2017 edition of the 529 Quarterly Data update reflects the change in program manager, primary distributor, and recordkeeper for the Mississippi Affordable College Savings (MACS) Program, features a new ranking of states, program managers, primary distributors, plans, and recordkeepers by 2Q 2017 assets and market share by overall industry and channel, benchmarks 2Q 2017 assets and net flows for the industry and by distribution channel, and reports proprietary data on assets, number of accounts, and average account balance by 529 savings plan as of 2Q 2017.