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.


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.
   
1Q 2017 529 Quarterly Data Update      5/1/2017
  The 1Q 2017 edition of the 529 Quarterly Data Update reflects the change in program manager and primary distributor for the DC College Savings Plan, features a new ranking of states, program managers, primary distributors, plans , and recordkeepers by 1Q 2017 assets and market share by overall industry and channel, benchmarks 1Q 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 1Q 2017.
   
4Q 2016 529 Quarterly Data Update      2/8/2017
  The 4Q 2016 edition of the 529 Quarterly Data Update reflects the launch of Wealthfront College Savings Plan, features a new ranking of states, program managers, primary distributors, plans, and recordkeepers by 4Q 2016 assets and market share by overall industry and channel, benchmarks 4Q 2016 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 4Q 2016.
   
3Q 2016 529 Quarterly Data Update      11/2/2016
  The 3Q 2016 issue of the 529 Quarterly Data Update features a new ranking of states, program managers, primary distributors, plans, and recordkeepers by 3Q 2016 assets and market share by overall industry and channel, reflects changes in the program manager, primary distributor, and program name for Rhode Island's advisor- and direct-sold plans, benchmarks 3Q 2016 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.