Portfolio | Estimated Underlying Fund and Management Expenses1 | Program Manager Fee2 | State Fee3 | Miscellaneous Fee4 | Total Annual Asset-Based Fee5 | Annual Account Maintenance Fee6 |
---|---|---|---|---|---|---|
NH Portfolio 2042 (Fidelity Funds) | 0.67% | 0.07% | 0.10% | N/A | 0.84% | N/A |
NH Portfolio 2039 (Fidelity Funds) | 0.64% | 0.07% | 0.10% | N/A | 0.82% | N/A |
NH Portfolio 2036 (Fidelity Funds) | 0.61% | 0.07% | 0.10% | N/A | 0.79% | N/A |
NH Portfolio 2033 (Fidelity Funds) | 0.58% | 0.07% | 0.10% | N/A | 0.76% | N/A |
NH Portfolio 2030 (Fidelity Funds) | 0.55% | 0.07% | 0.10% | N/A | 0.73% | N/A |
NH Portfolio 2027 (Fidelity Funds) | 0.50% | 0.07% | 0.10% | N/A | 0.68% | N/A |
NH Portfolio 2024 (Fidelity Funds) | 0.44% | 0.07% | 0.10% | N/A | 0.62% | N/A |
NH College Portfolio (Fidelity Funds) | 0.43% | 0.07% | 0.10% | N/A | 0.60% | N/A |
NH Aggressive Growth Portfolio (Fidelity Funds) | 0.78% | 0.07% | 0.10% | N/A | 0.95% | N/A |
NH Moderate Growth Portfolio (Fidelity Funds) | 0.67% | 0.07% | 0.10% | N/A | 0.84% | N/A |
NH Conservative Portfolio (Fidelity Funds) | 0.30% | 0.07% | 0.10% | N/A | 0.47% | N/A |
NH Stable Value Portfolio | 0.45% | 0.07% | 0.01% | N/A | 0.53% | N/A |
Tax advantages
The UNIQUE 529 plan offers federal tax benefits as you save for a child's education.
Flexible use of funds
Use the funds for a wide range of college expenses at accredited schools nationwide—plus tuition expenses for K-12th grade, certain apprenticeship costs, and student loan repayments.1
Many investment choices
Choose either an Age-Based Strategy or a Custom Strategy based on your specific investment goals.
Why invest in a 529 college savings plan with Fidelity?
Friends and family can send gifts directly to your 529 with our free, online college gifting service. Gifters don't need a Fidelity account.
Fidelity Investments 529 College Rewards® Visa Signature® Card
Help to grow your college savings account with unlimited 2% cash back on every eligible net purchase.2
This tax-advantaged education savings account could help you hit your college savings goals. There's no annual account fee and no income restrictions.
The UNIQUE College Investing Plan received Morningstar's 2023 Bronze Rating.3
Read Morningstar's 529 industry report
Tax advantages |
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Earnings |
Any earnings grow federal income tax-deferred. |
Withdrawals |
Qualified withdrawals are free from both federal income tax and New Hampshire interest and dividends taxes. |
Account details |
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Account maximum |
$596,925 per beneficiary4 |
Investment expenses |
Fees vary, depending on your investment strategy:
|
Plan performance |
View information on the funds' short-term performance, or average annual total returns by month or by quarter.
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Additional resources |
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Plan application & fact kit |
Download the application and supporting documents. |
Consider these tips from Fidelity customers who found easy ways to ask their family and friends to consider gifting to their 529 on gift-giving occasions.
Find out what you'll need before you open an account
Already have a 529 account? Fund your accountLog In Required
Learn more
Access a library of courses, articles, and videos to learn more about planning and saving for college.
Get started with college savings
Understand what it's like to have an account, from choosing a plan to withdrawing funds.
Anyone can use our college savings calculator to figure out how much to save each month. Login or become a member to create a personalized savings plan and track your progress.
Hablamos español
Ahorros para la universidad (PDF)
Un folleto en español con informacion sobre productos y soluciones de ahorrar para el futuro de su hijo para la universidad.
Abra una Cuenta para el Plan de Inversión para la Educación Universitaria UNIQUE
Descargue la Solicitud de Cuenta y el Paquete de Datos del Plan de Inversión para la Educación Universitaria UNIQUE.
Get in touch
Contact us to get help and answers.
Questions? 800-544-1914 |