Portfolio | Estimated Underlying Fund and Management Expenses1 | Program Manager Fee2 | State Fee3 | Miscellaneous Fee4 | Total Annual Asset-Based Fee5 | Annual Account Maintenance Fee6 |
---|---|---|---|---|---|---|
Portfolio 2036 (Fidelity Funds) | 0.76% | 0.10% | 0.10% | N/A | 0.96% | N/A |
Portfolio 2033 (Fidelity Funds) | 0.71% | 0.10% | 0.10% | N/A | 0.91% | N/A |
Portfolio 2030 (Fidelity Funds) | 0.66% | 0.10% | 0.10% | N/A | 0.86% | N/A |
Portfolio 2027 (Fidelity Funds) | 0.61% | 0.10% | 0.10% | N/A | 0.81% | N/A |
Portfolio 2024 (Fidelity Funds) | 0.56% | 0.10% | 0.10% | N/A | 0.76% | N/A |
Portfolio 2021 (Fidelity Funds) | 0.50% | 0.10% | 0.10% | N/A | 0.70% | N/A |
Portfolio 2018 (Fidelity Funds) | 0.43% | 0.10% | 0.10% | N/A | 0.63% | N/A |
College Portfolio (Fidelity Funds) | 0.43% | 0.10% | 0.10% | N/A | 0.63% | N/A |
Aggressive Growth Portfolio (Fidelity Funds) | 0.79% | 0.10% | 0.10% | N/A | 0.99% | N/A |
Moderate Growth Portfolio (Fidelity Funds) | 0.68% | 0.10% | 0.10% | N/A | 0.88% | N/A |
Conservative Portfolio (Fidelity Funds) | 0.30% | 0.10% | 0.10% | N/A | 0.50% | N/A |
Money Market Portfolio* | 0.37% | 0.10% | 0.10% | N/A | 0.57% | 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.
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.1
This tax-advantaged education savings account could help you hit your college savings goals. There's no annual account fee and no income restrictions.
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 |
$500,000 per beneficiary2 |
Investment expenses |
Fees vary, depending on your investment strategy:
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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.
See if you're on track to meet your college savings goals.
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.
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Questions? 800-544-1914 |