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College Savings (529) Calculator

Project a 529 college savings plan. See whether your monthly contributions actually meet projected tuition + room & board at college age, factoring in tuition inflation.

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Power mode. Every input exposed, every assumption sourced, charts and shareables.

College Savings (529) Calculator
See whether your monthly 529 contributions actually meet projected tuition + room & board at college age, factoring in tuition inflation. Default inflation: 4%/yr (College Board long-run average).

$0

$300/mo

Age 3

College starts at 18

$30,000/yr (in-state ≈$30K, OOS ≈$45K, private ≈$65K+)

4 years

6% return

4% / year

Default 4%College Board — Trends in College Pricing 2025as of AY 2025-26 (Nov 2025 publication)

Coverage of projected cost

40%

$87,246 saved vs $216,113 projected cost

Years to college

15

Annual cost at start

$54,028

Total cost

$216,113

Shortfall

$128,868

3456789101112131415161718$0$55K$110K$165K$220KShortfall $128,868
  • Contributions
  • Growth
  • College Cost
Money Scale
College Savings (529)
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🎓 40% covered

$300/mo into a 529 from age 3 until age 18.

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The 529 College Savings Calculator projects monthly contributions through tax-free growth, then compares the ending balance to projected college costs (inflated annually at the College Board's long-run tuition inflation rate by default, cited inline below the inflation field). 529 contributions grow tax-free; qualified withdrawals for tuition, fees, room & board, books, and computers are tax-free. Under SECURE 2.0, unused 529 funds can roll up to $35K (lifetime) into a Roth IRA for the beneficiary after the account is 15+ years old.

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  • Your numbers stay privateEvery calculation runs in your browser. We never receive or store your salary, balances, or inputs.
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  • Sourced defaultsStarting rates and assumptions cite real data, not made-up numbers.

How this calculator works

  1. Enter your current 529 balance and your planned monthly contribution.
  2. Set your child's current age and the age college starts (usually 18).
  3. Estimate annual cost in TODAY's dollars: in-state public ≈ $30K, out-of-state public ≈ $45K, private ≈ $65K+. The calculator inflates these forward.
  4. Adjust expected return (6% reasonable default for an age-based 529 portfolio mixing stocks and bonds) and tuition inflation (College Board long-run, cited inline beneath the field).
  5. The 'Coverage' metric shows whether you're on track. Adjust monthly contribution until you hit 100%+.

savings = compound(P, C, r, years_to_college) projected_cost = cost_today × (1 + inflation)^years_to_college × years_at_college

Compound the 529 contributions until college starts. Separately inflate the present-day annual college cost forward at the College Board's historical tuition inflation rate. Coverage = savings ÷ projected cost. If coverage < 100%, you have a gap to close via higher contributions or alternative funding (scholarships, loans, cash flow).

P
Current 529 balance
C
Monthly contribution
r
Expected annual return (6% for a balanced age-based portfolio)
cost_today
Annual college cost in today's dollars
inflation
Tuition inflation rate (College Board long-run, see source beneath the field)
years_to_college
Time until college starts
years_at_college
Number of years attending

Frequently asked questions

Tax-advantaged state-sponsored education savings accounts. Contributions grow tax-free, withdrawals are tax-free when used for qualified education expenses (tuition, fees, room & board, books). Most states offer a tax deduction for contributions to that state's plan.

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Sources
Every default value is sourced. Verify anything.
National Avg Savings APY — 0.38% (as of May 2026)FDIC National Rates and Rate Caps High-Yield Savings (typical) — 4% (as of May 2026)FDIC National Rates + reported HYSA APY (top online banks) S&P 500 — 10% (as of 2026 (1928–2025 dataset))NYU Stern (Damodaran) — S&P 500 Annual Returns 1928–2025 Total US Stock Market — 9.7% (as of 2026)CRSP US Total Market Index (long-run avg) 10-Year Treasuries — 4.5% (as of May 2026)Federal Reserve FRED — 10-Year Treasury (DGS10) US Real Estate — 4.2% (as of 2026)S&P CoreLogic Case-Shiller US National Home Price Index (FRED) Gold — 7.8% (as of 2026)World Gold Council historical price data Long-run CPI Inflation — 3% (as of 2026)Bureau of Labor Statistics — CPI-U (long-run avg) 30-Year Fixed Mortgage — 6.36% (as of May 2026)Freddie Mac PMMS — 30-Year Fixed Rate Mortgage Average Credit Card APR (avg, accounts assessed interest) — 21.52% (as of May 2026 release (March 2026 data))Federal Reserve G.19 — Consumer Credit Auto Loan (60-month new car, avg) — 7.52% (as of May 2026 release (March 2026 data))Federal Reserve G.19 — Consumer Credit Personal Loan (24-month unsecured, avg) — 11.4% (as of May 2026 release (March 2026 data))Federal Reserve G.19 — Consumer Credit Federal Direct Subsidized/Unsubsidized (Undergrad) — 6.52% (as of AY 2026-27)US Dept of Education — Interest Rates and Fees for Federal Student Loans HELOC (typical introductory rate) — 7.26% (as of May 2026)Bankrate — Current HELOC Rates 12-month CD (top online rate, typical) — 4.1% (as of May 2026)FDIC + reported top online CD rates Mortgage Refinance Closing Costs (typical) — 3% (as of 2026)Freddie Mac — Cost of Refinancing College Tuition Inflation (long-run avg) — 4% (as of AY 2025-26 (Nov 2025 publication))College Board — Trends in College Pricing 2025