Tool · Investor Sam Edu

Income-Driven Repayment Estimator

June 30, 2026 • By the Investor Sam Editorial Team • Reviewed by Berly Sam Varghese, Editor
Income-driven repayment plans cap federal student loan payments at a share of your discretionary income rather than what you owe, which can slash payments for lower earners. The math works off your income, your family size, and a protected amount tied to the federal poverty guideline. This calculator estimates your monthly payment so you can see roughly what an income-driven plan would ask of you before you apply.

Example: Adjusted gross income (AGI): 45000 $ · Family size: 1 people · Poverty guideline (per person): 15060 $ · Protected income (% of poverty line): 150 % · Payment (% of discretionary income): 10 %

Estimated monthly payment$187
Estimated annual payment$2,241
Discretionary income$22,410
Protected income$22,590

Worked example

With a $45,000 AGI, a family size of one, and a $15,060 poverty guideline, the protected amount at 150% is $22,590. That leaves $22,410 of discretionary income. At 10% of discretionary income, the plan asks for about $2,241 a year, or roughly $187 a month — far below what a standard 10-year plan would charge on a large balance.

Frequently asked questions

Where do I find the poverty guideline and percentages?

The federal poverty guidelines are published each year by the Department of Health and Human Services and vary by household size and state. The protected multiplier and the discretionary percentage depend on which income-driven plan you choose, so use the figures for your specific plan on studentaid.gov.

Why do plans differ in their percentages?

Different income-driven plans protect different multiples of the poverty line and take different shares of discretionary income. That is why this tool lets you set both — change them to match the exact plan you are comparing, such as the newest available plan versus older ones.

Is this the exact payment I will owe?

No, it is an estimate. Your servicer calculates the official amount using your certified income, family size, and the current-year guidelines, and some plans cap the payment at the standard amount. Use this to compare plans and budget, then confirm with studentaid.gov.

What happens to the balance if my payment is low?

On many income-driven plans a low payment may not cover all the interest, so the balance can grow. However, these plans offer loan forgiveness after a set number of years of qualifying payments, and some offer interest subsidies. Weigh the low payment against the long timeline.

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Sources

Berly Sam Varghese · Editor, Investor Sam

Berly Sam Varghese is an engineer who treats money the way he treats any hard problem — something to be engineered, not gambled on. He funded years of education and built real financial stability the patient way, by living below his means and investing rather than borrowing. He writes for the person weighing what an education is really worth. He reviews and approves every article on Investor Sam and checks the figures against primary sources before anything is published. More about our standards.