401k Loan Calculator
Updated August 2026 — reflects the IRS §72(p) loan limits.
Borrowing from your 401(k)? See your monthly payment, the total interest you’ll pay back to yourself, the most you’re allowed to borrow, and the market growth you give up while the money is out.
The real cost of a 401(k) loan
A 401(k) loan isn’t free money, but it isn’t as costly as many calculators claim. You pay interest to yourself, not a bank, so the principal and interest both return to your account. The real cost is subtler: the borrowed money misses market growth while it’s out, and the interest is repaid with after-tax dollars.
Here’s the honest version. If your investments would have earned more than your loan rate, you give up that difference on the money while it’s borrowed. If the market underperforms your loan rate over the term, a loan can actually leave you slightly ahead. Either way, you avoid the 10% penalty and income tax that an outright early withdrawal triggers — which usually makes a loan the cheaper of the two ways to tap the account.
A worked example
Borrow $15,000 at 8% over 5 years. Your payment is about $304 a month, and you repay roughly $18,250 in total — about $3,250 of it interest, all deposited back into your own account. Meanwhile, if that $15,000 had stayed invested at 7%, it would have grown to about $21,000 over the same five years. Your repayments are reinvested too, so the true gap is smaller than that headline — but you can see why borrowing at a rate below your expected return still has a cost.
Rules and risks before you borrow
The IRS lets you borrow the lesser of $50,000 or 50% of your vested balance, repaid over up to five years. The biggest risk isn’t the interest — it’s your job. Leave or lose it before repaying and the balance can become a taxable distribution, plus a 10% penalty if you’re under 59½.
- Borrowing limit. The lesser of $50,000 or 50% of your vested balance, with a $10,000 floor. The $50,000 cap is reduced by your highest loan balance in the prior 12 months.
- Repayment. Level, amortized payments at least quarterly, within five years — longer only for a primary-home purchase. Usually taken straight from your paycheck.
- Job change is the trap. If you separate, the balance is typically due by your next tax-filing deadline. Unpaid, it’s a deemed distribution: ordinary income tax plus the 10% penalty under 59½.
- Double consideration on interest. You repay with after-tax dollars, and that money is taxed again at withdrawal in retirement — a real but often-overstated drawback.
Before borrowing, it’s worth checking what leaving the money untouched would grow into on the main 401k calculator, and comparing against the cost of an early withdrawal.