Education · Free calculator

SoFi-Style Student Loan Refinance Calculator

Compare your current student loans against a refinance: the payment, the interest saved, and the federal protections you'd give up by leaving the government system.

Short answer

SoFi-Style Student Loan Refinance Calculator

$3,604Interest saved by refinancing

Before you take this: $48,000 of your balance is federal. Refinancing converts it to private debt permanently — you would give up income-driven repayment (which caps payments at a share of discretionary income), the possibility of PSLF forgiveness after 10 years in qualifying public service, death and disability discharge, and administrative forbearance during hardship. The $3,604 saving is real, but it is the price of those protections. If your job is stable, your income is comfortably above your payment, and you are not pursuing forgiveness, the trade can make sense.

How it's calculated: $515/mo new payment vs $545 now · paid off in 120 months Adjust the inputs below to recalculate for your own numbers.

Disclaimer: Educational estimate only — not financial, tax, or legal advice. RevenueLab is independent and not affiliated with, endorsed by, or sponsored by any brand or agency named on this page. We model the publicly described method using 2026 figures; the official tool may apply additional inputs. Verify with a licensed professional. Refinancing federal loans with a private lender permanently forfeits federal protections including income-driven repayment and forgiveness programmes.

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$48,000
6.5%
120
5.25%
120
100%
$0.00
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Formula used

Refinance comparison

Two variables move at once in a refinance: the rate and the term. A lower rate over a longer term can cost more in total despite the better rate, and a higher payment over a shorter term saves a great deal even at the same rate. Compare total interest, not the monthly payment.

Saving = interest on current terms − interest on new terms (including any extra payment)
Federal undergrad rate (recent)
~6.5%
Federal grad rate (recent)
~8%
Refinance rates (excellent credit)
~4.5–6.5%
PSLF forgiveness
120 qualifying payments
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What you permanently give up

Refinancing federal loans privately is one-way. You lose income-driven repayment plans that cap payments as a share of discretionary income, Public Service Loan Forgiveness, the various IDR forgiveness timelines, death and disability discharge, and the administrative forbearance options that appeared during the pandemic. None of these can be recovered.

Who should refinance

Someone with private loans at a high rate; or someone with federal loans, a stable high income well above the payment, no interest in public-service work, and an emergency fund. The clearer your path to paying it off in full on schedule, the more the rate saving outweighs the insurance you are giving up.

Who should not

Anyone working toward PSLF, anyone whose income is volatile or close to the payment amount, anyone in a field with layoff risk, and anyone who would need income-driven repayment if things went wrong. For these situations the federal protections are worth more than a percentage point of rate.

Refinancing in stages

You do not have to refinance everything. Refinancing only your private loans, or only the highest-rate federal loans while keeping the rest in the federal system, captures part of the saving while preserving some protection. Most lenders allow a partial refinance, and it is an underused middle path.

FAQ

Should I refinance my student loans?

If they are private and the rate is meaningfully lower, usually yes. If they are federal, only when your income is stable, you are not pursuing forgiveness, and you can afford the payment through a job loss.

How much can I save refinancing student loans?

On $48,000 at 6.5% with ten years left, dropping to 5.25% saves roughly $3,500 in interest. Larger balances and bigger rate drops save considerably more.

Can I refinance federal student loans back to federal?

No. Once refinanced with a private lender, the loans are private permanently. This is the single most important thing to understand before signing.

Does refinancing hurt my credit score?

A hard inquiry causes a small temporary dip, and the new account lowers your average account age. Both are minor and usually recover within a year.

How this calculator is built

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Written by Sam Doshi and the RevenueLab editorial team. We don't sell the data feeds this tool is built on.

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