PMI Calculator

Is Putting 20% Down Worth It?

If you put down less than 20% when buying a home, banks charge you an extra monthly fee called PMI (Private Mortgage Insurance). It protects the bank, not you. The common advice is “save up 20% to avoid it.” But is that actually the best move?

What this tool does: Compares two paths side by side. Path A: buy now with less money down and pay PMI. Path B: wait until you have 20% and skip the fee. It calculates which option leaves you with more money.

What you’ll need: A home price, your down payment percentage, and how long you plan to stay.

The surprising answer: In many cases, buying sooner with less down — even with PMI — builds more wealth than waiting. This tool shows you exactly when that’s true and when it’s not.

3.5%Down: $50,000 · Loan: $450,00019.5%

S&P 500 historical avg: ~10%

7 years

PMI Drops Off

Month 112
Automatic cancellation at 78% of original purchase price · Homeowners Protection Act 1998

August 2035 · when balance hits $390,000

Monthly PMI: $206 · Total PMI paid: $23,100

0.55% of loan balance annually · Urban Institute average rate

10% Down (Your Plan)

Down payment
$50,000
Total PMI paid
$23,100
Extra $50,000 invested at 7%
+$30,289
7% annual return · S&P 500 inflation-adjusted historical avg

20% Down (No PMI)

Down payment
$100,000
Total PMI paid
$0
Extra cash required
$50,000

Lower down payment wins by $7,189

Keeping $50,000 invested at 7% over 7 years earns $30,289 in growth — more than the $23,100 you'd pay in PMI. The invested difference wins.

Break-even investment return: 5.6%— above this rate, lower down payment wins

Minimum annual return needed for investing the difference to beat avoiding PMI

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YOUR NEXT STEPS
Plan your savings target

Whether you wait or buy now, here's exactly how much to save.

Plan your savings target
Run the full comparison

See how PMI affects the rent-vs-buy math over time.

Run the full comparison

PMI rates vary by lender and credit score. This calculator uses a 0.55% annual rate as an estimate. Investment returns are not guaranteed — past performance does not predict future results.

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