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Answers · Cars & money

How much does a high-yield savings account actually earn?

$5,000 at 4.25% APY earns $212 in a year, $17.71 a month, against $0.50 at the 0.01% a big bank pays. Free money, and small money: after three years of adding $200 a month the balance is $13,321, and $12,200 of that is deposits.

The example

The same deposit in two accounts, both insured, both a phone tap from checking. The only difference is the rate.

High-yieldTypical big bank
Opening deposit$5,000$5,000
APY4.25%0.01%
CompoundingMonthlyMonthly

What it earns

High-yieldTypical big bank
Interest, one year, no additions$212$0.50
Per month, first year$17.71$0.04
Interest, three years, no additions$665$1.50
Interest, three years, adding $200 a month$1,121$2.55
Balance after three years with $200 a month$13,321$12,203
Of which your own deposits$12,200$12,200
One year if the rate drops to 3%$150-

Read that table twice

The first row is the whole argument for moving the money: $212 against $0.50, for one form and a transfer. Over three years it is $665 against $1.50. There is no version of this where the big-bank account is the right place for a $5,000 cushion.

The last rows are the argument against expecting more. With $200 a month added for three years the balance reaches $13,321, and $12,200 of it, about 92%, is money you put in. The interest is $1,121. That is real and it is not an income; $17.71 a month in year one is a streaming subscription, not a raise.

The rate is also not yours to keep. It is variable, and a drop to 3% turns the first year’s $212 into $150. The deposits are the part of this that compounds; the rate is the part that gets written to you in an email.

The honest recommendation

  1. Move the emergency fund there today. $212 a year for nothing is the cleanest trade in personal finance. Same insurance, same access, one transfer.
  2. Then stop thinking about the rate and think about the deposit. $200 a month over three years adds $7,200 to the balance; the best rate on the page adds $1,121. Chasing a quarter-point at another bank is not worth an afternoon.
  3. Do not keep money there that has a job elsewhere. A card at 24% is costing five times what this account earns. Beyond the cushion, the balance belongs on the card.
  4. Do not treat the interest as a plan. $17.71 a month does not cover a premium, a tire, or a bad month. The account is where the cushion lives, not what builds it.

Where these numbers came from

Monthly compounding at the stated APY: the monthly rate is (1 + APY) to the power 1/12, minus one, applied to the balance each month, with the $200 deposit added at the end of each month where stated. Rounded to the nearest dollar, or to cents where the figure is under a dollar. Rates are examples; the high-yield rate is typical of the better online accounts and the big-bank rate is typical of the worst.

Forgenta keeps a floor under the checking account and forecasts the balance forward month by month, so the cushion you move to a high-yield account is sized to the bills in front of you rather than to a guess.

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