Catastrophic Coverage Eligibility Calculator | Dr. Caleb Masterson
Health Coverage Tool

Is your health insurance legally "unaffordable"?

If your lowest-cost plan costs more than 8.05% of your household income, federal rules may classify your coverage as unaffordable — opening the door to a hardship exemption and catastrophic plan eligibility at any age.

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Use the lowest-cost bronze plan available to your household on the Marketplace, after any subsidy — not necessarily the plan you'd choose.

$

Modified Adjusted Gross Income — close to the AGI on your tax return for most families. Pre-tax 401(k) and HSA contributions reduce it.

8.05% line
0% of income16.1% of income

Premium ÷ income
Annual premium
Income ceiling at this premium

How this works

Federal rules set an affordability threshold each year — 8.05% of household MAGI for 2026. If the cheapest plan available to you costs more than that, coverage is deemed unaffordable.

Unaffordability qualifies your household for an affordability hardship exemption, claimed through the Health Insurance Marketplace.

The exemption unlocks enrollment in a catastrophic plan at any age — normally these are restricted to people under 30.

What catastrophic plans actually are

Catastrophic plans carry the highest deductible allowed by law — the deductible equals the annual out-of-pocket maximum. Before you hit it, you get three primary care visits and free preventive care; essentially everything else is out of pocket until the deductible is met. After that, covered services are paid in full. They're built for one job: protecting you from the financially ruinous event — the emergency surgery, the extended hospital admission — not routine care.

Before you drop anything: catastrophic premiums for adults over 40 are often not dramatically cheaper than bronze plans in many counties — and you cannot apply premium tax credits to a catastrophic plan. This tool tells you which door the law opens. Compare actual prices in your county before walking through it.

The trade-off, by age

Qualifying is only half the question — the other half is whether the switch is worth it. Enter an age to see modeled national-average premiums for catastrophic vs. lowest-cost bronze. Both plans price on the same federal age curve, so the dollar gap grows with age — but it stays thin relative to the deductible you take on.

Ages 21–64. Modeled national averages — your county's actual rates will differ.

Bronze est. /mo
Catastrophic est. /mo
Monthly savings
$10,600
Catastrophic deductible = OOP max
$7,476
Avg bronze deductible
Years of savings to offset one bad year

The math most people miss: catastrophic plans take no premium tax credits at any income, and the deductible sits at the legal out-of-pocket ceiling. If a single bad year costs you ~$3,100 more in deductible than bronze would, thin monthly savings can take years to earn that back. Fewer than 1% of marketplace enrollees choose catastrophic — the door is open, but check the price of walking through it.

Why so many families suddenly qualify

Enhanced premium tax credits expired at the end of 2025. For families who lost subsidies, net premiums jumped sharply — in some cases doubling or more. Every dollar of premium increase raises the income ceiling for this exemption by about $12.40. Coverage that was "affordable" last year may be legally unaffordable this year at the exact same income.

Estimate your household premium

Bronze est. household /mo
Catastrophic est. household /mo
Monthly savings

Children under 15 are rated at 0.765× the age-21 adult rate; federal rules charge premiums for at most the three oldest children under 21, so additional children beyond three are included at no extra premium here. Tip: carry the bronze household figure up to the affordability checker at the top — a family premium this size often clears the 8.05% line at incomes well into six figures.

Important disclaimers

This is an educational tool, not advice. Nothing on this page constitutes medical advice, legal advice, tax advice, insurance advice, or a recommendation to purchase, keep, or cancel any health coverage. Using this calculator does not create a physician–patient relationship with Dr. Caleb Masterson or any affiliated practice.

Estimates only. This calculator applies the published 2026 affordability threshold (8.05%) to the numbers you enter. The premium comparison uses national-average anchor figures projected across the federal default age curve — it is a model, not a quote; actual premiums vary substantially by state, county, insurer, and tobacco status. It does not verify your income, your available plan options, your subsidy eligibility, or your household composition. Exemption determinations are made solely by the Health Insurance Marketplace, not by this tool. The affordability percentage, catastrophic plan rules, and exemption process change over time and may differ by state.

Dropping coverage carries real risk. Catastrophic plans do not cover most care before a very high deductible is met, and alternatives such as health care sharing ministries and short-term plans are not comprehensive insurance and may decline to pay claims. Consult a licensed insurance broker or navigator in your state, and confirm current rules at healthcare.gov, before making coverage decisions.

© Dr. Caleb Masterson. Threshold source: federal required-contribution percentage for plan year 2026. Last reviewed July 2026.