Detailed Single Year Tables

Financial Estimates for the OASDI Trust Fund Program

Proposal Change from Current Law
Expressed as a percentage of
current-law taxable payroll
Trust fund
ratio as of
January 1
Expressed as a percentage of
current-law taxable payroll
Calendar
year
Cost
rate
Income
rate
Annual
balance
Cost
rate
Income
rate
Annual
balance
202414.7113.03-1.68
188
0.000.000.00
202514.9912.89-2.10
171
-0.010.000.01
202615.1813.07-2.10
152
-0.03-0.000.03
202715.3213.11-2.21
135
-0.04-0.000.04
202815.3613.13-2.23
118
-0.06-0.000.06
202915.3913.16-2.23
102
-0.08-0.000.07
203015.4413.18-2.26
86
-0.09-0.000.09
203115.4713.20-2.27
71
-0.11-0.000.11
203215.4813.22-2.26
56
-0.13-0.000.12
203315.4913.26-2.23
41
-0.17-0.000.17
203415.5513.27-2.28
27
-0.22-0.010.22
203515.6013.28-2.33
13
-0.28-0.010.27
203615.6313.28-2.35

-0.36-0.010.34
203715.6613.29-2.37

-0.43-0.020.41
203815.6813.29-2.38

-0.50-0.020.48
203915.6813.30-2.39

-0.57-0.020.55
204015.6913.30-2.39

-0.63-0.030.61
204115.6813.30-2.38

-0.70-0.030.67
204215.6713.30-2.37

-0.76-0.030.73
204315.6613.30-2.35

-0.82-0.040.79
204415.6313.30-2.33

-0.89-0.040.85
204515.6013.30-2.30

-0.95-0.040.90
204615.5813.30-2.28

-1.01-0.050.96
204715.5613.30-2.26

-1.06-0.051.02
204815.5413.30-2.24

-1.12-0.051.07
204915.5313.30-2.23

-1.18-0.061.12
205015.5313.30-2.22

-1.23-0.061.17
205115.5313.31-2.22

-1.28-0.061.22
205215.5313.31-2.23

-1.33-0.071.27
205315.5513.31-2.24

-1.39-0.071.32
205415.5613.31-2.25

-1.44-0.071.37
205515.5913.32-2.27

-1.49-0.071.42
205615.6113.32-2.29

-1.55-0.081.47
205715.6513.32-2.32

-1.60-0.081.52
205815.6913.33-2.36

-1.64-0.081.56
205915.7313.33-2.40

-1.69-0.091.60
206015.7813.34-2.44

-1.73-0.091.64
206115.8213.34-2.48

-1.76-0.091.67
206215.8613.34-2.51

-1.80-0.091.71
206315.8913.35-2.55

-1.83-0.101.73
206415.9313.35-2.58

-1.86-0.101.76
206515.9713.35-2.61

-1.89-0.101.79
206616.0113.36-2.66

-1.90-0.101.80
206716.0613.36-2.69

-1.92-0.101.82
206816.1013.37-2.73

-1.95-0.101.85
206916.1413.37-2.77

-1.97-0.101.87
207016.1813.37-2.81

-2.00-0.111.90
207116.2113.38-2.84

-2.04-0.111.93
207216.2513.38-2.87

-2.07-0.111.96
207316.2813.38-2.90

-2.10-0.111.99
207416.3113.39-2.92

-2.12-0.112.01
207516.3413.39-2.95

-2.14-0.112.03
207616.3613.39-2.97

-2.17-0.112.05
207716.3813.39-2.98

-2.18-0.122.07
207816.3813.40-2.99

-2.20-0.122.08
207916.3813.40-2.98

-2.22-0.122.10
208016.3613.40-2.97

-2.23-0.122.11
208116.3313.39-2.94

-2.25-0.122.13
208216.3013.39-2.91

-2.27-0.122.15
208316.2713.39-2.87

-2.28-0.122.16
208416.2213.39-2.83

-2.29-0.122.17
208516.1713.39-2.79

-2.30-0.122.17
208616.1113.38-2.73

-2.31-0.122.19
208716.0413.38-2.66

-2.32-0.132.20
208815.9713.37-2.60

-2.33-0.132.20
208915.9113.37-2.54

-2.33-0.132.21
209015.8413.37-2.48

-2.35-0.132.22
209115.7813.36-2.42

-2.36-0.132.23
209215.7213.36-2.36

-2.38-0.132.26
209315.6613.36-2.31

-2.42-0.132.29
209415.6013.35-2.25

-2.46-0.132.33
209515.5513.35-2.20

-2.51-0.132.38
209615.4813.35-2.14

-2.59-0.142.46
209715.4413.35-2.10

-2.65-0.142.51
209815.4213.35-2.08

-2.70-0.142.56
209915.4313.35-2.08

-2.73-0.142.59

Summarized Estimates

Proposal Change from Current Law
Years Cost
rate
Income
rate
Actuarial
balance
Year of reserve
depletion
1
Cost
rate
Income
rate
Actuarial
balance
2024-2098 15.90% 13.73% -2.17% 2035 -1.39% -0.07% 1.32%

1 Under current law, the year of Trust Fund reserve depletion is 2035.
Based on Intermediate Assumptions of the 2024 Trustees Report.