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
202514.9812.89-2.09
171
-0.02-0.000.02
202615.1513.07-2.08
153
-0.05-0.000.05
202715.2813.11-2.18
136
-0.08-0.000.07
202815.3113.13-2.18
119
-0.10-0.000.10
202915.3413.16-2.18
103
-0.13-0.000.13
203015.3713.18-2.19
88
-0.16-0.000.16
203115.3813.20-2.19
73
-0.19-0.000.19
203215.3813.21-2.17
58
-0.22-0.010.21
203315.3713.26-2.12
44
-0.29-0.010.28
203415.4113.26-2.15
30
-0.36-0.010.35
203515.4513.27-2.18
17
-0.43-0.020.42
203615.4713.28-2.19
3
-0.52-0.020.50
203715.4913.28-2.21

-0.60-0.020.57
203815.5113.28-2.23

-0.67-0.030.64
203915.5313.29-2.24

-0.72-0.030.69
204015.5413.29-2.25

-0.78-0.030.74
204115.5613.29-2.27

-0.82-0.040.78
204215.5813.30-2.28

-0.86-0.040.82
204315.5813.30-2.28

-0.90-0.040.86
204415.5813.30-2.28

-0.94-0.040.89
204515.5813.30-2.28

-0.97-0.050.93
204615.5813.30-2.28

-1.01-0.050.96
204715.5813.30-2.28

-1.05-0.051.00
204815.5813.30-2.28

-1.08-0.051.03
204915.5913.30-2.29

-1.12-0.051.06
205015.6113.31-2.30

-1.15-0.061.09
205115.6313.31-2.32

-1.18-0.061.12
205215.6613.31-2.34

-1.21-0.061.15
205315.6913.32-2.37

-1.24-0.061.18
205415.7313.32-2.41

-1.27-0.061.21
205515.7813.32-2.46

-1.30-0.071.23
205615.8413.33-2.51

-1.32-0.071.25
205715.9013.33-2.56

-1.34-0.071.28
205815.9713.34-2.63

-1.36-0.071.29
205916.0413.35-2.69

-1.38-0.071.31
206016.1113.35-2.76

-1.39-0.071.32
206116.1913.36-2.83

-1.40-0.071.32
206216.2513.36-2.89

-1.40-0.071.33
206316.3113.37-2.95

-1.41-0.071.34
206416.3713.37-3.00

-1.42-0.081.34
206516.4313.38-3.05

-1.42-0.081.35
206616.4913.38-3.11

-1.43-0.081.35
206716.5513.39-3.16

-1.43-0.081.35
206816.6113.39-3.22

-1.44-0.081.36
206916.6713.40-3.27

-1.44-0.081.37
207016.7313.40-3.33

-1.45-0.081.37
207116.7913.41-3.39

-1.46-0.081.38
207216.8513.41-3.44

-1.46-0.081.38
207316.9113.42-3.49

-1.47-0.081.39
207416.9613.42-3.54

-1.47-0.081.39
207517.0113.42-3.59

-1.47-0.081.39
207617.0513.43-3.62

-1.48-0.081.40
207717.0913.43-3.65

-1.48-0.081.40
207817.1113.43-3.68

-1.47-0.081.39
207917.1213.43-3.69

-1.47-0.081.39
208017.1313.43-3.69

-1.47-0.081.39
208117.1213.43-3.69

-1.47-0.081.39
208217.1113.43-3.68

-1.46-0.081.38
208317.0913.43-3.66

-1.46-0.081.38
208417.0713.43-3.63

-1.45-0.081.37
208517.0313.43-3.60

-1.44-0.081.36
208616.9913.43-3.57

-1.43-0.081.35
208716.9513.42-3.52

-1.42-0.081.34
208816.8913.42-3.47

-1.41-0.081.33
208916.8413.42-3.42

-1.41-0.081.33
209016.7913.41-3.37

-1.40-0.081.33
209116.7413.41-3.33

-1.40-0.081.32
209216.7113.41-3.30

-1.40-0.081.32
209316.6813.41-3.27

-1.40-0.081.33
209416.6613.41-3.25

-1.41-0.081.33
209516.6513.41-3.25

-1.41-0.081.34
209616.6513.41-3.25

-1.42-0.081.35
209716.6613.41-3.26

-1.43-0.081.35
209816.6913.41-3.28

-1.44-0.081.36
209916.7213.41-3.31

-1.44-0.081.36

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 16.24% 13.75% -2.49% 2036 -1.06% -0.05% 1.01%

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