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
202515.0112.89-2.11
171
0.000.00-0.00
202615.2113.07-2.14
152
0.000.00-0.00
202715.3713.11-2.26
134
0.010.00-0.01
202815.4313.13-2.30
117
0.010.00-0.01
202915.4913.16-2.32
100
0.020.00-0.02
203015.5513.18-2.37
84
0.020.00-0.02
203115.6013.20-2.40
68
0.030.00-0.03
203215.6413.22-2.41
52
0.030.00-0.03
203315.7013.27-2.43
37
0.040.00-0.04
203415.8213.28-2.54
21
0.050.00-0.04
203515.9413.29-2.65
6
0.050.00-0.05
203616.0513.30-2.75

0.060.00-0.05
203716.1613.31-2.85

0.060.00-0.06
203816.2513.32-2.93

0.070.00-0.07
203916.3313.32-3.00

0.080.00-0.07
204016.4013.33-3.07

0.080.00-0.08
204116.4713.33-3.14

0.090.00-0.08
204216.5313.34-3.19

0.090.01-0.09
204316.5813.34-3.24

0.100.01-0.09
204416.6213.35-3.28

0.110.01-0.10
204516.6613.35-3.31

0.110.01-0.11
204616.7013.35-3.35

0.120.01-0.11
204716.7513.36-3.39

0.120.01-0.12
204816.7913.36-3.43

0.130.01-0.12
204916.8413.37-3.48

0.140.01-0.13
205016.9013.37-3.53

0.140.01-0.13
205116.9613.38-3.58

0.150.01-0.14
205217.0213.38-3.64

0.150.01-0.14
205317.0913.39-3.70

0.160.01-0.15
205417.1613.39-3.77

0.160.01-0.15
205517.2413.40-3.84

0.170.01-0.16
205617.3313.41-3.92

0.170.01-0.16
205717.4213.41-4.00

0.180.01-0.16
205817.5113.42-4.09

0.180.01-0.17
205917.6013.43-4.17

0.180.01-0.17
206017.6913.44-4.25

0.190.01-0.17
206117.7713.44-4.33

0.190.01-0.18
206217.8513.45-4.40

0.190.01-0.18
206317.9213.45-4.46

0.190.01-0.18
206417.9913.46-4.53

0.200.01-0.18
206518.0513.47-4.59

0.200.01-0.19
206618.1213.47-4.65

0.200.01-0.19
206718.1813.48-4.71

0.200.01-0.19
206818.2513.48-4.77

0.200.01-0.19
206918.3213.49-4.83

0.210.01-0.19
207018.3913.49-4.90

0.210.01-0.19
207118.4613.50-4.96

0.210.01-0.20
207218.5213.50-5.02

0.210.01-0.20
207318.5813.51-5.08

0.210.01-0.20
207418.6413.51-5.13

0.210.01-0.20
207518.7013.52-5.18

0.210.01-0.20
207618.7413.52-5.22

0.210.01-0.20
207718.7713.52-5.25

0.210.01-0.20
207818.8013.53-5.27

0.210.01-0.20
207918.8113.53-5.28

0.210.01-0.20
208018.8113.53-5.28

0.210.01-0.20
208118.8013.53-5.27

0.210.01-0.20
208218.7813.53-5.26

0.210.01-0.20
208318.7613.53-5.23

0.210.01-0.20
208418.7213.52-5.20

0.210.01-0.20
208518.6813.52-5.16

0.210.01-0.20
208618.6313.52-5.11

0.210.01-0.20
208718.5713.52-5.05

0.210.01-0.19
208818.5113.51-5.00

0.210.01-0.19
208918.4513.51-4.94

0.210.01-0.19
209018.3913.50-4.89

0.200.01-0.19
209118.3513.50-4.84

0.200.01-0.19
209218.3113.50-4.81

0.200.01-0.19
209318.2813.50-4.79

0.200.01-0.19
209418.2713.50-4.77

0.200.01-0.19
209518.2713.50-4.77

0.200.01-0.19
209618.2813.50-4.78

0.200.01-0.19
209718.3013.50-4.80

0.200.01-0.19
209818.3313.50-4.83

0.200.01-0.19
209918.3613.50-4.86

0.200.01-0.19

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 17.44% 13.81% -3.63% 2035 0.14% 0.01% -0.13%

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