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
0.010.00-0.01
202715.3813.11-2.27
134
0.020.00-0.02
202815.4413.13-2.31
117
0.020.00-0.02
202915.5013.16-2.34
100
0.030.00-0.03
203015.5713.18-2.39
84
0.040.00-0.04
203115.6213.20-2.42
67
0.050.00-0.05
203215.6613.22-2.44
52
0.060.00-0.06
203315.7313.27-2.46
36
0.070.00-0.06
203415.8513.28-2.57
20
0.080.00-0.07
203515.9713.29-2.68
5
0.090.00-0.08
203616.0913.30-2.79

0.100.01-0.09
203716.2013.31-2.89

0.110.01-0.10
203816.2913.32-2.98

0.120.01-0.11
203916.3813.33-3.05

0.130.01-0.12
204016.4613.33-3.12

0.140.01-0.13
204116.5313.34-3.19

0.150.01-0.14
204216.5913.34-3.25

0.150.01-0.15
204316.6413.35-3.30

0.160.01-0.15
204416.6913.35-3.34

0.170.01-0.16
204516.7313.35-3.38

0.180.01-0.17
204616.7813.36-3.42

0.190.01-0.18
204716.8213.36-3.46

0.200.01-0.19
204816.8713.37-3.50

0.210.01-0.19
204916.9213.37-3.55

0.220.01-0.20
205016.9813.38-3.61

0.220.01-0.21
205117.0413.38-3.66

0.230.01-0.22
205217.1113.39-3.72

0.240.01-0.23
205317.1813.39-3.79

0.250.01-0.23
205417.2513.40-3.86

0.250.01-0.24
205517.3413.41-3.93

0.260.02-0.24
205617.4213.41-4.01

0.270.02-0.25
205717.5113.42-4.09

0.270.02-0.25
205817.6113.43-4.18

0.280.02-0.26
205917.7013.43-4.26

0.280.02-0.26
206017.7913.44-4.35

0.280.02-0.27
206117.8713.45-4.42

0.290.02-0.27
206217.9513.45-4.49

0.290.02-0.27
206318.0213.46-4.56

0.300.02-0.28
206418.0913.47-4.62

0.300.02-0.28
206518.1513.47-4.68

0.300.02-0.28
206618.2213.48-4.74

0.300.02-0.28
206718.2913.48-4.80

0.310.02-0.29
206818.3513.49-4.87

0.310.02-0.29
206918.4213.49-4.93

0.310.02-0.29
207018.5013.50-5.00

0.310.02-0.29
207118.5613.50-5.06

0.310.02-0.29
207218.6313.51-5.12

0.310.02-0.30
207318.6913.51-5.18

0.320.02-0.30
207418.7513.52-5.23

0.320.02-0.30
207518.8013.52-5.28

0.320.02-0.30
207618.8513.53-5.32

0.320.02-0.30
207718.8813.53-5.35

0.320.02-0.30
207818.9013.53-5.37

0.320.02-0.30
207918.9113.53-5.38

0.320.02-0.30
208018.9213.53-5.38

0.320.02-0.30
208118.9113.53-5.37

0.320.02-0.30
208218.8913.53-5.36

0.320.02-0.30
208318.8613.53-5.33

0.320.02-0.30
208418.8313.53-5.30

0.320.02-0.30
208518.7913.53-5.26

0.320.02-0.30
208618.7313.53-5.21

0.310.02-0.30
208718.6813.52-5.15

0.310.02-0.29
208818.6213.52-5.10

0.310.02-0.29
208918.5613.51-5.04

0.310.02-0.29
209018.5013.51-4.99

0.310.02-0.29
209118.4513.51-4.94

0.310.02-0.29
209218.4113.50-4.91

0.310.02-0.29
209318.3913.50-4.89

0.310.02-0.29
209418.3813.50-4.87

0.310.02-0.29
209518.3713.50-4.87

0.310.02-0.29
209618.3813.50-4.88

0.310.02-0.29
209718.4013.50-4.90

0.310.02-0.29
209818.4313.51-4.92

0.310.02-0.29
209918.4713.51-4.96

0.310.02-0.29

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 17.52% 13.81% -3.70% 2035 0.22% 0.01% -0.21%

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