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
202515.1212.90-2.22
169
0.110.00-0.11
202615.3213.08-2.24
150
0.120.01-0.11
202715.4813.11-2.37
132
0.120.01-0.11
202815.5413.14-2.40
114
0.120.01-0.12
202915.6013.17-2.43
97
0.130.01-0.12
203015.6613.19-2.47
80
0.130.01-0.13
203115.7113.21-2.50
64
0.140.01-0.13
203215.7413.23-2.52
47
0.140.01-0.13
203315.8113.27-2.53
31
0.150.01-0.14
203415.9213.29-2.64
16
0.150.01-0.14
203516.0413.30-2.74

0.150.01-0.14
203616.1413.30-2.84

0.160.01-0.15
203716.2513.31-2.94

0.160.01-0.15
203816.3413.32-3.02

0.160.01-0.15
203916.4213.33-3.09

0.170.01-0.16
204016.4913.33-3.15

0.170.01-0.16
204116.5613.34-3.22

0.170.01-0.16
204216.6113.34-3.26

0.170.01-0.16
204316.6613.35-3.31

0.180.01-0.17
204416.7013.35-3.34

0.180.01-0.17
204516.7313.36-3.38

0.180.01-0.17
204616.7713.36-3.41

0.180.01-0.17
204716.8113.36-3.45

0.180.01-0.17
204816.8513.37-3.48

0.190.01-0.17
204916.8913.37-3.52

0.190.01-0.17
205016.9513.38-3.57

0.190.01-0.18
205117.0013.38-3.62

0.190.01-0.18
205217.0613.38-3.67

0.190.01-0.18
205317.1213.39-3.73

0.190.01-0.18
205417.1913.40-3.79

0.190.01-0.18
205517.2713.40-3.87

0.190.01-0.18
205617.3513.41-3.94

0.190.01-0.18
205717.4313.42-4.02

0.190.01-0.18
205817.5213.42-4.10

0.190.01-0.18
205917.6113.43-4.18

0.190.01-0.18
206017.6913.44-4.26

0.190.01-0.18
206117.7813.44-4.33

0.190.01-0.18
206217.8513.45-4.40

0.190.01-0.18
206317.9213.46-4.47

0.200.01-0.18
206417.9913.46-4.53

0.200.01-0.19
206518.0613.47-4.59

0.200.01-0.19
206618.1213.47-4.65

0.210.01-0.19
206718.1913.48-4.71

0.210.01-0.19
206818.2613.48-4.78

0.210.01-0.20
206918.3313.49-4.84

0.210.01-0.20
207018.4013.49-4.91

0.220.01-0.20
207118.4713.50-4.97

0.220.01-0.21
207218.5413.50-5.03

0.220.01-0.21
207318.6013.51-5.09

0.230.01-0.21
207418.6613.51-5.15

0.230.01-0.21
207518.7213.52-5.20

0.230.01-0.22
207618.7613.52-5.24

0.230.01-0.22
207718.8013.53-5.27

0.240.01-0.22
207818.8213.53-5.29

0.240.02-0.22
207918.8313.53-5.31

0.240.02-0.22
208018.8413.53-5.31

0.240.02-0.23
208118.8313.53-5.30

0.240.02-0.23
208218.8113.53-5.28

0.240.02-0.23
208318.7913.53-5.26

0.240.02-0.23
208418.7613.53-5.23

0.240.02-0.23
208518.7213.52-5.19

0.250.02-0.23
208618.6713.52-5.14

0.250.02-0.23
208718.6113.52-5.09

0.250.02-0.23
208818.5513.51-5.04

0.250.02-0.23
208918.4913.51-4.98

0.250.02-0.23
209018.4413.51-4.93

0.250.02-0.23
209118.3913.50-4.89

0.250.02-0.24
209218.3613.50-4.86

0.250.02-0.24
209318.3313.50-4.83

0.250.02-0.24
209418.3213.50-4.82

0.250.02-0.24
209518.3213.50-4.82

0.250.02-0.24
209618.3313.50-4.83

0.250.02-0.24
209718.3513.50-4.85

0.250.02-0.24
209818.3813.50-4.87

0.250.02-0.24
209918.4113.51-4.91

0.250.02-0.24

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 17.49% 13.81% -3.68% 2034 0.19% 0.01% -0.18%

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