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
202615.2113.07-2.13
152
0.000.00-0.00
202715.3713.11-2.26
134
0.010.00-0.01
202815.4313.13-2.29
117
0.010.00-0.01
202915.4813.16-2.32
100
0.010.00-0.01
203015.5513.18-2.37
84
0.020.00-0.02
203115.6013.20-2.39
68
0.020.00-0.02
203215.6313.22-2.41
52
0.020.00-0.02
203315.6913.27-2.42
37
0.030.00-0.03
203415.8013.28-2.53
22
0.030.00-0.03
203515.9213.29-2.63
6
0.030.00-0.03
203616.0313.30-2.73

0.040.00-0.04
203716.1313.31-2.83

0.040.00-0.04
203816.2213.31-2.91

0.040.00-0.04
203916.3013.32-2.98

0.050.00-0.05
204016.3713.33-3.04

0.050.00-0.05
204116.4413.33-3.10

0.050.00-0.05
204216.4913.34-3.15

0.060.00-0.05
204316.5413.34-3.20

0.060.00-0.06
204416.5813.34-3.24

0.060.00-0.06
204516.6213.35-3.27

0.060.00-0.06
204616.6513.35-3.30

0.070.00-0.06
204716.6913.35-3.34

0.070.00-0.07
204816.7413.36-3.38

0.070.00-0.07
204916.7813.36-3.42

0.070.00-0.07
205016.8413.37-3.47

0.080.00-0.07
205116.8913.37-3.52

0.080.00-0.08
205216.9513.38-3.58

0.080.00-0.08
205317.0213.38-3.64

0.080.00-0.08
205417.0913.39-3.70

0.090.00-0.08
205517.1713.39-3.77

0.090.00-0.09
205617.2513.40-3.85

0.090.00-0.09
205717.3413.41-3.93

0.090.00-0.09
205817.4313.41-4.01

0.090.00-0.09
205917.5113.42-4.09

0.100.00-0.09
206017.6013.43-4.17

0.100.00-0.09
206117.6813.44-4.25

0.100.00-0.09
206217.7613.44-4.31

0.100.00-0.10
206317.8313.45-4.38

0.100.00-0.10
206417.8913.45-4.44

0.100.00-0.10
206517.9613.46-4.50

0.100.00-0.10
206618.0213.46-4.56

0.100.00-0.10
206718.0913.47-4.62

0.110.00-0.10
206818.1513.47-4.68

0.110.00-0.10
206918.2213.48-4.74

0.110.00-0.10
207018.2913.48-4.81

0.110.00-0.10
207118.3613.49-4.87

0.110.00-0.10
207218.4213.49-4.93

0.110.00-0.10
207318.4913.50-4.99

0.110.00-0.11
207418.5413.50-5.04

0.110.01-0.11
207518.6013.51-5.09

0.110.01-0.11
207618.6413.51-5.13

0.110.01-0.11
207718.6713.52-5.16

0.110.01-0.11
207818.7013.52-5.18

0.110.01-0.11
207918.7113.52-5.19

0.110.01-0.11
208018.7113.52-5.19

0.110.01-0.11
208118.7013.52-5.18

0.110.01-0.11
208218.6813.52-5.16

0.110.01-0.11
208318.6613.52-5.14

0.110.01-0.11
208418.6313.52-5.11

0.110.01-0.11
208518.5813.51-5.07

0.110.01-0.11
208618.5313.51-5.02

0.110.01-0.11
208718.4813.51-4.97

0.110.01-0.11
208818.4213.50-4.91

0.110.01-0.11
208918.3613.50-4.86

0.110.01-0.11
209018.3013.50-4.81

0.110.01-0.11
209118.2513.49-4.76

0.110.01-0.11
209218.2213.49-4.73

0.110.01-0.11
209318.1913.49-4.70

0.110.01-0.11
209418.1813.49-4.69

0.110.01-0.11
209518.1813.49-4.69

0.110.01-0.11
209618.1913.49-4.70

0.110.01-0.11
209718.2113.49-4.72

0.110.01-0.11
209818.2413.49-4.74

0.110.01-0.11
209918.2713.50-4.78

0.110.01-0.11

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 17.38% 13.80% -3.57% 2035 0.08% 0.00% -0.07%

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