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
203015.5413.18-2.36
84
0.020.00-0.01
203115.6013.20-2.39
68
0.020.00-0.02
203215.6313.22-2.40
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
0.040.00-0.03
203616.0313.30-2.73

0.040.00-0.04
203716.1413.31-2.83

0.040.00-0.04
203816.2313.31-2.91

0.050.00-0.05
203916.3013.32-2.98

0.050.00-0.05
204016.3813.33-3.05

0.060.00-0.05
204116.4413.33-3.11

0.060.00-0.06
204216.5013.34-3.16

0.070.00-0.06
204316.5513.34-3.21

0.070.00-0.07
204416.5913.35-3.25

0.070.00-0.07
204516.6313.35-3.28

0.080.00-0.07
204616.6713.35-3.32

0.080.00-0.08
204716.7113.36-3.35

0.090.01-0.08
204816.7513.36-3.39

0.090.01-0.09
204916.8013.36-3.44

0.090.01-0.09
205016.8613.37-3.49

0.100.01-0.09
205116.9113.37-3.54

0.100.01-0.10
205216.9813.38-3.60

0.110.01-0.10
205317.0413.38-3.66

0.110.01-0.10
205417.1213.39-3.72

0.110.01-0.11
205517.1913.40-3.80

0.120.01-0.11
205617.2813.40-3.87

0.120.01-0.11
205717.3713.41-3.96

0.120.01-0.12
205817.4613.42-4.04

0.130.01-0.12
205917.5513.43-4.12

0.130.01-0.12
206017.6313.43-4.20

0.130.01-0.12
206117.7213.44-4.28

0.130.01-0.12
206217.7913.45-4.34

0.130.01-0.13
206317.8613.45-4.41

0.140.01-0.13
206417.9313.46-4.47

0.140.01-0.13
206517.9913.46-4.53

0.140.01-0.13
206618.0613.47-4.59

0.140.01-0.13
206718.1213.47-4.65

0.140.01-0.13
206818.1913.48-4.71

0.140.01-0.13
206918.2613.48-4.77

0.140.01-0.13
207018.3313.49-4.84

0.140.01-0.14
207118.4013.49-4.90

0.150.01-0.14
207218.4613.50-4.96

0.150.01-0.14
207318.5213.50-5.02

0.150.01-0.14
207418.5813.51-5.07

0.150.01-0.14
207518.6313.51-5.12

0.150.01-0.14
207618.6713.52-5.16

0.150.01-0.14
207718.7113.52-5.19

0.150.01-0.14
207818.7313.52-5.21

0.150.01-0.14
207918.7413.52-5.22

0.150.01-0.14
208018.7413.52-5.22

0.150.01-0.14
208118.7413.52-5.21

0.150.01-0.14
208218.7213.52-5.20

0.150.01-0.14
208318.6913.52-5.17

0.150.01-0.14
208418.6613.52-5.14

0.150.01-0.14
208518.6213.52-5.10

0.150.01-0.14
208618.5713.52-5.05

0.150.01-0.14
208718.5113.51-5.00

0.150.01-0.14
208818.4513.51-4.94

0.150.01-0.14
208918.3913.50-4.89

0.140.01-0.14
209018.3313.50-4.83

0.140.01-0.14
209118.2913.50-4.79

0.140.01-0.13
209218.2513.49-4.75

0.140.01-0.13
209318.2213.49-4.73

0.140.01-0.13
209418.2113.49-4.72

0.140.01-0.13
209518.2113.49-4.72

0.140.01-0.13
209618.2213.49-4.73

0.140.01-0.13
209718.2413.49-4.74

0.140.01-0.13
209818.2713.50-4.77

0.140.01-0.13
209918.3013.50-4.80

0.140.01-0.13

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 17.40% 13.81% -3.59% 2035 0.10% 0.01% -0.09%

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