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
202515.0012.89-2.11
171
0.000.000.00
202615.2013.07-2.13
152
0.000.000.00
202715.6813.12-2.56
132
0.320.02-0.30
202815.7113.15-2.56
113
0.290.02-0.28
202915.7313.18-2.56
95
0.270.01-0.25
203015.7713.19-2.57
78
0.240.01-0.22
203115.7913.21-2.57
61
0.210.01-0.20
203215.7913.23-2.56
45
0.190.01-0.18
203315.8413.28-2.56
29
0.180.01-0.17
203415.9413.29-2.65
13
0.170.01-0.16
203516.0313.30-2.74

0.150.01-0.14
203616.1213.30-2.81

0.130.01-0.12
203716.2013.31-2.89

0.110.01-0.10
203816.2613.32-2.94

0.080.01-0.08
203916.3213.32-3.00

0.070.00-0.06
204016.3813.33-3.05

0.060.00-0.05
204116.4313.33-3.10

0.050.00-0.04
204216.4713.34-3.14

0.040.00-0.04
204316.5113.34-3.17

0.030.00-0.03
204416.5413.34-3.20

0.020.00-0.02
204516.5613.35-3.22

0.010.00-0.01
204616.5913.35-3.24

0.000.00-0.00
204716.6213.35-3.27

-0.01-0.000.01
204816.6513.35-3.29

-0.02-0.000.02
204916.6813.36-3.32

-0.03-0.000.03
205016.7213.36-3.36

-0.03-0.000.03
205116.7713.37-3.40

-0.04-0.000.04
205216.8213.37-3.45

-0.05-0.000.04
205316.8813.38-3.51

-0.05-0.000.05
205416.9513.38-3.56

-0.06-0.000.05
205517.0213.39-3.63

-0.06-0.000.06
205617.0913.39-3.70

-0.07-0.000.06
205717.1713.40-3.77

-0.08-0.000.07
205817.2513.41-3.84

-0.09-0.010.08
205917.3213.41-3.91

-0.09-0.010.09
206017.4013.42-3.99

-0.10-0.010.09
206117.4813.42-4.06

-0.10-0.010.10
206217.5513.43-4.12

-0.10-0.010.10
206317.6213.44-4.18

-0.11-0.010.10
206417.6813.44-4.24

-0.11-0.010.10
206517.7413.45-4.30

-0.11-0.010.10
206617.8113.45-4.35

-0.11-0.010.10
206717.8713.46-4.41

-0.11-0.010.11
206817.9313.46-4.47

-0.11-0.010.11
206918.0013.47-4.53

-0.12-0.010.11
207018.0713.47-4.60

-0.12-0.010.11
207118.1313.48-4.66

-0.12-0.010.11
207218.2013.48-4.71

-0.12-0.010.11
207318.2513.49-4.77

-0.12-0.010.11
207418.3113.49-4.81

-0.13-0.010.12
207518.3513.50-4.86

-0.13-0.010.12
207618.3913.50-4.89

-0.14-0.010.13
207718.4213.50-4.92

-0.14-0.010.13
207818.4513.50-4.94

-0.14-0.010.13
207918.4513.50-4.95

-0.14-0.010.13
208018.4513.51-4.95

-0.14-0.010.13
208118.4413.51-4.94

-0.15-0.010.14
208218.4213.50-4.92

-0.15-0.010.14
208318.3913.50-4.89

-0.16-0.010.15
208418.3513.50-4.85

-0.16-0.010.15
208518.3113.50-4.81

-0.16-0.010.15
208618.2613.50-4.76

-0.16-0.010.15
208718.2013.49-4.71

-0.16-0.010.15
208818.1513.49-4.66

-0.16-0.010.15
208918.0913.49-4.61

-0.15-0.010.14
209018.0413.48-4.56

-0.15-0.010.14
209118.0013.48-4.52

-0.14-0.010.14
209217.9613.48-4.49

-0.14-0.010.13
209317.9413.48-4.47

-0.14-0.010.13
209417.9313.47-4.46

-0.14-0.010.13
209517.9313.47-4.46

-0.13-0.010.13
209617.9413.48-4.47

-0.13-0.010.12
209717.9613.48-4.48

-0.13-0.010.12
209817.9913.48-4.51

-0.13-0.010.12
209918.0213.48-4.54

-0.13-0.010.13

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 17.27% 13.80% -3.47% 2034 -0.03% -0.00% 0.03%

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