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
202815.4513.13-2.31
117
0.030.00-0.03
202915.5113.16-2.35
100
0.040.00-0.04
203015.5813.18-2.40
83
0.050.00-0.05
203115.6413.20-2.44
67
0.060.00-0.06
203215.6813.22-2.45
51
0.070.00-0.07
203315.7513.27-2.48
35
0.090.00-0.08
203415.8713.28-2.59
20
0.100.00-0.10
203516.0013.29-2.71
4
0.110.00-0.11
203616.1113.30-2.81

0.120.01-0.12
203716.2313.31-2.92

0.140.01-0.13
203816.3213.32-3.01

0.150.01-0.14
203916.4113.33-3.08

0.160.01-0.15
204016.4913.33-3.16

0.170.01-0.16
204116.5613.34-3.22

0.180.01-0.17
204216.6213.34-3.28

0.190.01-0.18
204316.6813.35-3.33

0.200.01-0.19
204416.7313.35-3.37

0.210.01-0.20
204516.7713.35-3.41

0.220.01-0.21
204616.8113.36-3.45

0.220.01-0.21
204716.8613.36-3.49

0.230.01-0.22
204816.9113.37-3.54

0.240.01-0.23
204916.9613.37-3.59

0.250.01-0.24
205017.0213.38-3.64

0.260.01-0.24
205117.0713.38-3.69

0.260.01-0.25
205217.1413.39-3.75

0.270.01-0.26
205317.2113.39-3.82

0.280.01-0.26
205417.2813.40-3.89

0.280.01-0.27
205517.3713.40-3.96

0.290.01-0.27
205617.4513.41-4.04

0.290.02-0.28
205717.5413.42-4.12

0.300.02-0.28
205817.6313.43-4.21

0.300.02-0.29
205917.7213.43-4.29

0.310.02-0.29
206017.8113.44-4.37

0.310.02-0.29
206117.9013.45-4.45

0.310.02-0.30
206217.9713.45-4.52

0.320.02-0.30
206318.0413.46-4.58

0.320.02-0.30
206418.1113.47-4.65

0.320.02-0.30
206518.1813.47-4.71

0.320.02-0.31
206618.2413.48-4.77

0.330.02-0.31
206718.3113.48-4.83

0.330.02-0.31
206818.3813.49-4.89

0.330.02-0.31
206918.4513.49-4.95

0.330.02-0.31
207018.5213.50-5.02

0.330.02-0.32
207118.5913.50-5.08

0.340.02-0.32
207218.6513.51-5.14

0.340.02-0.32
207318.7113.51-5.20

0.340.02-0.32
207418.7713.52-5.25

0.340.02-0.32
207518.8313.52-5.30

0.340.02-0.32
207618.8713.53-5.34

0.340.02-0.32
207718.9013.53-5.37

0.340.02-0.32
207818.9313.53-5.40

0.340.02-0.33
207918.9413.53-5.41

0.340.02-0.33
208018.9413.53-5.41

0.340.02-0.33
208118.9313.53-5.40

0.340.02-0.33
208218.9213.53-5.38

0.340.02-0.33
208318.8913.53-5.36

0.340.02-0.33
208418.8613.53-5.33

0.340.02-0.33
208518.8113.53-5.29

0.340.02-0.32
208618.7613.53-5.24

0.340.02-0.32
208718.7113.52-5.18

0.340.02-0.32
208818.6413.52-5.13

0.340.02-0.32
208918.5913.51-5.07

0.340.02-0.32
209018.5313.51-5.02

0.340.02-0.32
209118.4813.51-4.97

0.340.02-0.32
209218.4413.50-4.94

0.340.02-0.32
209318.4213.50-4.92

0.340.02-0.32
209418.4113.50-4.90

0.340.02-0.32
209518.4113.50-4.90

0.340.02-0.32
209618.4113.50-4.91

0.340.02-0.32
209718.4313.50-4.93

0.340.02-0.32
209818.4613.51-4.96

0.340.02-0.32
209918.5013.51-4.99

0.340.02-0.32

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 17.54% 13.81% -3.73% 2035 0.25% 0.01% -0.23%

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