The following tables present the plot points for Figure IV.B1--OASI and DI Trust Fund income rates and cost rates (as a percentage of taxable payroll) on a calendar year basis for the historical period (1990-2022) and the long-range projection period (2023-2100). In the projection period, cost rates are shown under all three sets of assumptions. Only alternative II income rates are shown because of the small difference among the three alternatives.

2023 OASDI Trustees Report

The following tables present the plot points for Figure IV.B1--OASI and DI Trust Fund income rates and cost rates (as a percentage of taxable payroll) on a calendar year basis for the historical period (1990-2022) and the long-range projection period (2023-2100). In the projection period, cost rates are shown under all three sets of assumptions. Only alternative II income rates are shown because of the small difference among the three alternatives.

Historical rates

Calendar
year

OASI

DI

Income rates

Cost rates

Income rates

Cost rates

1990

11.47%

9.65%

1.18%

1.09%

1991

11.51%

10.15%

1.21%

1.18%

1992

11.34%

10.28%

1.20%

1.27%

1993

11.24%

10.37%

1.19%

1.35%

1994

10.73%

10.22%

1.86%

1.40%

1995

10.65%

10.23%

1.87%

1.44%

1996

10.71%

10.06%

1.88%

1.48%

1997

10.91%

9.84%

1.73%

1.44%

1998

10.82%

9.45%

1.69%

1.42%

1999

10.90%

9.10%

1.71%

1.42%

2000

10.85%

8.98%

1.78%

1.42%

2001

10.90%

9.08%

1.82%

1.48%

2002

11.06%

9.29%

1.85%

1.60%

2003

10.79%

9.35%

1.80%

1.68%

2004

10.73%

9.27%

1.79%

1.78%

2005

10.96%

9.31%

1.84%

1.85%

2006

10.96%

9.18%

1.83%

1.88%

2007

11.01%

9.44%

1.84%

1.88%

2008

10.90%

9.54%

1.83%

2.01%

2009

11.23%

10.74%

1.88%

2.31%

2010

10.75%

11.06%

1.79%

2.41%

2011

10.83%

11.04%

1.80%

2.42%

2012

11.05%

11.35%

1.81%

2.47%

2013

10.96%

11.53%

1.81%

2.43%

2014

10.95%

11.59%

1.81%

2.35%

2015

11.02%

11.64%

1.81%

2.27%

2016

10.70%

11.69%

2.39%

2.20%

2017

10.63%

11.56%

2.42%

2.09%

2018

10.27%

11.68%

2.32%

2.01%

2019

10.97%

11.90%

1.84%

1.93%

2020

11.60%

12.45%

1.91%

1.90%

2021

10.52%

12.05%

1.72%

1.71%

2022

10.95%

12.10%

1.79%

1.62%

Projected rates

Calendar
year

OASI
income
rates
(II)

OASI
cost rates

DI
income
rates
(II)

DI
cost rates

I

II

III

I

II

III

2023

11.42%

12.77%

12.93%

13.26%

1.86%

1.57%

1.60%

1.65%

2024

11.08%

12.75%

13.25%

13.88%

1.80%

1.52%

1.61%

1.73%

2025

11.16%

12.67%

13.41%

14.24%

1.82%

1.49%

1.64%

1.80%

2026

11.26%

12.64%

13.58%

14.45%

1.82%

1.46%

1.65%

1.85%

2027

11.28%

12.63%

13.73%

14.69%

1.82%

1.42%

1.65%

1.88%

2028

11.31%

12.66%

13.92%

15.04%

1.82%

1.36%

1.63%

1.90%

2029

11.34%

12.69%

14.11%

15.40%

1.82%

1.31%

1.61%

1.91%

2030

11.37%

12.70%

14.28%

15.76%

1.82%

1.27%

1.60%

1.93%

2031

11.39%

12.69%

14.42%

16.10%

1.82%

1.23%

1.59%

1.96%

2032

11.42%

12.69%

14.56%

16.44%

1.82%

1.21%

1.59%

1.99%

2033

11.43%

12.71%

14.67%

16.69%

1.82%

1.20%

1.60%

2.03%

2034

11.44%

12.71%

14.77%

16.92%

1.82%

1.20%

1.61%

2.08%

2035

11.45%

12.71%

14.85%

17.12%

1.82%

1.20%

1.63%

2.12%

2036

11.45%

12.69%

14.91%

17.31%

1.82%

1.20%

1.65%

2.16%

2037

11.46%

12.68%

14.97%

17.50%

1.82%

1.20%

1.66%

2.19%

2038

11.46%

12.66%

15.02%

17.66%

1.82%

1.20%

1.68%

2.22%

2039

11.47%

12.63%

15.05%

17.81%

1.82%

1.21%

1.70%

2.26%

2040

11.47%

12.58%

15.06%

17.93%

1.82%

1.22%

1.72%

2.31%

2041

11.47%

12.52%

15.05%

18.03%

1.83%

1.24%

1.75%

2.36%

2042

11.48%

12.46%

15.04%

18.12%

1.83%

1.25%

1.78%

2.40%

2043

11.48%

12.39%

15.02%

18.23%

1.83%

1.27%

1.81%

2.45%

2044

11.48%

12.33%

15.02%

18.35%

1.83%

1.28%

1.83%

2.49%

2045

11.48%

12.27%

15.01%

18.47%

1.83%

1.29%

1.85%

2.53%

2046

11.48%

12.22%

15.01%

18.59%

1.83%

1.30%

1.87%

2.57%

2047

11.48%

12.17%

15.02%

18.72%

1.83%

1.30%

1.89%

2.60%

2048

11.49%

12.14%

15.03%

18.85%

1.83%

1.31%

1.90%

2.63%

2049

11.49%

12.10%

15.04%

18.99%

1.83%

1.31%

1.91%

2.66%

2050

11.49%

12.08%

15.06%

19.12%

1.83%

1.32%

1.92%

2.69%

2051

11.49%

12.05%

15.08%

19.26%

1.83%

1.32%

1.93%

2.71%

2052

11.50%

12.04%

15.12%

19.41%

1.83%

1.32%

1.94%

2.74%

2053

11.50%

12.03%

15.16%

19.56%

1.83%

1.32%

1.95%

2.76%

2054

11.51%

12.04%

15.21%

19.72%

1.83%

1.32%

1.96%

2.78%

2055

11.51%

12.05%

15.27%

19.90%

1.83%

1.32%

1.96%

2.79%

2056

11.52%

12.08%

15.34%

20.08%

1.83%

1.32%

1.96%

2.80%

2057

11.52%

12.11%

15.42%

20.28%

1.83%

1.31%

1.95%

2.80%

2058

11.53%

12.15%

15.51%

20.48%

1.83%

1.30%

1.95%

2.80%

2059

11.54%

12.19%

15.60%

20.68%

1.83%

1.30%

1.94%

2.80%

2060

11.54%

12.22%

15.69%

20.88%

1.83%

1.29%

1.93%

2.79%

2061

11.55%

12.25%

15.76%

21.08%

1.83%

1.28%

1.93%

2.79%

2062

11.55%

12.27%

15.84%

21.26%

1.83%

1.28%

1.92%

2.79%

2063

11.56%

12.29%

15.91%

21.44%

1.83%

1.28%

1.92%

2.80%

2064

11.56%

12.30%

15.97%

21.62%

1.83%

1.27%

1.92%

2.80%

2065

11.57%

12.31%

16.03%

21.80%

1.83%

1.27%

1.91%

2.80%

2066

11.57%

12.32%

16.09%

21.98%

1.83%

1.27%

1.91%

2.80%

2067

11.58%

12.32%

16.15%

22.15%

1.83%

1.26%

1.91%

2.80%

2068

11.58%

12.33%

16.21%

22.33%

1.83%

1.26%

1.91%

2.80%

2069

11.59%

12.33%

16.27%

22.52%

1.83%

1.26%

1.91%

2.81%

2070

11.59%

12.33%

16.33%

22.71%

1.83%

1.26%

1.90%

2.81%

2071

11.59%

12.33%

16.38%

22.89%

1.83%

1.25%

1.90%

2.81%

2072

11.60%

12.32%

16.44%

23.08%

1.83%

1.25%

1.90%

2.81%

2073

11.60%

12.32%

16.49%

23.27%

1.83%

1.24%

1.89%

2.80%

2074

11.61%

12.31%

16.55%

23.47%

1.83%

1.24%

1.88%

2.79%

2075

11.61%

12.30%

16.59%

23.66%

1.83%

1.23%

1.87%

2.77%

2076

11.61%

12.27%

16.63%

23.83%

1.83%

1.22%

1.86%

2.76%

2077

11.61%

12.24%

16.65%

24.00%

1.83%

1.22%

1.86%

2.75%

2078

11.62%

12.19%

16.65%

24.14%

1.83%

1.22%

1.85%

2.74%

2079

11.62%

12.12%

16.64%

24.28%

1.83%

1.22%

1.85%

2.74%

2080

11.61%

12.05%

16.62%

24.39%

1.83%

1.22%

1.85%

2.73%

2081

11.61%

11.98%

16.59%

24.50%

1.83%

1.21%

1.85%

2.72%

2082

11.61%

11.89%

16.55%

24.60%

1.83%

1.21%

1.84%

2.71%

2083

11.61%

11.80%

16.50%

24.69%

1.83%

1.21%

1.84%

2.70%

2084

11.61%

11.71%

16.45%

24.76%

1.83%

1.22%

1.84%

2.70%

2085

11.60%

11.61%

16.38%

24.81%

1.83%

1.22%

1.85%

2.69%

2086

11.60%

11.51%

16.31%

24.85%

1.83%

1.23%

1.85%

2.69%

2087

11.59%

11.41%

16.23%

24.88%

1.83%

1.23%

1.86%

2.69%

2088

11.59%

11.31%

16.15%

24.89%

1.83%

1.24%

1.87%

2.68%

2089

11.58%

11.22%

16.07%

24.88%

1.83%

1.25%

1.88%

2.69%

2090

11.58%

11.15%

16.01%

24.87%

1.83%

1.26%

1.89%

2.69%

2091

11.58%

11.09%

15.94%

24.85%

1.83%

1.27%

1.90%

2.70%

2092

11.57%

11.05%

15.90%

24.83%

1.83%

1.27%

1.91%

2.71%

2093

11.57%

11.03%

15.86%

24.80%

1.83%

1.28%

1.91%

2.72%

2094

11.57%

11.02%

15.83%

24.78%

1.83%

1.28%

1.92%

2.73%

2095

11.57%

11.02%

15.82%

24.76%

1.83%

1.29%

1.92%

2.74%

2096

11.57%

11.03%

15.82%

24.74%

1.83%

1.29%

1.93%

2.75%

2097

11.57%

11.06%

15.82%

24.73%

1.83%

1.29%

1.93%

2.75%

2098

11.57%

11.09%

15.84%

24.72%

1.83%

1.29%

1.93%

2.76%

2099

11.57%

11.12%

15.86%

24.73%

1.84%

1.29%

1.94%

2.77%

2100

11.58%

11.17%

15.89%

24.74%

1.84%

1.29%

1.94%

2.77%

RETURN TO TRUSTEES REPORT.

Historical rates
Calendar year	OASI	DI
Income rates	Cost rates	Income rates	Cost rates
1990	11.47%	9.65%	1.18%	1.09%
1991	11.51%	10.15%	1.21%	1.18%
1992	11.34%	10.28%	1.20%	1.27%
1993	11.24%	10.37%	1.19%	1.35%
1994	10.73%	10.22%	1.86%	1.40%
1995	10.65%	10.23%	1.87%	1.44%
1996	10.71%	10.06%	1.88%	1.48%
1997	10.91%	9.84%	1.73%	1.44%
1998	10.82%	9.45%	1.69%	1.42%
1999	10.90%	9.10%	1.71%	1.42%
2000	10.85%	8.98%	1.78%	1.42%
2001	10.90%	9.08%	1.82%	1.48%
2002	11.06%	9.29%	1.85%	1.60%
2003	10.79%	9.35%	1.80%	1.68%
2004	10.73%	9.27%	1.79%	1.78%
2005	10.96%	9.31%	1.84%	1.85%
2006	10.96%	9.18%	1.83%	1.88%
2007	11.01%	9.44%	1.84%	1.88%
2008	10.90%	9.54%	1.83%	2.01%
2009	11.23%	10.74%	1.88%	2.31%
2010	10.75%	11.06%	1.79%	2.41%
2011	10.83%	11.04%	1.80%	2.42%
2012	11.05%	11.35%	1.81%	2.47%
2013	10.96%	11.53%	1.81%	2.43%
2014	10.95%	11.59%	1.81%	2.35%
2015	11.02%	11.64%	1.81%	2.27%
2016	10.70%	11.69%	2.39%	2.20%
2017	10.63%	11.56%	2.42%	2.09%
2018	10.27%	11.68%	2.32%	2.01%
2019	10.97%	11.90%	1.84%	1.93%
2020	11.60%	12.45%	1.91%	1.90%
2021	10.52%	12.05%	1.72%	1.71%
2022	10.95%	12.10%	1.79%	1.62%

Projected rates
Calendar year	OASI income rates (II)	OASI cost rates	DI income rates (II)	DI cost rates
I	II	III	I	II	III
2023	11.42%	12.77%	12.93%	13.26%	1.86%	1.57%	1.60%	1.65%
2024	11.08%	12.75%	13.25%	13.88%	1.80%	1.52%	1.61%	1.73%
2025	11.16%	12.67%	13.41%	14.24%	1.82%	1.49%	1.64%	1.80%
2026	11.26%	12.64%	13.58%	14.45%	1.82%	1.46%	1.65%	1.85%
2027	11.28%	12.63%	13.73%	14.69%	1.82%	1.42%	1.65%	1.88%
2028	11.31%	12.66%	13.92%	15.04%	1.82%	1.36%	1.63%	1.90%
2029	11.34%	12.69%	14.11%	15.40%	1.82%	1.31%	1.61%	1.91%
2030	11.37%	12.70%	14.28%	15.76%	1.82%	1.27%	1.60%	1.93%
2031	11.39%	12.69%	14.42%	16.10%	1.82%	1.23%	1.59%	1.96%
2032	11.42%	12.69%	14.56%	16.44%	1.82%	1.21%	1.59%	1.99%
2033	11.43%	12.71%	14.67%	16.69%	1.82%	1.20%	1.60%	2.03%
2034	11.44%	12.71%	14.77%	16.92%	1.82%	1.20%	1.61%	2.08%
2035	11.45%	12.71%	14.85%	17.12%	1.82%	1.20%	1.63%	2.12%
2036	11.45%	12.69%	14.91%	17.31%	1.82%	1.20%	1.65%	2.16%
2037	11.46%	12.68%	14.97%	17.50%	1.82%	1.20%	1.66%	2.19%
2038	11.46%	12.66%	15.02%	17.66%	1.82%	1.20%	1.68%	2.22%
2039	11.47%	12.63%	15.05%	17.81%	1.82%	1.21%	1.70%	2.26%
2040	11.47%	12.58%	15.06%	17.93%	1.82%	1.22%	1.72%	2.31%
2041	11.47%	12.52%	15.05%	18.03%	1.83%	1.24%	1.75%	2.36%
2042	11.48%	12.46%	15.04%	18.12%	1.83%	1.25%	1.78%	2.40%
2043	11.48%	12.39%	15.02%	18.23%	1.83%	1.27%	1.81%	2.45%
2044	11.48%	12.33%	15.02%	18.35%	1.83%	1.28%	1.83%	2.49%
2045	11.48%	12.27%	15.01%	18.47%	1.83%	1.29%	1.85%	2.53%
2046	11.48%	12.22%	15.01%	18.59%	1.83%	1.30%	1.87%	2.57%
2047	11.48%	12.17%	15.02%	18.72%	1.83%	1.30%	1.89%	2.60%
2048	11.49%	12.14%	15.03%	18.85%	1.83%	1.31%	1.90%	2.63%
2049	11.49%	12.10%	15.04%	18.99%	1.83%	1.31%	1.91%	2.66%
2050	11.49%	12.08%	15.06%	19.12%	1.83%	1.32%	1.92%	2.69%
2051	11.49%	12.05%	15.08%	19.26%	1.83%	1.32%	1.93%	2.71%
2052	11.50%	12.04%	15.12%	19.41%	1.83%	1.32%	1.94%	2.74%
2053	11.50%	12.03%	15.16%	19.56%	1.83%	1.32%	1.95%	2.76%
2054	11.51%	12.04%	15.21%	19.72%	1.83%	1.32%	1.96%	2.78%
2055	11.51%	12.05%	15.27%	19.90%	1.83%	1.32%	1.96%	2.79%
2056	11.52%	12.08%	15.34%	20.08%	1.83%	1.32%	1.96%	2.80%
2057	11.52%	12.11%	15.42%	20.28%	1.83%	1.31%	1.95%	2.80%
2058	11.53%	12.15%	15.51%	20.48%	1.83%	1.30%	1.95%	2.80%
2059	11.54%	12.19%	15.60%	20.68%	1.83%	1.30%	1.94%	2.80%
2060	11.54%	12.22%	15.69%	20.88%	1.83%	1.29%	1.93%	2.79%
2061	11.55%	12.25%	15.76%	21.08%	1.83%	1.28%	1.93%	2.79%
2062	11.55%	12.27%	15.84%	21.26%	1.83%	1.28%	1.92%	2.79%
2063	11.56%	12.29%	15.91%	21.44%	1.83%	1.28%	1.92%	2.80%
2064	11.56%	12.30%	15.97%	21.62%	1.83%	1.27%	1.92%	2.80%
2065	11.57%	12.31%	16.03%	21.80%	1.83%	1.27%	1.91%	2.80%
2066	11.57%	12.32%	16.09%	21.98%	1.83%	1.27%	1.91%	2.80%
2067	11.58%	12.32%	16.15%	22.15%	1.83%	1.26%	1.91%	2.80%
2068	11.58%	12.33%	16.21%	22.33%	1.83%	1.26%	1.91%	2.80%
2069	11.59%	12.33%	16.27%	22.52%	1.83%	1.26%	1.91%	2.81%
2070	11.59%	12.33%	16.33%	22.71%	1.83%	1.26%	1.90%	2.81%
2071	11.59%	12.33%	16.38%	22.89%	1.83%	1.25%	1.90%	2.81%
2072	11.60%	12.32%	16.44%	23.08%	1.83%	1.25%	1.90%	2.81%
2073	11.60%	12.32%	16.49%	23.27%	1.83%	1.24%	1.89%	2.80%
2074	11.61%	12.31%	16.55%	23.47%	1.83%	1.24%	1.88%	2.79%
2075	11.61%	12.30%	16.59%	23.66%	1.83%	1.23%	1.87%	2.77%
2076	11.61%	12.27%	16.63%	23.83%	1.83%	1.22%	1.86%	2.76%
2077	11.61%	12.24%	16.65%	24.00%	1.83%	1.22%	1.86%	2.75%
2078	11.62%	12.19%	16.65%	24.14%	1.83%	1.22%	1.85%	2.74%
2079	11.62%	12.12%	16.64%	24.28%	1.83%	1.22%	1.85%	2.74%
2080	11.61%	12.05%	16.62%	24.39%	1.83%	1.22%	1.85%	2.73%
2081	11.61%	11.98%	16.59%	24.50%	1.83%	1.21%	1.85%	2.72%
2082	11.61%	11.89%	16.55%	24.60%	1.83%	1.21%	1.84%	2.71%
2083	11.61%	11.80%	16.50%	24.69%	1.83%	1.21%	1.84%	2.70%
2084	11.61%	11.71%	16.45%	24.76%	1.83%	1.22%	1.84%	2.70%
2085	11.60%	11.61%	16.38%	24.81%	1.83%	1.22%	1.85%	2.69%
2086	11.60%	11.51%	16.31%	24.85%	1.83%	1.23%	1.85%	2.69%
2087	11.59%	11.41%	16.23%	24.88%	1.83%	1.23%	1.86%	2.69%
2088	11.59%	11.31%	16.15%	24.89%	1.83%	1.24%	1.87%	2.68%
2089	11.58%	11.22%	16.07%	24.88%	1.83%	1.25%	1.88%	2.69%
2090	11.58%	11.15%	16.01%	24.87%	1.83%	1.26%	1.89%	2.69%
2091	11.58%	11.09%	15.94%	24.85%	1.83%	1.27%	1.90%	2.70%
2092	11.57%	11.05%	15.90%	24.83%	1.83%	1.27%	1.91%	2.71%
2093	11.57%	11.03%	15.86%	24.80%	1.83%	1.28%	1.91%	2.72%
2094	11.57%	11.02%	15.83%	24.78%	1.83%	1.28%	1.92%	2.73%
2095	11.57%	11.02%	15.82%	24.76%	1.83%	1.29%	1.92%	2.74%
2096	11.57%	11.03%	15.82%	24.74%	1.83%	1.29%	1.93%	2.75%
2097	11.57%	11.06%	15.82%	24.73%	1.83%	1.29%	1.93%	2.75%
2098	11.57%	11.09%	15.84%	24.72%	1.83%	1.29%	1.93%	2.76%
2099	11.57%	11.12%	15.86%	24.73%	1.84%	1.29%	1.94%	2.77%
2100	11.58%	11.17%	15.89%	24.74%	1.84%	1.29%	1.94%	2.77%


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