Table IV.B1.­ Estimated Income Rates and Cost Rates, Calendar Years 2001-2075
Intermediate Assumptions
[As a percentage of taxable payroll]
 
Calendar
year		 OASI
  DI
  Combined
Income
rate 1		 Cost
rate		 Balance Income
rate 1		 Cost
rate		 Balance Income
rate 1		 Cost
rate		 Balance
2001 10.90 9.04 1.86 1.82 1.45 0.37 12.72 10.50 2.22
2002 10.90 8.94 1.96 1.82 1.48 .34 12.72 10.42 2.30
2003 10.91 8.91 2.00 1.82 1.53 .29 12.73 10.44 2.29
2004 10.92 8.91 2.01 1.82 1.58 .24 12.74 10.49 2.25
2005 10.93 8.92 2.00 1.82 1.64 .18 12.75 10.56 2.19
2006 10.93 8.95 1.98 1.82 1.70 .12 12.75 10.65 2.11
2007 10.94 9.02 1.92 1.82 1.76 .06 12.76 10.78 1.99
2008 10.95 9.11 1.84 1.82 1.82 .00 12.78 10.93 1.84
2009 10.96 9.25 1.71 1.83 1.87 -.05 12.79 11.13 1.66
2010 10.98 9.42 1.56 1.83 1.92 -.10 12.81 11.34 1.46
2011 10.99 9.60 1.38 1.83 1.96 -.13 12.81 11.56 1.25
2012 10.99 9.83 1.16 1.83 2.00 -.17 12.82 11.83 .99
2013 11.00 10.10 .91 1.83 2.04 -.21 12.83 12.14 .69
2014 11.01 10.38 .63 1.83 2.08 -.25 12.84 12.46 .38
2015 11.02 10.69 .33 1.83 2.11 -.28 12.85 12.80 .05
2016 11.03 11.01 .03 1.83 2.15 -.32 12.86 13.15 -.29
2017 11.04 11.34 -.30 1.83 2.18 -.35 12.87 13.52 -.65
2018 11.06 11.69 -.63 1.83 2.20 -.37 12.89 13.89 -1.00
2019 11.07 12.04 -.97 1.83 2.22 -.39 12.90 14.26 -1.37
2020 11.08 12.39 -1.32 1.83 2.24 -.41 12.91 14.63 -1.72
2021 11.10 12.71 -1.61 1.83 2.26 -.43 12.93 14.97 -2.05
2022 11.12 13.01 -1.89 1.83 2.30 -.46 12.95 15.30 -2.36
2023 11.13 13.29 -2.16 1.83 2.33 -.49 12.97 15.62 -2.65
2024 11.15 13.56 -2.41 1.83 2.35 -.52 12.99 15.92 -2.93
2025 11.17 13.82 -2.66 1.84 2.38 -.54 13.00 16.20 -3.20
2026 11.18 14.06 -2.88 1.84 2.40 -.56 13.02 16.46 -3.44
2027 11.20 14.30 -3.10 1.84 2.41 -.57 13.04 16.71 -3.67
2028 11.22 14.53 -3.32 1.84 2.39 -.56 13.05 16.93 -3.87
2029 11.23 14.74 -3.50 1.84 2.38 -.54 13.07 17.12 -4.05
2030 11.25 14.91 -3.67 1.84 2.36 -.53 13.08 17.28 -4.20
2031 11.26 15.07 -3.81 1.84 2.35 -.51 13.09 17.42 -4.33
2032 11.27 15.21 -3.94 1.84 2.34 -.50 13.11 17.55 -4.44
2033 11.28 15.32 -4.04 1.84 2.33 -.49 13.12 17.65 -4.53
2034 11.29 15.38 -4.10 1.84 2.32 -.49 13.13 17.71 -4.58
2035 11.30 15.42 -4.12 1.84 2.32 -.49 13.13 17.74 -4.61
2036 11.30 15.43 -4.13 1.84 2.33 -.49 13.14 17.76 -4.62
2037 11.31 15.44 -4.13 1.84 2.33 -.49 13.15 17.77 -4.62
2038 11.31 15.43 -4.12 1.84 2.33 -.49 13.15 17.76 -4.61
2039 11.32 15.41 -4.09 1.84 2.33 -.49 13.15 17.73 -4.58
2040 11.32 15.37 -4.05 1.84 2.34 -.50 13.16 17.71 -4.55
2041 11.32 15.34 -4.02 1.84 2.36 -.52 13.16 17.69 -4.53
2042 11.32 15.30 -3.98 1.84 2.38 -.54 13.17 17.68 -4.51
2043 11.33 15.27 -3.95 1.84 2.40 -.56 13.17 17.67 -4.50
2044 11.33 15.25 -3.92 1.84 2.42 -.58 13.17 17.67 -4.50
2045 11.33 15.24 -3.90 1.84 2.44 -.59 13.18 17.67 -4.50
2046 11.34 15.23 -3.89 1.84 2.45 -.61 13.18 17.68 -4.50
2047 11.34 15.23 -3.89 1.84 2.47 -.62 13.18 17.70 -4.52
2048 11.35 15.25 -3.90 1.84 2.48 -.63 13.19 17.72 -4.53
2049 11.35 15.27 -3.92 1.84 2.48 -.64 13.19 17.75 -4.56
2050 11.35 15.29 -3.94 1.84 2.49 -.65 13.20 17.79 -4.59
2051 11.36 15.33 -3.97 1.84 2.50 -.66 13.20 17.83 -4.63
2052 11.37 15.38 -4.02 1.84 2.51 -.67 13.21 17.89 -4.68
2053 11.37 15.44 -4.07 1.85 2.52 -.68 13.22 17.96 -4.74
2054 11.38 15.50 -4.12 1.85 2.53 -.68 13.22 18.03 -4.80
2055 11.38 15.56 -4.18 1.85 2.53 -.69 13.23 18.10 -4.87
2056 11.39 15.63 -4.25 1.85 2.54 -.69 13.24 18.17 -4.94
2057 11.40 15.71 -4.31 1.85 2.54 -.69 13.24 18.25 -5.00
2058 11.40 15.79 -4.38 1.85 2.53 -.69 13.25 18.32 -5.07
2059 11.41 15.86 -4.45 1.85 2.53 -.68 13.25 18.39 -5.14
2060 11.41 15.94 -4.52 1.85 2.52 -.68 13.26 18.46 -5.20
2061 11.42 16.01 -4.59 1.85 2.52 -.68 13.27 18.53 -5.26
2062 11.43 16.08 -4.65 1.85 2.52 -.68 13.27 18.60 -5.32
2063 11.43 16.14 -4.71 1.85 2.52 -.68 13.28 18.66 -5.38
2064 11.44 16.20 -4.77 1.85 2.53 -.68 13.28 18.73 -5.44
2065 11.44 16.26 -4.82 1.85 2.53 -.68 13.29 18.79 -5.50
2066 11.45 16.32 -4.88 1.85 2.53 -.68 13.30 18.85 -5.56
2067 11.45 16.38 -4.93 1.85 2.53 -.69 13.30 18.92 -5.62
2068 11.46 16.44 -4.98 1.85 2.54 -.69 13.31 18.98 -5.67
2069 11.46 16.49 -5.03 1.85 2.54 -.69 13.31 19.03 -5.72
2070 11.47 16.55 -5.08 1.85 2.54 -.70 13.31 19.09 -5.78
2071 11.47 16.60 -5.13 1.85 2.55 -.70 13.32 19.15 -5.83
2072 11.48 16.66 -5.18 1.85 2.56 -.71 13.32 19.21 -5.89
2073 11.48 16.71 -5.23 1.85 2.56 -.71 13.33 19.27 -5.94
2074 11.48 16.76 -5.28 1.85 2.57 -.72 13.33 19.33 -6.00
2075 11.49 16.82 -5.33 1.85 2.57 -.72 13.34 19.39 -6.05
1 Income rates for 2000 are modified to include adjustments to the lump-sum payments received in 1983 from the general fund of the Treasury for the cost of noncontributory wage credits for military service in 1940-56.
Notes:
1. The income rate excludes interest income and certain transfers from the general fund of the Treasury.
2. Totals do not necessarily equal the sums of rounded components.