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
202615.2013.11-2.09
152
0.000.040.04
202715.3613.19-2.17
135
-0.000.090.09
202815.4213.26-2.15
118
-0.000.130.13
202915.4713.34-2.13
102
0.000.170.17
203015.5313.39-2.14
87
0.000.210.21
203115.5813.46-2.12
72
0.000.250.25
203215.6013.51-2.09
58
0.000.290.29
203315.6613.60-2.07
45
0.000.330.33
203415.7813.64-2.14
32
0.000.360.36
203515.8913.69-2.20
18
0.000.400.40
203615.9913.74-2.26
5
0.000.440.44
203716.1013.78-2.32

0.000.470.47
203816.1813.82-2.36

0.010.510.50
203916.2613.86-2.40

0.010.540.54
204016.3313.90-2.43

0.010.580.57
204116.3913.94-2.46

0.010.610.59
204216.4513.97-2.48

0.010.640.62
204316.5014.01-2.49

0.020.670.65
204416.5414.04-2.49

0.020.700.68
204516.5714.08-2.50

0.020.730.71
204616.6114.11-2.51

0.030.760.73
204716.6514.14-2.51

0.030.790.76
204816.7014.17-2.53

0.030.820.78
204916.7514.20-2.54

0.040.840.81
205016.8014.23-2.57

0.040.870.83
205116.8614.26-2.59

0.050.900.85
205216.9214.30-2.63

0.050.920.87
205316.9914.33-2.67

0.060.950.89
205417.0714.36-2.71

0.070.970.91
205517.1514.39-2.76

0.071.000.93
205617.2414.42-2.82

0.081.020.94
205717.3314.45-2.88

0.091.050.96
205817.4314.48-2.95

0.101.070.97
205917.5214.51-3.01

0.101.090.99
206017.6214.54-3.08

0.111.121.00
206117.7014.57-3.13

0.121.141.02
206217.7814.59-3.19

0.131.151.03
206317.8614.60-3.26

0.141.161.02
206417.9414.61-3.33

0.151.161.01
206518.0114.61-3.40

0.161.161.00
206618.0814.62-3.46

0.171.161.00
206718.1614.63-3.53

0.171.160.99
206818.2314.63-3.60

0.181.170.98
206918.3114.64-3.67

0.191.170.97
207018.3914.65-3.74

0.201.170.97
207118.4614.66-3.80

0.211.170.96
207218.5314.66-3.87

0.221.170.95
207318.6014.67-3.93

0.231.180.95
207418.6714.68-3.99

0.241.180.94
207518.7314.68-4.05

0.251.180.93
207618.7814.69-4.09

0.261.180.93
207718.8214.69-4.13

0.261.180.92
207818.8514.70-4.16

0.271.180.91
207918.8714.70-4.17

0.281.190.91
208018.8814.70-4.18

0.281.190.90
208118.8814.70-4.17

0.291.190.90
208218.8714.71-4.16

0.301.190.90
208318.8514.71-4.14

0.301.190.89
208418.8214.71-4.11

0.311.190.89
208518.7814.70-4.08

0.311.190.89
208618.7314.70-4.03

0.311.200.88
208718.6814.70-3.98

0.321.200.88
208818.6214.70-3.93

0.321.200.88
208918.5714.69-3.87

0.321.200.88
209018.5114.69-3.82

0.321.200.88
209118.4714.69-3.78

0.321.200.87
209218.4314.69-3.75

0.331.200.87
209318.4114.69-3.72

0.331.200.87
209418.4014.69-3.71

0.331.200.87
209518.4014.69-3.71

0.331.200.87
209618.4114.69-3.72

0.331.200.87
209718.4314.69-3.74

0.341.210.87
209818.4614.69-3.77

0.341.210.87
209918.5014.70-3.80

0.341.210.87

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 17.43% 14.65% -2.78% 2036 0.13% 0.85% 0.72%

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