Detailed Single Year Tables
Description of Proposed Provision:
B6.5: Starting in 2029, provide a 5 percent uniform PIA increase 20 years after benefit eligibility. Phase in the PIA increase at 1 percent per year from the 16th through 20th years after eligibility. The full PIA increase is equal to 5 percent of the PIA of a worker assumed to have career-average earnings equal to the SSA average wage index. Auxiliary beneficiaries receive benefit enhancement based on the PIA of the governing worker.
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 |
|||
| 2026 | 15.37 | 12.91 | -2.45 | 151 | 0.00 | 0.00 | 0.00 | ||
| 2027 | 15.62 | 12.85 | -2.77 | 131 | 0.00 | 0.00 | 0.00 | ||
| 2028 | 15.70 | 13.01 | -2.69 | 111 | 0.00 | 0.00 | 0.00 | ||
| 2029 | 15.96 | 13.07 | -2.89 | 91 | 0.22 | 0.01 | -0.21 | ||
| 2030 | 15.96 | 13.08 | -2.88 | 72 | 0.22 | 0.01 | -0.21 | ||
| 2031 | 15.95 | 13.10 | -2.85 | 53 | 0.23 | 0.01 | -0.22 | ||
| 2032 | 15.95 | 13.10 | -2.84 | 36 | 0.23 | 0.01 | -0.22 | ||
| 2033 | 15.95 | 13.14 | -2.81 | 18 | 0.23 | 0.01 | -0.22 | ||
| 2034 | 15.98 | 13.15 | -2.83 | 1 | 0.24 | 0.01 | -0.23 | ||
| 2035 | 16.01 | 13.18 | -2.84 | — | 0.24 | 0.01 | -0.23 | ||
| 2036 | 16.10 | 13.19 | -2.92 | — | 0.25 | 0.01 | -0.23 | ||
| 2037 | 16.21 | 13.19 | -3.01 | — | 0.25 | 0.01 | -0.24 | ||
| 2038 | 16.30 | 13.20 | -3.10 | — | 0.26 | 0.01 | -0.24 | ||
| 2039 | 16.39 | 13.21 | -3.18 | — | 0.26 | 0.01 | -0.25 | ||
| 2040 | 16.47 | 13.21 | -3.26 | — | 0.27 | 0.01 | -0.25 | ||
| 2041 | 16.54 | 13.22 | -3.32 | — | 0.27 | 0.01 | -0.25 | ||
| 2042 | 16.61 | 13.22 | -3.39 | — | 0.27 | 0.01 | -0.26 | ||
| 2043 | 16.69 | 13.23 | -3.46 | — | 0.27 | 0.01 | -0.26 | ||
| 2044 | 16.77 | 13.23 | -3.53 | — | 0.28 | 0.01 | -0.26 | ||
| 2045 | 16.85 | 13.24 | -3.61 | — | 0.28 | 0.01 | -0.26 | ||
| 2046 | 16.92 | 13.24 | -3.67 | — | 0.28 | 0.01 | -0.26 | ||
| 2047 | 16.98 | 13.25 | -3.74 | — | 0.28 | 0.01 | -0.27 | ||
| 2048 | 17.05 | 13.25 | -3.80 | — | 0.28 | 0.01 | -0.27 | ||
| 2049 | 17.13 | 13.26 | -3.87 | — | 0.28 | 0.02 | -0.27 | ||
| 2050 | 17.21 | 13.26 | -3.95 | — | 0.28 | 0.02 | -0.27 | ||
| 2051 | 17.31 | 13.27 | -4.04 | — | 0.29 | 0.02 | -0.27 | ||
| 2052 | 17.41 | 13.27 | -4.14 | — | 0.29 | 0.02 | -0.27 | ||
| 2053 | 17.52 | 13.28 | -4.24 | — | 0.29 | 0.02 | -0.27 | ||
| 2054 | 17.64 | 13.29 | -4.35 | — | 0.29 | 0.02 | -0.27 | ||
| 2055 | 17.77 | 13.30 | -4.47 | — | 0.29 | 0.02 | -0.27 | ||
| 2056 | 17.90 | 13.31 | -4.59 | — | 0.29 | 0.02 | -0.28 | ||
| 2057 | 18.04 | 13.31 | -4.72 | — | 0.29 | 0.02 | -0.28 | ||
| 2058 | 18.17 | 13.32 | -4.85 | — | 0.30 | 0.02 | -0.28 | ||
| 2059 | 18.31 | 13.33 | -4.98 | — | 0.30 | 0.02 | -0.28 | ||
| 2060 | 18.45 | 13.34 | -5.11 | — | 0.30 | 0.02 | -0.29 | ||
| 2061 | 18.58 | 13.35 | -5.23 | — | 0.31 | 0.02 | -0.29 | ||
| 2062 | 18.71 | 13.36 | -5.35 | — | 0.31 | 0.02 | -0.29 | ||
| 2063 | 18.83 | 13.36 | -5.46 | — | 0.31 | 0.02 | -0.30 | ||
| 2064 | 18.95 | 13.37 | -5.58 | — | 0.32 | 0.02 | -0.30 | ||
| 2065 | 19.07 | 13.38 | -5.69 | — | 0.32 | 0.02 | -0.31 | ||
| 2066 | 19.18 | 13.39 | -5.80 | — | 0.33 | 0.02 | -0.31 | ||
| 2067 | 19.30 | 13.39 | -5.91 | — | 0.33 | 0.02 | -0.31 | ||
| 2068 | 19.42 | 13.40 | -6.02 | — | 0.34 | 0.02 | -0.32 | ||
| 2069 | 19.55 | 13.41 | -6.14 | — | 0.34 | 0.02 | -0.32 | ||
| 2070 | 19.67 | 13.42 | -6.25 | — | 0.35 | 0.02 | -0.33 | ||
| 2071 | 19.80 | 13.43 | -6.37 | — | 0.35 | 0.02 | -0.33 | ||
| 2072 | 19.92 | 13.43 | -6.48 | — | 0.36 | 0.02 | -0.34 | ||
| 2073 | 20.04 | 13.44 | -6.60 | — | 0.36 | 0.02 | -0.34 | ||
| 2074 | 20.16 | 13.45 | -6.71 | — | 0.37 | 0.02 | -0.35 | ||
| 2075 | 20.27 | 13.46 | -6.81 | — | 0.37 | 0.02 | -0.35 | ||
| 2076 | 20.37 | 13.46 | -6.91 | — | 0.37 | 0.02 | -0.35 | ||
| 2077 | 20.46 | 13.47 | -6.99 | — | 0.38 | 0.02 | -0.35 | ||
| 2078 | 20.54 | 13.47 | -7.07 | — | 0.38 | 0.02 | -0.36 | ||
| 2079 | 20.61 | 13.48 | -7.13 | — | 0.38 | 0.02 | -0.36 | ||
| 2080 | 20.67 | 13.48 | -7.19 | — | 0.38 | 0.02 | -0.36 | ||
| 2081 | 20.73 | 13.49 | -7.24 | — | 0.39 | 0.02 | -0.36 | ||
| 2082 | 20.77 | 13.49 | -7.28 | — | 0.39 | 0.02 | -0.37 | ||
| 2083 | 20.81 | 13.49 | -7.32 | — | 0.39 | 0.02 | -0.37 | ||
| 2084 | 20.83 | 13.49 | -7.34 | — | 0.39 | 0.02 | -0.37 | ||
| 2085 | 20.85 | 13.50 | -7.35 | — | 0.40 | 0.02 | -0.37 | ||
| 2086 | 20.85 | 13.50 | -7.35 | — | 0.40 | 0.02 | -0.38 | ||
| 2087 | 20.84 | 13.50 | -7.34 | — | 0.40 | 0.02 | -0.38 | ||
| 2088 | 20.82 | 13.50 | -7.32 | — | 0.40 | 0.02 | -0.38 | ||
| 2089 | 20.79 | 13.49 | -7.30 | — | 0.41 | 0.02 | -0.38 | ||
| 2090 | 20.76 | 13.49 | -7.26 | — | 0.41 | 0.02 | -0.39 | ||
| 2091 | 20.72 | 13.49 | -7.23 | — | 0.41 | 0.02 | -0.39 | ||
| 2092 | 20.68 | 13.49 | -7.19 | — | 0.41 | 0.02 | -0.39 | ||
| 2093 | 20.64 | 13.49 | -7.15 | — | 0.41 | 0.02 | -0.39 | ||
| 2094 | 20.60 | 13.48 | -7.12 | — | 0.41 | 0.02 | -0.39 | ||
| 2095 | 20.56 | 13.48 | -7.08 | — | 0.41 | 0.02 | -0.39 | ||
| 2096 | 20.53 | 13.48 | -7.05 | — | 0.41 | 0.02 | -0.39 | ||
| 2097 | 20.50 | 13.48 | -7.02 | — | 0.41 | 0.02 | -0.39 | ||
| 2098 | 20.47 | 13.48 | -6.99 | — | 0.41 | 0.02 | -0.39 | ||
| 2099 | 20.45 | 13.48 | -6.97 | — | 0.41 | 0.02 | -0.39 | ||
| 2100 | 20.43 | 13.47 | -6.96 | — | 0.41 | 0.02 | -0.39 | ||
| 2101 | 20.43 | 13.47 | -6.95 | — | 0.41 | 0.02 | -0.39 | ||
Summarized Estimates
| Proposal | Change from Current Law | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Years | Cost rate |
Income rate |
Actuarial balance |
Year of reserve depletion1 |
Cost rate |
Income rate |
Actuarial balance |
||
| 2026-2100 | 18.41% | 13.69% | -4.71% | 2034 | 0.30% | 0.02% | -0.29% | ||
1 Under current law, the year of Trust Fund reserve depletion is 2034. |
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Based on Intermediate Assumptions of the 2026 Trustees Report.