Detailed Single Year Tables
Description of Proposed Provision:
B1.1: Price indexing of PIA factors beginning with those newly eligible for OASDI benefits in 2033: Reduce factors so that initial benefits grow by inflation rather than by the SSA average wage index.
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 | 15.74 | 13.06 | -2.68 | 92 | 0.00 | 0.00 | 0.00 | ||
| 2030 | 15.74 | 13.07 | -2.67 | 74 | 0.00 | 0.00 | 0.00 | ||
| 2031 | 15.72 | 13.09 | -2.64 | 57 | 0.00 | 0.00 | 0.00 | ||
| 2032 | 15.72 | 13.09 | -2.63 | 40 | 0.00 | 0.00 | 0.00 | ||
| 2033 | 15.72 | 13.13 | -2.59 | 23 | -0.00 | -0.00 | 0.00 | ||
| 2034 | 15.73 | 13.14 | -2.59 | 7 | -0.01 | -0.00 | 0.01 | ||
| 2035 | 15.75 | 13.16 | -2.59 | — | -0.02 | -0.00 | 0.02 | ||
| 2036 | 15.82 | 13.17 | -2.65 | — | -0.04 | -0.00 | 0.03 | ||
| 2037 | 15.89 | 13.18 | -2.72 | — | -0.06 | -0.00 | 0.06 | ||
| 2038 | 15.95 | 13.18 | -2.77 | — | -0.09 | -0.00 | 0.09 | ||
| 2039 | 15.99 | 13.19 | -2.81 | — | -0.13 | -0.01 | 0.13 | ||
| 2040 | 16.02 | 13.19 | -2.83 | — | -0.19 | -0.01 | 0.18 | ||
| 2041 | 16.03 | 13.19 | -2.83 | — | -0.25 | -0.01 | 0.24 | ||
| 2042 | 16.02 | 13.19 | -2.83 | — | -0.32 | -0.01 | 0.31 | ||
| 2043 | 16.01 | 13.20 | -2.82 | — | -0.40 | -0.02 | 0.39 | ||
| 2044 | 16.00 | 13.20 | -2.80 | — | -0.49 | -0.02 | 0.47 | ||
| 2045 | 15.98 | 13.20 | -2.78 | — | -0.59 | -0.03 | 0.57 | ||
| 2046 | 15.93 | 13.20 | -2.74 | — | -0.70 | -0.03 | 0.67 | ||
| 2047 | 15.88 | 13.19 | -2.69 | — | -0.82 | -0.04 | 0.78 | ||
| 2048 | 15.83 | 13.19 | -2.64 | — | -0.94 | -0.04 | 0.90 | ||
| 2049 | 15.77 | 13.19 | -2.58 | — | -1.07 | -0.05 | 1.02 | ||
| 2050 | 15.72 | 13.19 | -2.53 | — | -1.21 | -0.06 | 1.15 | ||
| 2051 | 15.66 | 13.19 | -2.47 | — | -1.36 | -0.06 | 1.29 | ||
| 2052 | 15.62 | 13.19 | -2.43 | — | -1.51 | -0.07 | 1.44 | ||
| 2053 | 15.57 | 13.19 | -2.38 | — | -1.67 | -0.08 | 1.59 | ||
| 2054 | 15.52 | 13.18 | -2.34 | — | -1.83 | -0.09 | 1.74 | ||
| 2055 | 15.48 | 13.18 | -2.29 | — | -2.00 | -0.10 | 1.90 | ||
| 2056 | 15.44 | 13.18 | -2.25 | — | -2.17 | -0.11 | 2.07 | ||
| 2057 | 15.39 | 13.18 | -2.21 | — | -2.35 | -0.12 | 2.24 | ||
| 2058 | 15.35 | 13.18 | -2.17 | — | -2.53 | -0.13 | 2.41 | ||
| 2059 | 15.30 | 13.18 | -2.12 | — | -2.72 | -0.14 | 2.58 | ||
| 2060 | 15.25 | 13.18 | -2.07 | — | -2.90 | -0.15 | 2.75 | ||
| 2061 | 15.19 | 13.18 | -2.01 | — | -3.08 | -0.16 | 2.93 | ||
| 2062 | 15.13 | 13.18 | -1.95 | — | -3.27 | -0.16 | 3.10 | ||
| 2063 | 15.06 | 13.17 | -1.89 | — | -3.45 | -0.17 | 3.28 | ||
| 2064 | 15.00 | 13.17 | -1.83 | — | -3.63 | -0.18 | 3.45 | ||
| 2065 | 14.93 | 13.17 | -1.76 | — | -3.82 | -0.19 | 3.62 | ||
| 2066 | 14.86 | 13.17 | -1.69 | — | -4.00 | -0.20 | 3.80 | ||
| 2067 | 14.79 | 13.16 | -1.63 | — | -4.18 | -0.21 | 3.97 | ||
| 2068 | 14.72 | 13.16 | -1.56 | — | -4.37 | -0.22 | 4.14 | ||
| 2069 | 14.65 | 13.16 | -1.50 | — | -4.55 | -0.23 | 4.32 | ||
| 2070 | 14.59 | 13.16 | -1.44 | — | -4.73 | -0.24 | 4.49 | ||
| 2071 | 14.52 | 13.15 | -1.37 | — | -4.92 | -0.25 | 4.67 | ||
| 2072 | 14.46 | 13.15 | -1.31 | — | -5.10 | -0.26 | 4.84 | ||
| 2073 | 14.39 | 13.15 | -1.24 | — | -5.29 | -0.27 | 5.01 | ||
| 2074 | 14.32 | 13.14 | -1.18 | — | -5.47 | -0.28 | 5.19 | ||
| 2075 | 14.25 | 13.14 | -1.11 | — | -5.65 | -0.29 | 5.36 | ||
| 2076 | 14.17 | 13.14 | -1.03 | — | -5.83 | -0.30 | 5.53 | ||
| 2077 | 14.08 | 13.13 | -0.95 | — | -6.00 | -0.31 | 5.69 | ||
| 2078 | 13.99 | 13.13 | -0.86 | — | -6.18 | -0.32 | 5.85 | ||
| 2079 | 13.89 | 13.13 | -0.76 | — | -6.34 | -0.33 | 6.01 | ||
| 2080 | 13.78 | 13.12 | -0.66 | — | -6.51 | -0.34 | 6.17 | ||
| 2081 | 13.67 | 13.12 | -0.56 | — | -6.67 | -0.35 | 6.32 | ||
| 2082 | 13.56 | 13.11 | -0.45 | — | -6.83 | -0.36 | 6.47 | ||
| 2083 | 13.44 | 13.10 | -0.33 | — | -6.98 | -0.37 | 6.61 | ||
| 2084 | 13.31 | 13.10 | -0.21 | — | -7.13 | -0.37 | 6.76 | ||
| 2085 | 13.18 | 13.09 | -0.09 | — | -7.27 | -0.38 | 6.89 | ||
| 2086 | 13.04 | 13.08 | 0.05 | — | -7.41 | -0.39 | 7.02 | ||
| 2087 | 12.89 | 13.08 | 0.18 | — | -7.54 | -0.40 | 7.15 | ||
| 2088 | 12.74 | 13.07 | 0.32 | — | -7.67 | -0.40 | 7.27 | ||
| 2089 | 12.59 | 13.06 | 0.47 | — | -7.79 | -0.41 | 7.38 | ||
| 2090 | 12.44 | 13.05 | 0.62 | — | -7.91 | -0.42 | 7.50 | ||
| 2091 | 12.28 | 13.04 | 0.76 | — | -8.03 | -0.42 | 7.61 | ||
| 2092 | 12.13 | 13.04 | 0.91 | — | -8.14 | -0.43 | 7.71 | ||
| 2093 | 11.97 | 13.03 | 1.06 | — | -8.26 | -0.44 | 7.82 | ||
| 2094 | 11.82 | 13.02 | 1.20 | — | -8.37 | -0.44 | 7.93 | ||
| 2095 | 11.67 | 13.01 | 1.34 | — | -8.48 | -0.45 | 8.03 | ||
| 2096 | 11.52 | 13.00 | 1.48 | — | -8.59 | -0.45 | 8.14 | ||
| 2097 | 11.38 | 13.00 | 1.62 | — | -8.71 | -0.46 | 8.25 | ||
| 2098 | 11.24 | 12.99 | 1.75 | — | -8.82 | -0.47 | 8.35 | ||
| 2099 | 11.10 | 12.98 | 1.88 | — | -8.94 | -0.47 | 8.46 | ||
| 2100 | 10.97 | 12.97 | 2.00 | — | -9.05 | -0.48 | 8.58 | ||
| 2101 | 10.84 | 12.97 | 2.12 | — | -9.18 | -0.48 | 8.69 | ||
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 | 14.89% | 13.51% | -1.37% | 2034 | -3.21% | -0.16% | 3.05% | ||
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.