Detailed Single Year Tables
Description of Proposed Provision:
B6.5: Starting in 2028, 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 |
|||
| 2025 | 15.15 | 12.80 | -2.35 | 169 | 0.00 | 0.00 | 0.00 | ||
| 2026 | 15.29 | 13.03 | -2.25 | 149 | 0.00 | 0.00 | 0.00 | ||
| 2027 | 15.48 | 13.08 | -2.39 | 131 | 0.00 | 0.00 | 0.00 | ||
| 2028 | 15.80 | 13.12 | -2.68 | 111 | 0.21 | 0.01 | -0.20 | ||
| 2029 | 15.91 | 13.15 | -2.76 | 93 | 0.22 | 0.01 | -0.21 | ||
| 2030 | 16.02 | 13.17 | -2.85 | 74 | 0.22 | 0.01 | -0.21 | ||
| 2031 | 16.14 | 13.20 | -2.95 | 56 | 0.23 | 0.01 | -0.22 | ||
| 2032 | 16.24 | 13.22 | -3.02 | 37 | 0.23 | 0.01 | -0.22 | ||
| 2033 | 16.32 | 13.26 | -3.06 | 19 | 0.25 | 0.01 | -0.24 | ||
| 2034 | 16.39 | 13.28 | -3.11 | 1 | 0.25 | 0.01 | -0.23 | ||
| 2035 | 16.48 | 13.29 | -3.19 | — | 0.25 | 0.01 | -0.24 | ||
| 2036 | 16.58 | 13.30 | -3.28 | — | 0.26 | 0.01 | -0.24 | ||
| 2037 | 16.67 | 13.31 | -3.36 | — | 0.26 | 0.02 | -0.24 | ||
| 2038 | 16.75 | 13.32 | -3.43 | — | 0.26 | 0.02 | -0.25 | ||
| 2039 | 16.82 | 13.33 | -3.50 | — | 0.27 | 0.02 | -0.25 | ||
| 2040 | 16.87 | 13.33 | -3.54 | — | 0.27 | 0.02 | -0.26 | ||
| 2041 | 16.92 | 13.34 | -3.58 | — | 0.27 | 0.02 | -0.26 | ||
| 2042 | 16.95 | 13.34 | -3.61 | — | 0.28 | 0.02 | -0.26 | ||
| 2043 | 16.99 | 13.34 | -3.64 | — | 0.28 | 0.02 | -0.26 | ||
| 2044 | 17.03 | 13.35 | -3.68 | — | 0.28 | 0.02 | -0.27 | ||
| 2045 | 17.06 | 13.35 | -3.71 | — | 0.29 | 0.02 | -0.27 | ||
| 2046 | 17.09 | 13.36 | -3.73 | — | 0.29 | 0.02 | -0.27 | ||
| 2047 | 17.13 | 13.36 | -3.77 | — | 0.29 | 0.02 | -0.27 | ||
| 2048 | 17.17 | 13.36 | -3.80 | — | 0.29 | 0.02 | -0.27 | ||
| 2049 | 17.21 | 13.37 | -3.84 | — | 0.29 | 0.02 | -0.27 | ||
| 2050 | 17.26 | 13.37 | -3.89 | — | 0.29 | 0.02 | -0.27 | ||
| 2051 | 17.31 | 13.38 | -3.93 | — | 0.29 | 0.02 | -0.27 | ||
| 2052 | 17.37 | 13.38 | -3.99 | — | 0.29 | 0.02 | -0.27 | ||
| 2053 | 17.44 | 13.39 | -4.05 | — | 0.29 | 0.02 | -0.27 | ||
| 2054 | 17.51 | 13.40 | -4.11 | — | 0.29 | 0.02 | -0.27 | ||
| 2055 | 17.59 | 13.40 | -4.19 | — | 0.29 | 0.02 | -0.27 | ||
| 2056 | 17.68 | 13.41 | -4.27 | — | 0.29 | 0.02 | -0.27 | ||
| 2057 | 17.77 | 13.42 | -4.35 | — | 0.29 | 0.02 | -0.27 | ||
| 2058 | 17.86 | 13.43 | -4.44 | — | 0.29 | 0.02 | -0.28 | ||
| 2059 | 17.96 | 13.43 | -4.52 | — | 0.29 | 0.02 | -0.28 | ||
| 2060 | 18.04 | 13.44 | -4.60 | — | 0.30 | 0.02 | -0.28 | ||
| 2061 | 18.12 | 13.45 | -4.67 | — | 0.30 | 0.02 | -0.28 | ||
| 2062 | 18.20 | 13.45 | -4.74 | — | 0.30 | 0.02 | -0.29 | ||
| 2063 | 18.27 | 13.46 | -4.81 | — | 0.31 | 0.02 | -0.29 | ||
| 2064 | 18.34 | 13.47 | -4.87 | — | 0.31 | 0.02 | -0.29 | ||
| 2065 | 18.41 | 13.47 | -4.94 | — | 0.31 | 0.02 | -0.29 | ||
| 2066 | 18.49 | 13.48 | -5.01 | — | 0.32 | 0.02 | -0.30 | ||
| 2067 | 18.56 | 13.49 | -5.07 | — | 0.32 | 0.02 | -0.30 | ||
| 2068 | 18.63 | 13.49 | -5.14 | — | 0.33 | 0.02 | -0.31 | ||
| 2069 | 18.71 | 13.50 | -5.21 | — | 0.33 | 0.02 | -0.31 | ||
| 2070 | 18.79 | 13.50 | -5.29 | — | 0.33 | 0.02 | -0.31 | ||
| 2071 | 18.87 | 13.51 | -5.36 | — | 0.34 | 0.02 | -0.32 | ||
| 2072 | 18.94 | 13.52 | -5.43 | — | 0.34 | 0.02 | -0.32 | ||
| 2073 | 19.02 | 13.52 | -5.49 | — | 0.35 | 0.02 | -0.32 | ||
| 2074 | 19.09 | 13.53 | -5.56 | — | 0.35 | 0.02 | -0.33 | ||
| 2075 | 19.15 | 13.53 | -5.62 | — | 0.35 | 0.02 | -0.33 | ||
| 2076 | 19.20 | 13.54 | -5.66 | — | 0.35 | 0.02 | -0.33 | ||
| 2077 | 19.25 | 13.54 | -5.71 | — | 0.35 | 0.02 | -0.33 | ||
| 2078 | 19.28 | 13.55 | -5.74 | — | 0.36 | 0.02 | -0.33 | ||
| 2079 | 19.30 | 13.55 | -5.75 | — | 0.36 | 0.02 | -0.34 | ||
| 2080 | 19.31 | 13.55 | -5.76 | — | 0.36 | 0.02 | -0.34 | ||
| 2081 | 19.32 | 13.55 | -5.77 | — | 0.36 | 0.02 | -0.34 | ||
| 2082 | 19.31 | 13.55 | -5.76 | — | 0.36 | 0.02 | -0.34 | ||
| 2083 | 19.30 | 13.55 | -5.75 | — | 0.36 | 0.02 | -0.34 | ||
| 2084 | 19.27 | 13.55 | -5.72 | — | 0.36 | 0.02 | -0.34 | ||
| 2085 | 19.24 | 13.55 | -5.69 | — | 0.37 | 0.02 | -0.34 | ||
| 2086 | 19.19 | 13.55 | -5.64 | — | 0.37 | 0.02 | -0.34 | ||
| 2087 | 19.13 | 13.54 | -5.59 | — | 0.37 | 0.02 | -0.35 | ||
| 2088 | 19.07 | 13.54 | -5.53 | — | 0.37 | 0.02 | -0.35 | ||
| 2089 | 19.01 | 13.54 | -5.48 | — | 0.37 | 0.02 | -0.35 | ||
| 2090 | 18.95 | 13.53 | -5.42 | — | 0.37 | 0.02 | -0.35 | ||
| 2091 | 18.89 | 13.53 | -5.36 | — | 0.37 | 0.02 | -0.35 | ||
| 2092 | 18.84 | 13.53 | -5.31 | — | 0.37 | 0.02 | -0.35 | ||
| 2093 | 18.79 | 13.52 | -5.27 | — | 0.37 | 0.02 | -0.35 | ||
| 2094 | 18.76 | 13.52 | -5.24 | — | 0.37 | 0.02 | -0.35 | ||
| 2095 | 18.73 | 13.52 | -5.21 | — | 0.37 | 0.02 | -0.35 | ||
| 2096 | 18.71 | 13.52 | -5.19 | — | 0.37 | 0.02 | -0.35 | ||
| 2097 | 18.70 | 13.52 | -5.18 | — | 0.37 | 0.02 | -0.35 | ||
| 2098 | 18.70 | 13.52 | -5.18 | — | 0.37 | 0.02 | -0.35 | ||
| 2099 | 18.70 | 13.52 | -5.19 | — | 0.37 | 0.02 | -0.34 | ||
| 2100 | 18.72 | 13.52 | -5.20 | — | 0.37 | 0.02 | -0.34 | ||
Summarized Estimates
| Proposal | Change from Current Law | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Years | Cost rate |
Income rate |
Actuarial balance |
Year of reserve depletion1 |
Cost rate |
Income rate |
Actuarial balance |
||
| 2025-2099 | 17.91% | 13.80% | -4.10% | 2034 | 0.30% | 0.02% | -0.28% | ||
1 Under current law, the year of Trust Fund reserve depletion is 2034. |
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Based on Intermediate Assumptions of the 2025 Trustees Report.