Detailed Single Year Tables
Description of Proposed Provision:
B7.5: Increase benefits by 5 percent for all beneficiaries as of the beginning of 2027 and for those newly eligible for benefits after the beginning of 2027.
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 | 16.39 | 12.88 | -3.51 | 125 | 0.78 | 0.03 | -0.74 | ||
| 2028 | 16.48 | 13.04 | -3.44 | 101 | 0.78 | 0.03 | -0.75 | ||
| 2029 | 16.52 | 13.10 | -3.43 | 79 | 0.78 | 0.03 | -0.75 | ||
| 2030 | 16.52 | 13.11 | -3.41 | 58 | 0.78 | 0.03 | -0.75 | ||
| 2031 | 16.50 | 13.12 | -3.38 | 37 | 0.78 | 0.04 | -0.75 | ||
| 2032 | 16.50 | 13.13 | -3.37 | 17 | 0.78 | 0.04 | -0.74 | ||
| 2033 | 16.50 | 13.17 | -3.33 | — | 0.78 | 0.04 | -0.74 | ||
| 2034 | 16.52 | 13.18 | -3.34 | — | 0.78 | 0.04 | -0.74 | ||
| 2035 | 16.56 | 13.20 | -3.35 | — | 0.78 | 0.04 | -0.74 | ||
| 2036 | 16.64 | 13.21 | -3.43 | — | 0.79 | 0.04 | -0.75 | ||
| 2037 | 16.75 | 13.22 | -3.53 | — | 0.79 | 0.04 | -0.75 | ||
| 2038 | 16.84 | 13.23 | -3.61 | — | 0.80 | 0.04 | -0.76 | ||
| 2039 | 16.93 | 13.23 | -3.70 | — | 0.80 | 0.04 | -0.76 | ||
| 2040 | 17.01 | 13.24 | -3.77 | — | 0.80 | 0.04 | -0.76 | ||
| 2041 | 17.08 | 13.24 | -3.84 | — | 0.81 | 0.04 | -0.77 | ||
| 2042 | 17.15 | 13.25 | -3.90 | — | 0.81 | 0.04 | -0.77 | ||
| 2043 | 17.23 | 13.25 | -3.97 | — | 0.82 | 0.04 | -0.77 | ||
| 2044 | 17.31 | 13.26 | -4.05 | — | 0.82 | 0.04 | -0.78 | ||
| 2045 | 17.40 | 13.26 | -4.13 | — | 0.82 | 0.04 | -0.78 | ||
| 2046 | 17.46 | 13.27 | -4.19 | — | 0.83 | 0.04 | -0.78 | ||
| 2047 | 17.53 | 13.27 | -4.26 | — | 0.83 | 0.04 | -0.79 | ||
| 2048 | 17.61 | 13.28 | -4.33 | — | 0.83 | 0.04 | -0.79 | ||
| 2049 | 17.68 | 13.28 | -4.40 | — | 0.84 | 0.04 | -0.79 | ||
| 2050 | 17.77 | 13.29 | -4.48 | — | 0.84 | 0.04 | -0.80 | ||
| 2051 | 17.87 | 13.30 | -4.57 | — | 0.85 | 0.04 | -0.80 | ||
| 2052 | 17.98 | 13.30 | -4.67 | — | 0.85 | 0.04 | -0.81 | ||
| 2053 | 18.09 | 13.31 | -4.78 | — | 0.86 | 0.04 | -0.81 | ||
| 2054 | 18.21 | 13.32 | -4.90 | — | 0.86 | 0.04 | -0.82 | ||
| 2055 | 18.35 | 13.33 | -5.02 | — | 0.87 | 0.04 | -0.82 | ||
| 2056 | 18.48 | 13.33 | -5.15 | — | 0.88 | 0.05 | -0.83 | ||
| 2057 | 18.63 | 13.34 | -5.28 | — | 0.88 | 0.05 | -0.84 | ||
| 2058 | 18.77 | 13.35 | -5.42 | — | 0.89 | 0.05 | -0.84 | ||
| 2059 | 18.91 | 13.36 | -5.55 | — | 0.90 | 0.05 | -0.85 | ||
| 2060 | 19.05 | 13.37 | -5.68 | — | 0.90 | 0.05 | -0.86 | ||
| 2061 | 19.18 | 13.38 | -5.80 | — | 0.91 | 0.05 | -0.86 | ||
| 2062 | 19.31 | 13.39 | -5.92 | — | 0.92 | 0.05 | -0.87 | ||
| 2063 | 19.44 | 13.40 | -6.04 | — | 0.92 | 0.05 | -0.87 | ||
| 2064 | 19.56 | 13.40 | -6.15 | — | 0.93 | 0.05 | -0.88 | ||
| 2065 | 19.68 | 13.41 | -6.27 | — | 0.93 | 0.05 | -0.88 | ||
| 2066 | 19.80 | 13.42 | -6.38 | — | 0.94 | 0.05 | -0.89 | ||
| 2067 | 19.91 | 13.43 | -6.49 | — | 0.94 | 0.05 | -0.89 | ||
| 2068 | 20.04 | 13.43 | -6.60 | — | 0.95 | 0.05 | -0.90 | ||
| 2069 | 20.16 | 13.44 | -6.72 | — | 0.96 | 0.05 | -0.91 | ||
| 2070 | 20.29 | 13.45 | -6.84 | — | 0.96 | 0.05 | -0.91 | ||
| 2071 | 20.41 | 13.46 | -6.95 | — | 0.97 | 0.05 | -0.92 | ||
| 2072 | 20.53 | 13.47 | -7.07 | — | 0.97 | 0.05 | -0.92 | ||
| 2073 | 20.66 | 13.47 | -7.19 | — | 0.98 | 0.05 | -0.93 | ||
| 2074 | 20.78 | 13.48 | -7.30 | — | 0.99 | 0.05 | -0.93 | ||
| 2075 | 20.89 | 13.49 | -7.40 | — | 0.99 | 0.05 | -0.94 | ||
| 2076 | 20.99 | 13.49 | -7.50 | — | 1.00 | 0.05 | -0.94 | ||
| 2077 | 21.09 | 13.50 | -7.58 | — | 1.00 | 0.05 | -0.95 | ||
| 2078 | 21.17 | 13.51 | -7.66 | — | 1.00 | 0.05 | -0.95 | ||
| 2079 | 21.24 | 13.51 | -7.73 | — | 1.01 | 0.05 | -0.95 | ||
| 2080 | 21.30 | 13.52 | -7.78 | — | 1.01 | 0.05 | -0.96 | ||
| 2081 | 21.35 | 13.52 | -7.83 | — | 1.01 | 0.05 | -0.96 | ||
| 2082 | 21.40 | 13.52 | -7.88 | — | 1.02 | 0.05 | -0.96 | ||
| 2083 | 21.43 | 13.52 | -7.91 | — | 1.02 | 0.05 | -0.96 | ||
| 2084 | 21.46 | 13.53 | -7.93 | — | 1.02 | 0.05 | -0.96 | ||
| 2085 | 21.47 | 13.53 | -7.94 | — | 1.02 | 0.05 | -0.96 | ||
| 2086 | 21.47 | 13.53 | -7.94 | — | 1.02 | 0.05 | -0.96 | ||
| 2087 | 21.45 | 13.53 | -7.93 | — | 1.02 | 0.05 | -0.96 | ||
| 2088 | 21.43 | 13.53 | -7.90 | — | 1.02 | 0.05 | -0.96 | ||
| 2089 | 21.40 | 13.53 | -7.88 | — | 1.02 | 0.05 | -0.96 | ||
| 2090 | 21.36 | 13.52 | -7.84 | — | 1.01 | 0.05 | -0.96 | ||
| 2091 | 21.32 | 13.52 | -7.80 | — | 1.01 | 0.05 | -0.96 | ||
| 2092 | 21.28 | 13.52 | -7.76 | — | 1.01 | 0.05 | -0.96 | ||
| 2093 | 21.24 | 13.52 | -7.72 | — | 1.01 | 0.05 | -0.95 | ||
| 2094 | 21.19 | 13.51 | -7.68 | — | 1.01 | 0.05 | -0.95 | ||
| 2095 | 21.15 | 13.51 | -7.64 | — | 1.00 | 0.05 | -0.95 | ||
| 2096 | 21.12 | 13.51 | -7.61 | — | 1.00 | 0.05 | -0.95 | ||
| 2097 | 21.08 | 13.51 | -7.57 | — | 1.00 | 0.05 | -0.95 | ||
| 2098 | 21.06 | 13.51 | -7.55 | — | 1.00 | 0.05 | -0.95 | ||
| 2099 | 21.03 | 13.51 | -7.53 | — | 1.00 | 0.05 | -0.94 | ||
| 2100 | 21.02 | 13.51 | -7.52 | — | 1.00 | 0.05 | -0.94 | ||
| 2101 | 21.02 | 13.50 | -7.51 | — | 1.00 | 0.05 | -0.94 | ||
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 | 18.99% | 13.72% | -5.27% | 2032 | 0.89% | 0.05% | -0.84% | ||
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.