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
202615.3712.91-2.45
151
0.000.000.00
202715.6812.85-2.82
131
0.060.00-0.06
202815.7613.01-2.75
110
0.060.00-0.05
202915.8013.06-2.73
91
0.060.00-0.05
203015.7913.08-2.72
73
0.050.00-0.05
203115.7713.09-2.69
55
0.050.00-0.05
203215.7713.09-2.67
38
0.050.00-0.05
203315.7713.13-2.64
21
0.050.00-0.05
203415.7913.14-2.65
5
0.050.00-0.05
203515.8213.17-2.65
—
0.050.00-0.05
203615.9013.17-2.73
—
0.050.00-0.05
203716.0013.18-2.82
—
0.050.00-0.05
203816.0913.19-2.90
—
0.050.00-0.05
203916.1813.20-2.98
—
0.050.00-0.05
204016.2513.20-3.05
—
0.050.00-0.04
204116.3213.21-3.11
—
0.050.00-0.04
204216.3913.21-3.18
—
0.050.00-0.04
204316.4613.21-3.24
—
0.050.00-0.04
204416.5413.22-3.32
—
0.050.00-0.04
204516.6213.23-3.39
—
0.050.00-0.04
204616.6813.23-3.45
—
0.050.00-0.04
204716.7513.23-3.51
—
0.050.00-0.04
204816.8213.24-3.58
—
0.050.00-0.04
204916.8913.24-3.65
—
0.050.00-0.04
205016.9713.25-3.73
—
0.050.00-0.04
205117.0713.25-3.81
—
0.050.00-0.04
205217.1713.26-3.91
—
0.050.00-0.04
205317.2813.27-4.01
—
0.050.00-0.04
205417.4013.28-4.12
—
0.050.00-0.04
205517.5213.28-4.24
—
0.050.00-0.05
205617.6613.29-4.36
—
0.050.00-0.05
205717.7913.30-4.49
—
0.050.00-0.05
205817.9313.31-4.62
—
0.050.00-0.05
205918.0613.32-4.75
—
0.050.00-0.05
206018.2013.33-4.87
—
0.050.00-0.05
206118.3213.33-4.99
—
0.050.00-0.05
206218.4513.34-5.10
—
0.050.00-0.05
206318.5613.35-5.21
—
0.050.00-0.05
206418.6813.36-5.32
—
0.050.00-0.05
206518.7913.36-5.43
—
0.050.00-0.05
206618.9113.37-5.54
—
0.050.00-0.05
206719.0213.38-5.64
—
0.050.00-0.05
206819.1413.39-5.75
—
0.050.00-0.05
206919.2513.39-5.86
—
0.050.00-0.05
207019.3713.40-5.97
—
0.050.00-0.05
207119.4913.41-6.08
—
0.050.00-0.05
207219.6113.42-6.19
—
0.050.00-0.05
207319.7313.42-6.30
—
0.050.00-0.05
207419.8413.43-6.41
—
0.050.00-0.05
207519.9513.44-6.51
—
0.050.00-0.05
207620.0413.44-6.60
—
0.050.00-0.05
207720.1313.45-6.68
—
0.050.00-0.05
207820.2113.46-6.76
—
0.050.00-0.05
207920.2813.46-6.82
—
0.050.00-0.05
208020.3413.46-6.87
—
0.050.00-0.05
208120.3913.47-6.92
—
0.050.00-0.05
208220.4313.47-6.96
—
0.050.00-0.05
208320.4613.47-6.99
—
0.050.00-0.05
208420.4913.48-7.01
—
0.050.00-0.05
208520.5013.48-7.02
—
0.050.00-0.05
208620.5013.48-7.02
—
0.050.00-0.05
208720.4813.48-7.01
—
0.050.00-0.05
208820.4613.48-6.99
—
0.050.00-0.05
208920.4313.47-6.96
—
0.050.00-0.05
209020.4013.47-6.92
—
0.050.00-0.05
209120.3613.47-6.89
—
0.050.00-0.05
209220.3213.47-6.85
—
0.050.00-0.05
209320.2813.47-6.81
—
0.050.00-0.05
209420.2413.46-6.77
—
0.050.00-0.05
209520.2013.46-6.74
—
0.050.00-0.05
209620.1613.46-6.70
—
0.050.00-0.05
209720.1313.46-6.67
—
0.050.00-0.05
209820.1113.46-6.65
—
0.050.00-0.05
209920.0813.45-6.63
—
0.050.00-0.05
210020.0713.45-6.62
—
0.050.00-0.05
210120.0713.45-6.61
—
0.050.00-0.05

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
2026-2100 18.15% 13.68% -4.47% 2034 0.05% 0.00% -0.05%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2026 Trustees Report.