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Table II.F13. - Comparison of Estimated Income Rates and Cost Rates by Trust Fund and Alternative, Calendar Years 1996-2070
[As a percentage of taxable payroll]
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OASI DI Combined
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Calendar Income Cost Bal- Income Cost Bal- Income Cost Bal-
year rate rate ance rate rate ance rate rate ance
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Intermediate:
1996...... 10.73 10.15 0.58 1.89 1.49 0.40 12.63 11.64 0.98
1997...... 10.92 10.15 .77 1.71 1.54 .17 12.63 11.69 .94
1998...... 10.92 10.13 .79 1.71 1.58 .13 12.63 11.72 .92
1999...... 10.93 10.14 .78 1.71 1.63 .08 12.64 11.77 .87
2000...... 10.83 10.15 .68 1.81 1.68 .13 12.65 11.84 .81
2001...... 10.84 10.16 .68 1.82 1.73 .09 12.65 11.89 .76
2002...... 10.84 10.16 .68 1.82 1.77 .04 12.66 11.93 .72
2003...... 10.84 10.15 .69 1.82 1.82 -.01 12.66 11.97 .69
2004...... 10.85 10.15 .70 1.82 1.88 -.06 12.67 12.03 .64
2005...... 10.85 10.14 .71 1.82 1.93 -.11 12.67 12.07 .61
2010...... 10.92 10.34 .58 1.82 2.11 -.29 12.74 12.46 .29
2015...... 11.01 11.32 -.31 1.83 2.17 -.34 12.84 13.50 -.66
2020...... 11.11 12.73 -1.62 1.83 2.22 -.39 12.94 14.95 -2.02
2025...... 11.19 13.92 -2.72 1.83 2.29 -.45 13.03 16.20 -3.17
2030...... 11.27 14.80 -3.53 1.84 2.29 -.45 13.10 17.08 -3.98
2035...... 11.31 15.14 -3.83 1.84 2.24 -.40 13.15 17.38 -4.23
2040...... 11.33 15.05 -3.71 1.84 2.25 -.41 13.17 17.29 -4.12
2045...... 11.35 14.96 -3.61 1.84 2.35 -.51 13.19 17.31 -4.12
2050...... 11.37 15.10 -3.73 1.84 2.41 -.57 13.21 17.51 -4.30
2055...... 11.40 15.47 -4.07 1.85 2.45 -.61 13.25 17.92 -4.67
2060...... 11.43 15.88 -4.44 1.85 2.43 -.59 13.28 18.31 -5.03
2065...... 11.46 16.17 -4.71 1.85 2.43 -.58 13.30 18.59 -5.29
2070...... 11.47 16.39 -4.91 1.85 2.44 -.60 13.32 18.83 -5.51
Low Cost:
1996...... 10.73 10.06 .67 1.89 1.46 .43 12.62 11.52 1.10
1997...... 10.91 9.90 1.01 1.71 1.46 .25 12.62 11.36 1.26
1998...... 10.91 9.74 1.17 1.71 1.46 .25 12.62 11.20 1.42
1999...... 10.91 9.60 1.32 1.71 1.47 .25 12.63 11.06 1.56
2000...... 10.80 9.46 1.33 1.81 1.48 .34 12.61 10.94 1.67
2001...... 10.82 9.36 1.46 1.81 1.49 .33 12.63 10.85 1.78
2002...... 10.82 9.26 1.56 1.81 1.49 .32 12.63 10.76 1.88
2003...... 10.82 9.18 1.64 1.81 1.51 .30 12.64 10.69 1.94
2004...... 10.82 9.10 1.72 1.81 1.53 .28 12.64 10.63 2.01
2005...... 10.83 9.03 1.80 1.82 1.55 .26 12.64 10.58 2.06
2010...... 10.88 9.16 1.72 1.82 1.63 .19 12.70 10.79 1.91
2015...... 10.96 10.02 .94 1.82 1.65 .17 12.78 11.67 1.11
2020...... 11.03 11.18 -.14 1.82 1.66 .16 12.86 12.84 .02
2025...... 11.10 12.06 -.95 1.83 1.69 .13 12.93 13.75 -.82
2030...... 11.15 12.55 -1.40 1.83 1.67 .15 12.98 14.23 -1.25
2035...... 11.18 12.53 -1.36 1.83 1.62 .21 13.00 14.15 -1.15
2040...... 11.18 12.13 -.95 1.83 1.60 .22 13.01 13.73 -.73
2045...... 11.18 11.76 -.58 1.83 1.65 .18 13.01 13.41 -.40
2050...... 11.18 11.60 -.42 1.83 1.67 .16 13.01 13.27 -.25
2055...... 11.19 11.60 -.41 1.83 1.67 .16 13.02 13.27 -.25
2060...... 11.20 11.61 -.41 1.83 1.65 .18 13.03 13.26 -.22
2065...... 11.20 11.53 -.33 1.83 1.64 .19 13.04 13.18 -.14
2070...... 11.21 11.46 -.25 1.83 1.66 .18 13.04 13.12 -.08
High Cost:
1996...... 10.74 10.31 .43 1.89 1.54 .36 12.63 11.85 .78
1997...... 10.92 10.53 .40 1.71 1.65 .06 12.64 12.18 .46
1998...... 10.93 10.39 .53 1.71 1.70 .01 12.64 12.09 .55
1999...... 10.94 10.69 .24 1.72 1.82 -.11 12.65 12.52 .14
2000...... 10.89 11.06 -.17 1.82 1.97 -.15 12.70 13.03 -.32
2001...... 10.86 11.07 -.22 1.82 2.05 -.23 12.68 13.12 -.44
2002...... 10.86 11.11 -.25 1.82 2.13 -.31 12.68 13.24 -.56
2003...... 10.87 11.17 -.30 1.82 2.22 -.39 12.69 13.38 -.69
2004...... 10.88 11.25 -.37 1.82 2.31 -.49 12.70 13.56 -.86
2005...... 10.88 11.33 -.44 1.82 2.40 -.57 12.71 13.72 -1.02
2010...... 10.97 11.58 -.61 1.83 2.69 -.86 12.80 14.27 -1.47
2015...... 11.07 12.65 -1.58 1.84 2.77 -.93 12.91 15.42 -2.51
2020...... 11.19 14.33 -3.14 1.84 2.89 -1.05 13.03 17.22 -4.19
2025...... 11.30 15.90 -4.60 1.85 3.03 -1.18 13.15 18.93 -5.78
2030...... 11.40 17.27 -5.87 1.85 3.07 -1.22 13.25 20.35 -7.09
2035...... 11.48 18.20 -6.72 1.85 3.05 -1.20 13.33 21.24 -7.92
2040...... 11.53 18.71 -7.18 1.86 3.11 -1.26 13.38 21.82 -8.44
2045...... 11.57 19.20 -7.63 1.86 3.32 -1.46 13.44 22.53 -9.09
2050...... 11.63 19.99 -8.36 1.86 3.48 -1.61 13.50 23.46 -9.97
2055...... 11.71 21.10 -9.39 1.87 3.58 -1.71 13.57 24.68 -11.11
2060...... 11.78 22.35 -10.57 1.87 3.58 -1.71 13.65 25.93 -12.28
2065...... 11.85 23.47 -11.62 1.87 3.56 -1.69 13.72 27.03 -13.31
2070...... 11.91 24.43 -12.52 1.87 3.59 -1.72 13.78 28.02 -14.24
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Notes:
1. The income rate excludes interest income and certain transfers from the
general fund of the Treasury.
2. Totals do not necessarily equal the sums of rounded components.
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