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
202515.1512.80-2.35
169
0.000.000.00
202615.2813.04-2.24
149
-0.010.000.01
202715.4613.08-2.37
131
-0.020.000.02
202815.5613.11-2.45
113
-0.030.000.03
202915.6513.14-2.51
96
-0.040.000.04
203015.7513.16-2.59
79
-0.050.000.05
203115.8513.19-2.67
62
-0.060.000.06
203215.9313.21-2.73
45
-0.070.000.07
203315.9913.25-2.74
27
-0.080.000.08
203416.0513.27-2.78
11
-0.100.000.10
203516.1113.28-2.83

-0.120.000.12
203616.1913.29-2.90

-0.140.000.14
203716.2513.30-2.96

-0.160.000.16
203816.3013.30-3.00

-0.190.000.19
203916.3413.31-3.03

-0.210.000.21
204016.3613.32-3.05

-0.240.000.24
204116.3813.32-3.06

-0.26-0.000.26
204216.3813.32-3.06

-0.29-0.000.29
204316.3913.33-3.06

-0.32-0.000.32
204416.3913.33-3.06

-0.35-0.000.35
204516.3813.33-3.05

-0.39-0.000.39
204616.3813.34-3.04

-0.43-0.000.42
204716.3713.34-3.03

-0.46-0.000.46
204816.3713.34-3.03

-0.50-0.000.50
204916.3813.35-3.03

-0.54-0.010.54
205016.3913.35-3.04

-0.58-0.010.58
205116.4013.35-3.04

-0.62-0.010.62
205216.4113.36-3.05

-0.67-0.010.66
205316.4413.36-3.07

-0.71-0.010.70
205416.4713.37-3.10

-0.75-0.010.74
205516.5113.38-3.13

-0.79-0.010.78
205616.5513.38-3.17

-0.83-0.010.82
205716.6113.39-3.22

-0.87-0.010.86
205816.6613.40-3.27

-0.91-0.010.90
205916.7113.40-3.31

-0.95-0.010.93
206016.7613.41-3.35

-0.98-0.010.97
206116.8113.41-3.39

-1.01-0.021.00
206216.8513.42-3.43

-1.05-0.021.03
206316.8813.42-3.46

-1.08-0.021.06
206416.9113.43-3.48

-1.12-0.021.10
206516.9413.43-3.50

-1.16-0.021.14
206616.9713.44-3.53

-1.20-0.021.18
206717.0013.44-3.56

-1.24-0.021.22
206817.0313.45-3.58

-1.28-0.021.26
206917.0613.45-3.60

-1.32-0.021.30
207017.0913.46-3.63

-1.37-0.021.34
207117.1113.47-3.64

-1.42-0.021.40
207217.1313.47-3.66

-1.47-0.021.44
207317.1713.48-3.69

-1.50-0.031.48
207417.2113.48-3.73

-1.53-0.031.51
207517.2513.49-3.76

-1.55-0.031.53
207617.2813.49-3.79

-1.57-0.031.54
207717.3113.49-3.82

-1.58-0.031.55
207817.3413.49-3.84

-1.59-0.031.56
207917.3513.49-3.86

-1.60-0.031.56
208017.3613.49-3.86

-1.60-0.031.57
208117.3613.50-3.86

-1.60-0.031.57
208217.3513.49-3.85

-1.60-0.031.57
208317.3313.49-3.84

-1.60-0.041.57
208417.3113.49-3.82

-1.60-0.041.56
208517.2713.49-3.78

-1.60-0.041.56
208617.2413.49-3.75

-1.58-0.041.55
208717.1913.48-3.71

-1.58-0.041.54
208817.1313.48-3.65

-1.58-0.041.54
208917.0613.47-3.59

-1.58-0.041.54
209016.9913.47-3.52

-1.58-0.041.54
209116.9213.46-3.45

-1.60-0.041.56
209216.8613.46-3.39

-1.61-0.041.57
209316.8013.46-3.34

-1.62-0.041.58
209416.7613.46-3.30

-1.63-0.041.59
209516.7213.45-3.27

-1.64-0.041.60
209616.7013.45-3.25

-1.64-0.041.60
209716.6913.45-3.23

-1.64-0.041.60
209816.6813.45-3.23

-1.65-0.041.61
209916.6813.45-3.23

-1.65-0.041.61
210016.7013.46-3.24

-1.66-0.041.62

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
2025-2099 16.74% 13.77% -2.97% 2034 -0.87% -0.02% 0.85%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2025 Trustees Report.