Detailed Single Year Tables
Description of Proposed Provision:
A6: Starting December 2027, compute the COLA using the Consumer Price Index for the Elderly (CPI-E). We estimate this new computation will increase the annual COLA by about 0.2 percentage point, on average.
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 | 15.62 | 13.11 | -2.51 | 113 | 0.03 | 0.00 | -0.03 | ||
| 2029 | 15.75 | 13.14 | -2.61 | 95 | 0.06 | 0.00 | -0.06 | ||
| 2030 | 15.89 | 13.16 | -2.73 | 77 | 0.09 | 0.00 | -0.09 | ||
| 2031 | 16.03 | 13.19 | -2.84 | 59 | 0.12 | 0.01 | -0.11 | ||
| 2032 | 16.15 | 13.21 | -2.94 | 41 | 0.15 | 0.01 | -0.14 | ||
| 2033 | 16.26 | 13.25 | -3.01 | 23 | 0.19 | 0.01 | -0.18 | ||
| 2034 | 16.35 | 13.28 | -3.08 | 5 | 0.21 | 0.01 | -0.20 | ||
| 2035 | 16.46 | 13.29 | -3.18 | — | 0.23 | 0.01 | -0.22 | ||
| 2036 | 16.58 | 13.30 | -3.28 | — | 0.26 | 0.01 | -0.25 | ||
| 2037 | 16.70 | 13.31 | -3.39 | — | 0.28 | 0.02 | -0.27 | ||
| 2038 | 16.80 | 13.32 | -3.48 | — | 0.31 | 0.02 | -0.29 | ||
| 2039 | 16.88 | 13.33 | -3.55 | — | 0.33 | 0.02 | -0.31 | ||
| 2040 | 16.95 | 13.34 | -3.62 | — | 0.35 | 0.02 | -0.33 | ||
| 2041 | 17.02 | 13.34 | -3.67 | — | 0.37 | 0.02 | -0.35 | ||
| 2042 | 17.06 | 13.35 | -3.72 | — | 0.39 | 0.02 | -0.37 | ||
| 2043 | 17.11 | 13.35 | -3.76 | — | 0.40 | 0.02 | -0.38 | ||
| 2044 | 17.16 | 13.36 | -3.81 | — | 0.42 | 0.02 | -0.39 | ||
| 2045 | 17.21 | 13.36 | -3.85 | — | 0.43 | 0.03 | -0.41 | ||
| 2046 | 17.25 | 13.37 | -3.88 | — | 0.45 | 0.03 | -0.42 | ||
| 2047 | 17.29 | 13.37 | -3.92 | — | 0.46 | 0.03 | -0.43 | ||
| 2048 | 17.34 | 13.38 | -3.97 | — | 0.47 | 0.03 | -0.44 | ||
| 2049 | 17.40 | 13.38 | -4.02 | — | 0.48 | 0.03 | -0.45 | ||
| 2050 | 17.46 | 13.39 | -4.07 | — | 0.48 | 0.03 | -0.46 | ||
| 2051 | 17.51 | 13.39 | -4.12 | — | 0.49 | 0.03 | -0.46 | ||
| 2052 | 17.58 | 13.40 | -4.18 | — | 0.50 | 0.03 | -0.47 | ||
| 2053 | 17.65 | 13.40 | -4.25 | — | 0.51 | 0.03 | -0.48 | ||
| 2054 | 17.73 | 13.41 | -4.32 | — | 0.51 | 0.03 | -0.48 | ||
| 2055 | 17.82 | 13.42 | -4.40 | — | 0.52 | 0.03 | -0.49 | ||
| 2056 | 17.91 | 13.42 | -4.48 | — | 0.52 | 0.03 | -0.49 | ||
| 2057 | 18.00 | 13.43 | -4.57 | — | 0.53 | 0.03 | -0.49 | ||
| 2058 | 18.10 | 13.44 | -4.66 | — | 0.53 | 0.03 | -0.50 | ||
| 2059 | 18.20 | 13.45 | -4.75 | — | 0.54 | 0.03 | -0.50 | ||
| 2060 | 18.28 | 13.46 | -4.83 | — | 0.54 | 0.03 | -0.51 | ||
| 2061 | 18.36 | 13.46 | -4.90 | — | 0.54 | 0.03 | -0.51 | ||
| 2062 | 18.44 | 13.47 | -4.97 | — | 0.55 | 0.03 | -0.51 | ||
| 2063 | 18.52 | 13.48 | -5.04 | — | 0.55 | 0.03 | -0.52 | ||
| 2064 | 18.59 | 13.48 | -5.10 | — | 0.56 | 0.03 | -0.52 | ||
| 2065 | 18.66 | 13.49 | -5.17 | — | 0.56 | 0.03 | -0.53 | ||
| 2066 | 18.73 | 13.49 | -5.24 | — | 0.57 | 0.03 | -0.53 | ||
| 2067 | 18.81 | 13.50 | -5.31 | — | 0.57 | 0.04 | -0.53 | ||
| 2068 | 18.88 | 13.51 | -5.37 | — | 0.57 | 0.04 | -0.54 | ||
| 2069 | 18.96 | 13.51 | -5.45 | — | 0.58 | 0.04 | -0.54 | ||
| 2070 | 19.04 | 13.52 | -5.52 | — | 0.58 | 0.04 | -0.55 | ||
| 2071 | 19.12 | 13.53 | -5.59 | — | 0.59 | 0.04 | -0.55 | ||
| 2072 | 19.19 | 13.53 | -5.66 | — | 0.59 | 0.04 | -0.55 | ||
| 2073 | 19.27 | 13.54 | -5.73 | — | 0.59 | 0.04 | -0.56 | ||
| 2074 | 19.34 | 13.54 | -5.80 | — | 0.60 | 0.04 | -0.56 | ||
| 2075 | 19.40 | 13.55 | -5.85 | — | 0.60 | 0.04 | -0.57 | ||
| 2076 | 19.46 | 13.55 | -5.90 | — | 0.61 | 0.04 | -0.57 | ||
| 2077 | 19.50 | 13.56 | -5.94 | — | 0.61 | 0.04 | -0.57 | ||
| 2078 | 19.54 | 13.56 | -5.98 | — | 0.61 | 0.04 | -0.57 | ||
| 2079 | 19.56 | 13.56 | -6.00 | — | 0.62 | 0.04 | -0.58 | ||
| 2080 | 19.57 | 13.57 | -6.01 | — | 0.62 | 0.04 | -0.58 | ||
| 2081 | 19.58 | 13.57 | -6.01 | — | 0.62 | 0.04 | -0.58 | ||
| 2082 | 19.57 | 13.57 | -6.00 | — | 0.62 | 0.04 | -0.58 | ||
| 2083 | 19.56 | 13.57 | -5.99 | — | 0.62 | 0.04 | -0.58 | ||
| 2084 | 19.53 | 13.57 | -5.96 | — | 0.62 | 0.04 | -0.58 | ||
| 2085 | 19.49 | 13.57 | -5.93 | — | 0.62 | 0.04 | -0.59 | ||
| 2086 | 19.45 | 13.56 | -5.88 | — | 0.62 | 0.04 | -0.59 | ||
| 2087 | 19.39 | 13.56 | -5.83 | — | 0.62 | 0.04 | -0.59 | ||
| 2088 | 19.33 | 13.56 | -5.77 | — | 0.62 | 0.04 | -0.59 | ||
| 2089 | 19.27 | 13.55 | -5.71 | — | 0.62 | 0.04 | -0.59 | ||
| 2090 | 19.20 | 13.55 | -5.65 | — | 0.62 | 0.04 | -0.58 | ||
| 2091 | 19.14 | 13.54 | -5.60 | — | 0.62 | 0.04 | -0.58 | ||
| 2092 | 19.09 | 13.54 | -5.55 | — | 0.62 | 0.04 | -0.58 | ||
| 2093 | 19.04 | 13.54 | -5.50 | — | 0.62 | 0.04 | -0.58 | ||
| 2094 | 19.00 | 13.54 | -5.47 | — | 0.62 | 0.04 | -0.58 | ||
| 2095 | 18.98 | 13.53 | -5.44 | — | 0.62 | 0.04 | -0.58 | ||
| 2096 | 18.96 | 13.53 | -5.43 | — | 0.62 | 0.04 | -0.58 | ||
| 2097 | 18.95 | 13.53 | -5.42 | — | 0.62 | 0.04 | -0.58 | ||
| 2098 | 18.95 | 13.53 | -5.41 | — | 0.62 | 0.04 | -0.58 | ||
| 2099 | 18.95 | 13.53 | -5.42 | — | 0.62 | 0.04 | -0.58 | ||
| 2100 | 18.97 | 13.53 | -5.44 | — | 0.62 | 0.04 | -0.58 | ||
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 | 18.07% | 13.81% | -4.25% | 2034 | 0.46% | 0.03% | -0.43% | ||
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.