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
202715.6212.85-2.77
131
0.000.000.00
202815.7013.01-2.69
111
0.000.000.00
202915.7413.06-2.67
92
-0.00-0.000.00
203015.7313.07-2.66
74
-0.01-0.000.01
203115.7113.08-2.62
57
-0.01-0.000.01
203215.7013.09-2.61
40
-0.01-0.000.01
203315.7013.13-2.57
24
-0.02-0.000.01
203415.7213.14-2.58
8
-0.02-0.000.02
203515.7513.16-2.59
—
-0.02-0.000.02
203615.8413.17-2.66
—
-0.02-0.000.02
203715.9313.18-2.75
—
-0.02-0.000.02
203816.0213.19-2.84
—
-0.02-0.000.02
203916.1113.19-2.91
—
-0.02-0.000.02
204016.1813.20-2.98
—
-0.02-0.000.02
204116.2513.20-3.05
—
-0.02-0.000.02
204216.3213.21-3.11
—
-0.03-0.000.02
204316.3913.21-3.18
—
-0.03-0.000.03
204416.4613.22-3.25
—
-0.03-0.000.03
204516.5513.22-3.32
—
-0.03-0.000.03
204616.6113.23-3.38
—
-0.03-0.000.03
204716.6713.23-3.44
—
-0.03-0.000.03
204816.7413.23-3.51
—
-0.03-0.000.03
204916.8113.24-3.57
—
-0.03-0.000.03
205016.9013.25-3.65
—
-0.03-0.000.03
205116.9913.25-3.73
—
-0.03-0.000.03
205217.0913.26-3.83
—
-0.03-0.000.03
205317.2013.26-3.94
—
-0.04-0.000.03
205417.3213.27-4.04
—
-0.04-0.000.03
205517.4413.28-4.16
—
-0.04-0.000.03
205617.5713.29-4.28
—
-0.04-0.000.04
205717.7013.30-4.41
—
-0.04-0.000.04
205817.8413.30-4.54
—
-0.04-0.000.04
205917.9813.31-4.66
—
-0.04-0.000.04
206018.1113.32-4.79
—
-0.04-0.000.04
206118.2313.33-4.90
—
-0.04-0.000.04
206218.3613.34-5.02
—
-0.04-0.000.04
206318.4713.35-5.13
—
-0.04-0.000.04
206418.5913.35-5.24
—
-0.04-0.000.04
206518.7013.36-5.34
—
-0.04-0.000.04
206618.8213.37-5.45
—
-0.04-0.000.04
206718.9313.37-5.56
—
-0.04-0.000.04
206819.0513.38-5.67
—
-0.04-0.000.04
206919.1613.39-5.78
—
-0.04-0.000.04
207019.2813.40-5.89
—
-0.04-0.000.04
207119.4013.40-6.00
—
-0.04-0.000.04
207219.5213.41-6.11
—
-0.04-0.000.04
207319.6413.42-6.22
—
-0.04-0.000.04
207419.7513.43-6.33
—
-0.04-0.000.04
207519.8613.43-6.43
—
-0.04-0.000.04
207619.9613.44-6.52
—
-0.04-0.000.04
207720.0513.45-6.60
—
-0.04-0.000.04
207820.1213.45-6.67
—
-0.04-0.000.04
207920.1913.46-6.74
—
-0.04-0.000.04
208020.2513.46-6.79
—
-0.04-0.000.04
208120.3013.46-6.84
—
-0.04-0.000.04
208220.3413.47-6.88
—
-0.04-0.000.04
208320.3813.47-6.91
—
-0.04-0.000.04
208420.4013.47-6.93
—
-0.04-0.000.04
208520.4113.47-6.94
—
-0.04-0.000.04
208620.4113.47-6.94
—
-0.04-0.000.04
208720.4013.47-6.93
—
-0.04-0.000.04
208820.3813.47-6.90
—
-0.04-0.000.04
208920.3513.47-6.88
—
-0.04-0.000.04
209020.3113.47-6.84
—
-0.04-0.000.04
209120.2713.47-6.81
—
-0.04-0.000.04
209220.2313.46-6.77
—
-0.04-0.000.04
209320.1913.46-6.73
—
-0.04-0.000.04
209420.1513.46-6.69
—
-0.04-0.000.04
209520.1113.46-6.65
—
-0.04-0.000.04
209620.0813.45-6.62
—
-0.04-0.000.04
209720.0513.45-6.59
—
-0.04-0.000.04
209820.0213.45-6.57
—
-0.04-0.000.04
209920.0013.45-6.55
—
-0.04-0.000.04
210019.9913.45-6.54
—
-0.04-0.000.04
210119.9813.45-6.53
—
-0.04-0.000.04

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 18.07% 13.68% -4.40% 2034 -0.03% -0.00% 0.03%

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