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
202915.7813.06-2.72
92
0.040.00-0.04
203015.7813.07-2.70
74
0.040.00-0.04
203115.7613.09-2.67
56
0.040.00-0.04
203215.7613.09-2.67
39
0.040.00-0.04
203315.7613.13-2.63
22
0.040.00-0.04
203415.7813.14-2.64
6
0.040.00-0.04
203515.8113.17-2.65
—
0.040.00-0.04
203615.9013.17-2.72
—
0.040.00-0.04
203716.0013.18-2.81
—
0.040.00-0.04
203816.0913.19-2.90
—
0.040.00-0.04
203916.1713.20-2.98
—
0.040.00-0.04
204016.2513.20-3.05
—
0.040.00-0.04
204116.3213.21-3.11
—
0.040.00-0.04
204216.3913.21-3.18
—
0.050.00-0.04
204316.4613.22-3.25
—
0.050.00-0.04
204416.5413.22-3.32
—
0.050.00-0.05
204516.6313.23-3.40
—
0.050.00-0.05
204616.6913.23-3.46
—
0.050.00-0.05
204716.7613.23-3.52
—
0.050.00-0.05
204816.8313.24-3.59
—
0.050.00-0.05
204916.9013.24-3.66
—
0.060.00-0.05
205016.9913.25-3.74
—
0.060.00-0.05
205117.0813.26-3.82
—
0.060.00-0.06
205217.1813.26-3.92
—
0.060.00-0.06
205317.3013.27-4.03
—
0.060.00-0.06
205417.4113.28-4.14
—
0.060.00-0.06
205517.5413.28-4.26
—
0.060.00-0.06
205617.6713.29-4.38
—
0.060.00-0.06
205717.8113.30-4.51
—
0.070.00-0.06
205817.9513.31-4.63
—
0.070.00-0.06
205918.0813.32-4.76
—
0.070.00-0.06
206018.2113.33-4.89
—
0.070.00-0.06
206118.3413.34-5.01
—
0.070.00-0.06
206218.4613.34-5.12
—
0.070.00-0.07
206318.5813.35-5.23
—
0.070.00-0.07
206418.7013.36-5.34
—
0.070.00-0.07
206518.8113.37-5.45
—
0.070.00-0.07
206618.9313.37-5.55
—
0.070.00-0.06
206719.0413.38-5.66
—
0.070.00-0.06
206819.1613.39-5.77
—
0.070.00-0.06
206919.2713.40-5.88
—
0.070.00-0.06
207019.3913.40-5.99
—
0.070.00-0.06
207119.5113.41-6.10
—
0.070.00-0.06
207219.6313.42-6.21
—
0.070.00-0.06
207319.7513.43-6.32
—
0.070.00-0.06
207419.8613.43-6.43
—
0.070.00-0.06
207519.9713.44-6.53
—
0.070.00-0.06
207620.0613.45-6.62
—
0.070.00-0.06
207720.1513.45-6.70
—
0.070.00-0.06
207820.2313.46-6.78
—
0.070.00-0.06
207920.3013.46-6.84
—
0.070.00-0.06
208020.3613.47-6.89
—
0.070.00-0.06
208120.4113.47-6.94
—
0.070.00-0.06
208220.4513.47-6.98
—
0.070.00-0.06
208320.4813.47-7.01
—
0.070.00-0.06
208420.5113.48-7.03
—
0.070.00-0.06
208520.5213.48-7.04
—
0.070.00-0.06
208620.5213.48-7.04
—
0.070.00-0.06
208720.5013.48-7.03
—
0.070.00-0.06
208820.4813.48-7.00
—
0.070.00-0.06
208920.4513.48-6.98
—
0.070.00-0.06
209020.4113.47-6.94
—
0.070.00-0.06
209120.3713.47-6.90
—
0.070.00-0.06
209220.3313.47-6.87
—
0.060.00-0.06
209320.2913.47-6.83
—
0.060.00-0.06
209420.2513.46-6.79
—
0.060.00-0.06
209520.2113.46-6.75
—
0.060.00-0.06
209620.1813.46-6.72
—
0.060.00-0.06
209720.1513.46-6.69
—
0.060.00-0.06
209820.1213.46-6.66
—
0.060.00-0.06
209920.1013.46-6.64
—
0.060.00-0.06
210020.0913.46-6.63
—
0.060.00-0.06
210120.0813.46-6.63
—
0.060.00-0.06

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 18.16% 13.68% -4.48% 2034 0.06% 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.