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
202013.9213.00-0.92
261
0.000.000.00
202114.0512.90-1.15
248
0.000.000.00
202214.2512.93-1.32
233
0.000.000.00
202314.4312.94-1.49
217
0.000.000.00
202414.6412.98-1.67
200
0.000.000.00
202514.8813.00-1.88
183
0.000.000.00
202615.1113.12-1.99
165
0.000.000.00
202715.3413.15-2.20
148
-0.00-0.000.00
202815.5813.19-2.39
130
-0.01-0.000.01
202915.8213.23-2.59
112
-0.02-0.000.01
203015.9913.24-2.75
94
-0.03-0.000.03
203116.1413.25-2.88
76
-0.05-0.000.05
203216.2613.26-2.99
58
-0.08-0.000.07
203316.3413.27-3.07
40
-0.11-0.000.11
203416.3913.28-3.11
22
-0.16-0.010.15
203516.4213.28-3.13
4
-0.21-0.010.20
203616.4113.29-3.13
----
-0.27-0.010.26
203716.4013.29-3.11
----
-0.34-0.020.33
203816.3713.29-3.08
----
-0.42-0.020.40
203916.3113.29-3.02
----
-0.50-0.020.48
204016.2513.29-2.96
----
-0.60-0.030.57
204116.1613.28-2.88
----
-0.69-0.030.66
204216.0613.28-2.78
----
-0.80-0.040.76
204315.9413.27-2.67
----
-0.91-0.050.86
204415.8113.27-2.54
----
-1.03-0.050.97
204515.6713.26-2.41
----
-1.15-0.061.09
204615.5313.25-2.27
----
-1.27-0.071.21
204715.3913.25-2.14
----
-1.41-0.071.33
204815.2513.24-2.01
----
-1.54-0.081.46
204915.1013.23-1.87
----
-1.68-0.091.59
205014.9613.23-1.74
----
-1.83-0.101.73
205114.8213.22-1.60
----
-1.97-0.111.87
205214.6813.21-1.47
----
-2.12-0.112.01
205314.5513.21-1.35
----
-2.28-0.122.16
205414.4213.20-1.22
----
-2.43-0.132.30
205514.3013.19-1.11
----
-2.59-0.142.45
205614.1813.19-0.99
----
-2.75-0.152.60
205714.0613.18-0.88
----
-2.91-0.162.75
205813.9613.18-0.78
----
-3.07-0.172.90
205913.8513.17-0.68
----
-3.23-0.183.06
206013.7513.17-0.58
----
-3.39-0.193.21
206113.6513.16-0.49
----
-3.55-0.203.36
206213.5513.16-0.40
----
-3.71-0.213.50
206313.4613.16-0.31
----
-3.87-0.223.65
206413.3713.15-0.22
----
-4.02-0.233.80
206513.2813.15-0.13
----
-4.18-0.233.95
206613.1913.14-0.05
----
-4.34-0.244.09
206713.1013.140.04
----
-4.49-0.254.24
206813.0213.130.12
----
-4.65-0.264.38
206912.9313.130.20
----
-4.80-0.274.53
207012.8513.130.28
----
-4.96-0.284.68
207112.7613.120.36
----
-5.11-0.294.82
207212.6713.120.45
----
-5.26-0.304.96
207312.5813.110.54
----
-5.41-0.315.10
207412.4813.110.63
----
-5.55-0.325.24
207512.3813.100.72
----
-5.70-0.325.37
207612.2813.100.82
----
-5.84-0.335.50
207712.1713.090.92
----
-5.97-0.345.63
207812.0513.081.04
----
-6.10-0.355.75
207911.9213.081.15
----
-6.23-0.365.87
208011.7913.071.28
----
-6.34-0.365.98
208111.6613.061.40
----
-6.46-0.376.09
208211.5213.061.53
----
-6.57-0.386.19
208311.3913.051.66
----
-6.68-0.386.30
208411.2513.041.79
----
-6.79-0.396.40
208511.1113.031.92
----
-6.89-0.396.49
208610.9713.022.05
----
-6.99-0.406.59
208710.8313.012.18
----
-7.09-0.416.68
208810.7013.012.31
----
-7.19-0.416.78
208910.5813.002.42
----
-7.30-0.426.88
209010.4612.992.54
----
-7.41-0.426.98
209110.3412.992.64
----
-7.52-0.437.09
209210.2412.982.74
----
-7.64-0.447.20
209310.1412.972.83
----
-7.76-0.457.32
209410.0512.972.92
----
-7.89-0.457.44
20959.9612.963.01
----
-8.02-0.467.56

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
2020-2094 14.15% 13.69% -0.46% 2035 -2.91% -0.16% 2.75%

1 Under current law, the year of Trust Fund reserve depletion is 2035.
Based on Intermediate Assumptions of the 2020 Trustees Report.