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
202114.1112.31-1.81
253
0.000.000.00
202214.2612.93-1.34
232
-0.040.000.04
202314.3512.92-1.43
215
-0.080.010.08
202414.5212.95-1.56
198
-0.120.010.13
202514.6912.97-1.72
182
-0.170.010.18
202614.9013.09-1.81
164
-0.200.010.21
202715.0713.11-1.95
148
-0.300.010.31
202815.2413.15-2.09
131
-0.390.010.40
202915.4113.18-2.22
115
-0.460.010.48
203015.5813.21-2.37
99
-0.530.010.55
203115.6913.22-2.47
82
-0.590.010.61
203215.7913.23-2.56
66
-0.640.010.65
203315.8713.24-2.63
50
-0.690.010.70
203415.9313.24-2.69
33
-0.720.010.73
203515.9813.25-2.74
17
-0.750.000.76
203616.0313.25-2.78
0
-0.770.000.77
203716.0813.26-2.82
----
-0.79-0.000.79
203816.1113.26-2.85
----
-0.81-0.000.80
203916.1313.26-2.87
----
-0.82-0.000.82
204016.1313.26-2.87
----
-0.84-0.010.84
204116.1513.27-2.89
----
-0.86-0.010.86
204216.1613.27-2.89
----
-0.88-0.010.87
204316.1413.27-2.87
----
-0.90-0.010.89
204416.1213.27-2.85
----
-0.92-0.010.91
204516.1113.27-2.84
----
-0.94-0.010.93
204616.0913.27-2.83
----
-0.96-0.010.95
204716.1013.27-2.82
----
-0.98-0.010.97
204816.1013.27-2.83
----
-1.00-0.010.99
204916.1013.27-2.83
----
-1.02-0.011.00
205016.1013.28-2.83
----
-1.04-0.021.02
205116.1113.28-2.83
----
-1.05-0.021.04
205216.1213.28-2.84
----
-1.07-0.021.05
205316.1413.28-2.85
----
-1.08-0.021.07
205416.1613.28-2.87
----
-1.09-0.021.08
205516.1913.29-2.90
----
-1.10-0.021.09
205616.2313.29-2.94
----
-1.11-0.021.09
205716.2713.30-2.97
----
-1.11-0.021.10
205816.3213.30-3.02
----
-1.12-0.021.10
205916.3713.30-3.07
----
-1.12-0.021.10
206016.4313.31-3.12
----
-1.12-0.021.10
206116.4813.31-3.17
----
-1.12-0.021.10
206216.5313.32-3.22
----
-1.12-0.021.10
206316.5813.32-3.26
----
-1.12-0.021.10
206416.6313.33-3.31
----
-1.12-0.021.10
206516.6813.33-3.35
----
-1.12-0.021.10
206616.7413.33-3.40
----
-1.12-0.021.10
206716.7913.34-3.45
----
-1.12-0.021.10
206816.8413.34-3.50
----
-1.12-0.021.10
206916.8913.34-3.54
----
-1.12-0.021.10
207016.9413.35-3.59
----
-1.13-0.021.11
207116.9913.35-3.64
----
-1.13-0.021.11
207217.0413.36-3.68
----
-1.13-0.021.11
207317.0913.36-3.73
----
-1.13-0.021.11
207417.1413.37-3.78
----
-1.13-0.021.11
207517.1913.37-3.82
----
-1.13-0.021.11
207617.2213.37-3.85
----
-1.13-0.021.11
207717.2513.37-3.87
----
-1.12-0.021.10
207817.2613.37-3.88
----
-1.12-0.021.10
207917.2613.37-3.88
----
-1.11-0.021.09
208017.2513.37-3.87
----
-1.11-0.021.08
208117.2313.37-3.86
----
-1.10-0.021.08
208217.2013.37-3.83
----
-1.09-0.021.07
208317.1613.37-3.80
----
-1.09-0.021.06
208417.1213.36-3.75
----
-1.08-0.021.06
208517.0713.36-3.70
----
-1.07-0.021.05
208617.0113.36-3.66
----
-1.06-0.021.04
208716.9513.35-3.60
----
-1.06-0.021.03
208816.8813.35-3.53
----
-1.05-0.021.03
208916.8213.34-3.47
----
-1.05-0.021.03
209016.7613.34-3.42
----
-1.05-0.021.03
209116.7113.34-3.37
----
-1.06-0.021.04
209216.6713.34-3.33
----
-1.07-0.021.04
209316.6413.34-3.31
----
-1.07-0.021.05
209416.6313.34-3.29
----
-1.08-0.021.05
209516.6213.34-3.29
----
-1.08-0.021.06
209616.6213.34-3.29
----
-1.08-0.021.06

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
2021-2095 16.41% 13.77% -2.65% 2036 -0.90% -0.01% 0.89%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2021 Trustees Report.