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
-0.00-0.000.00
202314.4312.94-1.49
217
-0.00-0.000.00
202414.6412.98-1.66
200
-0.00-0.000.00
202514.8713.00-1.88
183
-0.01-0.000.01
202615.1013.12-1.98
165
-0.01-0.000.01
202715.3313.15-2.18
148
-0.02-0.000.02
202815.5513.19-2.37
130
-0.03-0.000.03
202915.7913.22-2.56
113
-0.04-0.000.04
203015.9613.24-2.72
95
-0.06-0.000.06
203116.1013.25-2.85
77
-0.08-0.000.08
203216.2313.26-2.96
59
-0.11-0.010.10
203316.3213.27-3.05
41
-0.13-0.010.13
203416.3913.28-3.11
23
-0.16-0.010.15
203516.4413.28-3.16
5
-0.19-0.010.18
203616.4713.29-3.19
----
-0.21-0.010.20
203716.5013.29-3.21
----
-0.24-0.010.22
203816.5213.29-3.23
----
-0.26-0.010.25
203916.5313.30-3.23
----
-0.29-0.020.27
204016.5413.30-3.24
----
-0.31-0.020.29
204116.5313.30-3.23
----
-0.33-0.020.31
204216.5113.30-3.21
----
-0.35-0.020.33
204316.4813.30-3.19
----
-0.37-0.020.34
204416.4513.30-3.15
----
-0.38-0.020.36
204516.4213.30-3.12
----
-0.40-0.020.37
204616.3913.29-3.09
----
-0.41-0.020.39
204716.3613.29-3.07
----
-0.43-0.030.40
204816.3513.29-3.05
----
-0.44-0.030.41
204916.3313.29-3.04
----
-0.45-0.030.42
205016.3313.30-3.03
----
-0.46-0.030.43
205116.3213.30-3.02
----
-0.47-0.030.44
205216.3313.30-3.03
----
-0.48-0.030.45
205316.3413.30-3.04
----
-0.49-0.030.46
205416.3613.30-3.06
----
-0.50-0.030.47
205516.3913.30-3.08
----
-0.50-0.030.47
205616.4213.31-3.11
----
-0.51-0.030.48
205716.4613.31-3.15
----
-0.52-0.030.48
205816.5113.32-3.19
----
-0.52-0.030.49
205916.5613.32-3.24
----
-0.52-0.030.49
206016.6213.32-3.29
----
-0.53-0.030.50
206116.6713.33-3.34
----
-0.53-0.030.50
206216.7313.33-3.40
----
-0.54-0.030.50
206316.7913.34-3.45
----
-0.54-0.030.51
206416.8513.34-3.51
----
-0.54-0.030.51
206516.9113.35-3.57
----
-0.54-0.030.51
206616.9813.35-3.63
----
-0.55-0.030.51
206717.0413.36-3.69
----
-0.55-0.030.52
206817.1113.36-3.75
----
-0.55-0.030.52
206917.1813.37-3.81
----
-0.56-0.030.52
207017.2513.37-3.87
----
-0.56-0.030.52
207117.3113.38-3.93
----
-0.56-0.030.53
207217.3713.38-3.99
----
-0.56-0.030.53
207317.4213.38-4.04
----
-0.56-0.030.53
207417.4713.39-4.08
----
-0.57-0.030.53
207517.5113.39-4.12
----
-0.57-0.030.53
207617.5513.40-4.15
----
-0.57-0.030.53
207717.5713.40-4.17
----
-0.57-0.030.54
207817.5813.40-4.18
----
-0.57-0.030.54
207917.5813.40-4.18
----
-0.57-0.030.54
208017.5713.40-4.17
----
-0.57-0.030.54
208117.5513.40-4.15
----
-0.57-0.030.54
208217.5213.40-4.13
----
-0.57-0.030.54
208317.5013.40-4.10
----
-0.57-0.030.53
208417.4613.39-4.07
----
-0.57-0.030.53
208517.4313.39-4.04
----
-0.57-0.030.53
208617.3913.39-4.00
----
-0.57-0.030.53
208717.3613.39-3.97
----
-0.57-0.030.53
208817.3313.38-3.95
----
-0.56-0.030.53
208917.3113.38-3.93
----
-0.56-0.030.53
209017.3013.38-3.92
----
-0.56-0.030.53
209117.3013.38-3.92
----
-0.56-0.030.53
209217.3213.38-3.93
----
-0.56-0.030.53
209317.3413.39-3.95
----
-0.56-0.030.53
209417.3713.39-3.98
----
-0.57-0.030.53
209517.4113.39-4.02
----
-0.57-0.030.53

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 16.68% 13.83% -2.85% 2035 -0.38% -0.02% 0.36%

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