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
202715.3513.15-2.20
148
0.000.000.00
202815.5813.19-2.39
130
0.000.000.00
202915.8313.23-2.61
112
-0.00-0.000.00
203016.0213.24-2.78
94
-0.00-0.000.00
203116.1813.26-2.93
76
-0.00-0.000.00
203216.3313.27-3.06
58
-0.01-0.000.01
203316.4413.28-3.16
39
-0.01-0.000.01
203416.5313.28-3.24
20
-0.02-0.000.02
203516.5913.29-3.30
1
-0.03-0.000.03
203616.6413.30-3.34
----
-0.05-0.000.05
203716.6713.30-3.37
----
-0.07-0.000.06
203816.6913.30-3.39
----
-0.09-0.010.09
203916.6913.31-3.39
----
-0.12-0.010.11
204016.6913.31-3.38
----
-0.16-0.010.15
204116.6713.31-3.36
----
-0.19-0.010.18
204216.6313.30-3.32
----
-0.23-0.010.22
204316.5713.30-3.27
----
-0.28-0.020.26
204416.5113.30-3.21
----
-0.33-0.020.31
204516.4413.30-3.14
----
-0.38-0.020.35
204616.3713.29-3.08
----
-0.43-0.030.41
204716.3013.29-3.01
----
-0.49-0.030.46
204816.2413.29-2.95
----
-0.55-0.030.52
204916.1713.28-2.88
----
-0.62-0.040.58
205016.1013.28-2.82
----
-0.68-0.040.64
205116.0413.28-2.76
----
-0.75-0.050.71
205215.9813.28-2.71
----
-0.83-0.050.77
205315.9313.27-2.66
----
-0.90-0.050.84
205415.8813.27-2.61
----
-0.97-0.060.91
205515.8413.27-2.57
----
-1.05-0.060.99
205615.8013.27-2.53
----
-1.13-0.071.06
205715.7713.27-2.50
----
-1.21-0.071.14
205815.7413.27-2.47
----
-1.29-0.081.21
205915.7113.27-2.45
----
-1.37-0.081.29
206015.6913.27-2.42
----
-1.45-0.091.36
206115.6713.27-2.40
----
-1.54-0.091.44
206215.6513.27-2.38
----
-1.62-0.101.52
206315.6313.27-2.36
----
-1.70-0.101.59
206415.6113.27-2.35
----
-1.78-0.111.67
206515.6013.27-2.33
----
-1.86-0.111.74
206615.5813.27-2.32
----
-1.94-0.121.82
206715.5713.27-2.31
----
-2.02-0.131.90
206815.5613.27-2.30
----
-2.10-0.131.97
206915.5513.27-2.28
----
-2.18-0.142.05
207015.5413.27-2.27
----
-2.27-0.142.12
207115.5213.26-2.26
----
-2.35-0.152.20
207215.5013.26-2.24
----
-2.42-0.152.27
207315.4813.26-2.22
----
-2.50-0.162.35
207415.4513.26-2.19
----
-2.58-0.162.42
207515.4213.26-2.16
----
-2.66-0.172.49
207615.3813.26-2.12
----
-2.73-0.172.56
207715.3313.26-2.08
----
-2.81-0.172.63
207815.2813.25-2.02
----
-2.88-0.182.70
207915.2113.25-1.96
----
-2.94-0.182.76
208015.1313.25-1.89
----
-3.00-0.192.82
208115.0513.24-1.81
----
-3.06-0.192.87
208214.9713.24-1.73
----
-3.12-0.192.93
208314.8913.23-1.66
----
-3.18-0.202.98
208414.8013.23-1.57
----
-3.23-0.203.03
208514.7113.22-1.49
----
-3.29-0.213.08
208614.6213.22-1.41
----
-3.34-0.213.13
208714.5413.21-1.33
----
-3.39-0.213.18
208814.4613.20-1.25
----
-3.44-0.223.22
208914.3813.20-1.18
----
-3.49-0.223.27
209014.3213.20-1.12
----
-3.55-0.223.32
209114.2613.19-1.07
----
-3.60-0.233.38
209214.2213.19-1.03
----
-3.66-0.233.43
209314.1813.19-0.99
----
-3.73-0.233.49
209414.1513.18-0.96
----
-3.79-0.243.55
209514.1213.18-0.93
----
-3.86-0.243.62

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 15.75% 13.77% -1.98% 2035 -1.31% -0.08% 1.23%

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