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
-0.00-0.000.00
202214.2512.93-1.32
233
-0.00-0.000.00
202314.4312.94-1.49
217
-0.01-0.000.01
202414.6312.98-1.66
200
-0.01-0.000.01
202514.8613.00-1.87
183
-0.02-0.000.02
202615.0813.12-1.96
166
-0.03-0.000.03
202715.3013.15-2.16
149
-0.04-0.000.04
202815.5213.19-2.34
131
-0.06-0.000.06
202915.7513.22-2.53
113
-0.08-0.000.08
203015.9113.24-2.68
96
-0.11-0.010.10
203116.0513.25-2.81
78
-0.13-0.010.13
203216.1713.26-2.91
61
-0.16-0.010.15
203316.2613.27-2.99
43
-0.19-0.010.18
203416.3313.27-3.06
25
-0.22-0.010.21
203516.3813.28-3.10
7
-0.25-0.010.24
203616.4113.28-3.13
----
-0.28-0.020.26
203716.4313.29-3.15
----
-0.31-0.020.29
203816.4513.29-3.16
----
-0.33-0.020.31
203916.4613.29-3.17
----
-0.36-0.020.33
204016.4713.29-3.17
----
-0.38-0.020.36
204116.4613.29-3.16
----
-0.40-0.020.38
204216.4413.29-3.14
----
-0.42-0.030.40
204316.4113.29-3.11
----
-0.44-0.030.42
204416.3713.29-3.08
----
-0.46-0.030.43
204516.3413.29-3.05
----
-0.48-0.030.45
204616.3013.29-3.01
----
-0.50-0.030.47
204716.2713.29-2.99
----
-0.52-0.030.49
204816.2513.29-2.97
----
-0.53-0.030.50
204916.2413.29-2.95
----
-0.55-0.030.52
205016.2213.29-2.94
----
-0.56-0.030.53
205116.2213.29-2.93
----
-0.58-0.040.54
205216.2213.29-2.93
----
-0.59-0.040.55
205316.2313.29-2.94
----
-0.60-0.040.56
205416.2513.29-2.95
----
-0.61-0.040.57
205516.2713.30-2.98
----
-0.62-0.040.58
205616.3013.30-3.00
----
-0.63-0.040.59
205716.3413.30-3.04
----
-0.64-0.040.60
205816.3813.31-3.08
----
-0.64-0.040.60
205916.4313.31-3.12
----
-0.65-0.040.61
206016.4913.32-3.17
----
-0.66-0.040.61
206116.5413.32-3.22
----
-0.66-0.040.62
206216.6013.33-3.28
----
-0.66-0.040.62
206316.6613.33-3.33
----
-0.67-0.040.63
206416.7213.33-3.39
----
-0.67-0.040.63
206516.7813.34-3.44
----
-0.67-0.040.63
206616.8513.34-3.50
----
-0.68-0.040.64
206716.9113.35-3.56
----
-0.68-0.040.64
206816.9813.35-3.63
----
-0.68-0.040.64
206917.0513.36-3.69
----
-0.69-0.040.64
207017.1113.36-3.75
----
-0.69-0.040.65
207117.1813.37-3.81
----
-0.69-0.040.65
207217.2313.37-3.86
----
-0.70-0.040.65
207317.2913.38-3.91
----
-0.70-0.040.66
207417.3313.38-3.95
----
-0.70-0.040.66
207517.3813.38-3.99
----
-0.70-0.040.66
207617.4113.39-4.02
----
-0.70-0.040.66
207717.4313.39-4.05
----
-0.71-0.040.66
207817.4513.39-4.06
----
-0.71-0.040.66
207917.4413.39-4.05
----
-0.71-0.040.66
208017.4313.39-4.04
----
-0.70-0.040.66
208117.4113.39-4.03
----
-0.70-0.040.66
208217.3913.39-4.00
----
-0.70-0.040.66
208317.3713.39-3.98
----
-0.70-0.040.66
208417.3413.38-3.95
----
-0.70-0.040.65
208517.3013.38-3.92
----
-0.70-0.040.65
208617.2713.38-3.88
----
-0.69-0.040.65
208717.2313.38-3.85
----
-0.69-0.040.65
208817.2113.38-3.83
----
-0.69-0.040.65
208917.1913.38-3.81
----
-0.69-0.040.64
209017.1813.37-3.81
----
-0.69-0.040.64
209117.1813.37-3.81
----
-0.69-0.040.64
209217.1913.38-3.82
----
-0.69-0.040.64
209317.2213.38-3.84
----
-0.69-0.040.64
209417.2513.38-3.87
----
-0.69-0.040.64
209517.2813.38-3.90
----
-0.69-0.040.65

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 16.58% 13.82% -2.76% 2035 -0.48% -0.03% 0.45%

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