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
202214.3012.93-1.38
231
0.000.000.00
202314.4312.91-1.52
214
0.000.000.00
202414.6412.94-1.69
196
0.000.000.00
202514.8612.96-1.90
178
0.000.000.00
202615.1013.08-2.03
159
0.000.000.00
202715.3613.10-2.26
141
0.000.000.00
202815.6213.14-2.49
122
0.000.000.00
202915.8713.17-2.70
104
-0.00-0.000.00
203016.1113.19-2.92
85
-0.00-0.000.00
203116.2813.21-3.08
66
-0.00-0.000.00
203216.4313.22-3.21
46
-0.00-0.000.00
203316.5513.23-3.32
27
-0.01-0.000.01
203416.6413.24-3.41
7
-0.01-0.000.01
203516.7113.24-3.47
----
-0.02-0.000.02
203616.7713.25-3.52
----
-0.03-0.000.03
203716.8113.25-3.56
----
-0.05-0.000.05
203816.8413.26-3.59
----
-0.07-0.000.07
203916.8613.26-3.60
----
-0.09-0.010.09
204016.8613.26-3.60
----
-0.12-0.010.11
204116.8713.26-3.60
----
-0.15-0.010.14
204216.8513.27-3.59
----
-0.18-0.010.17
204316.8213.26-3.56
----
-0.22-0.010.21
204416.7813.26-3.52
----
-0.26-0.010.25
204516.7413.26-3.48
----
-0.30-0.020.29
204616.7113.26-3.45
----
-0.35-0.020.33
204716.6813.26-3.42
----
-0.40-0.020.38
204816.6413.26-3.39
----
-0.45-0.030.43
204916.6113.26-3.35
----
-0.51-0.030.48
205016.5713.26-3.31
----
-0.57-0.030.53
205116.5313.26-3.28
----
-0.63-0.040.59
205216.5013.26-3.24
----
-0.69-0.040.65
205316.4713.25-3.21
----
-0.75-0.040.71
205416.4313.25-3.18
----
-0.82-0.050.77
205516.4113.25-3.15
----
-0.89-0.050.83
205616.3813.25-3.13
----
-0.96-0.060.90
205716.3613.25-3.11
----
-1.03-0.060.97
205816.3413.25-3.09
----
-1.10-0.061.03
205916.3213.25-3.07
----
-1.17-0.071.10
206016.3113.26-3.05
----
-1.24-0.071.17
206116.2913.26-3.03
----
-1.31-0.081.23
206216.2713.26-3.01
----
-1.38-0.081.30
206316.2513.26-2.99
----
-1.45-0.091.37
206416.2313.26-2.97
----
-1.52-0.091.43
206516.2113.25-2.96
----
-1.59-0.091.50
206616.1913.25-2.94
----
-1.66-0.101.56
206716.1713.25-2.92
----
-1.73-0.101.63
206816.1613.25-2.90
----
-1.80-0.111.69
206916.1413.25-2.89
----
-1.87-0.111.76
207016.1313.25-2.88
----
-1.94-0.111.82
207116.1213.25-2.86
----
-2.00-0.121.88
207216.1113.25-2.85
----
-2.07-0.121.95
207316.0913.25-2.84
----
-2.13-0.132.01
207416.0813.25-2.82
----
-2.19-0.132.06
207516.0613.25-2.81
----
-2.25-0.132.12
207616.0413.25-2.79
----
-2.31-0.142.17
207716.0113.25-2.76
----
-2.36-0.142.22
207815.9813.25-2.72
----
-2.40-0.142.26
207915.9313.25-2.68
----
-2.44-0.152.29
208015.8813.25-2.63
----
-2.47-0.152.33
208115.8213.24-2.58
----
-2.50-0.152.35
208215.7613.24-2.52
----
-2.53-0.152.38
208315.7013.24-2.46
----
-2.55-0.152.40
208415.6313.23-2.39
----
-2.57-0.152.42
208515.5513.23-2.32
----
-2.59-0.152.43
208615.4813.23-2.25
----
-2.60-0.162.44
208715.4013.22-2.18
----
-2.61-0.162.45
208815.3313.22-2.11
----
-2.61-0.162.46
208915.2613.21-2.04
----
-2.61-0.162.46
209015.2013.21-1.99
----
-2.62-0.162.46
209115.1513.20-1.94
----
-2.62-0.162.46
209215.1113.20-1.91
----
-2.63-0.162.47
209315.0813.20-1.88
----
-2.63-0.162.47
209415.0713.20-1.87
----
-2.64-0.162.48
209515.0613.20-1.86
----
-2.64-0.162.48
209615.0613.20-1.86
----
-2.65-0.162.49

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 16.22% 13.71% -2.51% 2034 -1.09% -0.06% 1.03%

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