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
-0.00-0.000.00
202414.6312.94-1.69
196
-0.00-0.000.00
202514.8512.96-1.89
178
-0.00-0.000.00
202615.1013.08-2.02
159
-0.01-0.000.01
202715.3513.10-2.25
141
-0.01-0.000.01
202815.6013.14-2.47
123
-0.02-0.000.02
202915.8413.17-2.67
104
-0.03-0.000.03
203016.0613.19-2.88
85
-0.04-0.000.04
203116.2213.20-3.02
67
-0.06-0.000.06
203216.3513.21-3.14
48
-0.08-0.000.08
203316.4513.22-3.23
29
-0.11-0.010.10
203416.5213.23-3.29
9
-0.13-0.010.13
203516.5813.24-3.34
----
-0.16-0.010.15
203616.6113.24-3.37
----
-0.19-0.010.18
203716.6513.25-3.40
----
-0.21-0.010.20
203816.6813.25-3.43
----
-0.24-0.010.23
203916.6913.25-3.44
----
-0.26-0.010.25
204016.6913.25-3.44
----
-0.29-0.020.27
204116.7113.26-3.45
----
-0.31-0.020.29
204216.7113.26-3.45
----
-0.33-0.020.31
204316.6913.26-3.43
----
-0.35-0.020.33
204416.6813.26-3.42
----
-0.37-0.020.35
204516.6613.26-3.40
----
-0.39-0.020.36
204616.6513.26-3.40
----
-0.40-0.020.38
204716.6613.26-3.40
----
-0.42-0.020.39
204816.6713.26-3.40
----
-0.43-0.020.41
204916.6713.26-3.41
----
-0.45-0.030.42
205016.6813.26-3.41
----
-0.46-0.030.43
205116.6913.27-3.42
----
-0.47-0.030.44
205216.7113.27-3.44
----
-0.48-0.030.45
205316.7313.27-3.46
----
-0.49-0.030.46
205416.7513.27-3.48
----
-0.50-0.030.47
205516.7813.28-3.51
----
-0.51-0.030.48
205616.8213.28-3.54
----
-0.51-0.030.49
205716.8613.28-3.58
----
-0.52-0.030.49
205816.9113.29-3.62
----
-0.53-0.030.50
205916.9613.29-3.67
----
-0.53-0.030.50
206017.0113.30-3.71
----
-0.54-0.030.51
206117.0613.30-3.76
----
-0.54-0.030.51
206217.1113.31-3.80
----
-0.54-0.030.51
206317.1613.31-3.85
----
-0.55-0.030.52
206417.2013.31-3.89
----
-0.55-0.030.52
206517.2513.32-3.93
----
-0.55-0.030.52
206617.3013.32-3.98
----
-0.56-0.030.52
206717.3513.32-4.02
----
-0.56-0.030.53
206817.4013.33-4.07
----
-0.56-0.030.53
206917.4513.33-4.12
----
-0.56-0.030.53
207017.5013.34-4.17
----
-0.56-0.030.53
207117.5613.34-4.21
----
-0.57-0.030.53
207217.6113.34-4.26
----
-0.57-0.030.54
207317.6513.35-4.31
----
-0.57-0.030.54
207417.7013.35-4.35
----
-0.57-0.030.54
207517.7413.36-4.39
----
-0.57-0.030.54
207617.7713.36-4.41
----
-0.58-0.030.54
207717.7913.36-4.43
----
-0.58-0.030.54
207817.8013.36-4.44
----
-0.58-0.030.54
207917.7913.36-4.43
----
-0.58-0.030.55
208017.7713.36-4.41
----
-0.58-0.030.55
208117.7513.36-4.39
----
-0.58-0.030.54
208217.7213.36-4.36
----
-0.58-0.030.54
208317.6713.36-4.32
----
-0.58-0.030.54
208417.6213.35-4.27
----
-0.58-0.030.54
208517.5713.35-4.21
----
-0.57-0.030.54
208617.5013.35-4.16
----
-0.57-0.030.54
208717.4413.34-4.09
----
-0.57-0.030.54
208817.3713.34-4.03
----
-0.57-0.030.54
208917.3013.33-3.97
----
-0.57-0.030.53
209017.2513.33-3.92
----
-0.57-0.030.53
209117.2013.33-3.87
----
-0.56-0.030.53
209217.1713.33-3.84
----
-0.56-0.030.53
209317.1513.33-3.83
----
-0.56-0.030.53
209417.1413.33-3.82
----
-0.56-0.030.53
209517.1413.33-3.81
----
-0.56-0.030.53
209617.1413.33-3.82
----
-0.56-0.030.53

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
2021-2095 16.92% 13.75% -3.17% 2034 -0.39% -0.02% 0.37%

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