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
202314.4312.71-1.72
214
0.00-0.20-0.20
202414.6412.74-1.90
195
0.00-0.20-0.20
202514.8612.76-2.10
175
0.00-0.20-0.20
202615.1112.83-2.28
155
0.00-0.25-0.25
202715.3612.85-2.51
136
0.00-0.25-0.25
202815.6312.89-2.73
116
0.00-0.25-0.25
202915.8712.93-2.95
96
0.00-0.24-0.25
203016.1112.95-3.16
75
0.00-0.24-0.24
203116.2912.97-3.32
55
0.00-0.24-0.24
203216.4412.99-3.45
35
0.00-0.23-0.23
203316.5613.00-3.56
14
0.00-0.22-0.23
203416.6613.02-3.64
----
0.00-0.22-0.22
203516.7413.03-3.70
----
0.00-0.21-0.21
203616.8013.05-3.76
----
0.00-0.20-0.21
203716.8613.06-3.80
----
0.00-0.20-0.20
203816.9113.07-3.84
----
0.00-0.19-0.19
203916.9513.08-3.87
----
0.00-0.18-0.18
204016.9813.09-3.89
----
0.00-0.18-0.18
204117.0213.10-3.92
----
0.00-0.17-0.17
204217.0413.11-3.93
----
0.00-0.16-0.16
204317.0413.12-3.92
----
0.00-0.16-0.16
204417.0513.13-3.92
----
0.00-0.15-0.15
204517.0513.14-3.91
----
0.00-0.14-0.14
204617.0613.14-3.91
----
0.00-0.14-0.14
204717.0813.15-3.92
----
0.00-0.13-0.13
204817.1013.16-3.94
----
0.00-0.12-0.13
204917.1213.17-3.95
----
0.00-0.12-0.12
205017.1413.18-3.96
----
0.00-0.11-0.11
205117.1613.18-3.98
----
0.00-0.11-0.11
205217.1913.19-4.00
----
0.00-0.10-0.10
205317.2213.20-4.02
----
0.00-0.10-0.10
205417.2513.21-4.04
----
0.00-0.09-0.09
205517.2913.22-4.08
----
0.00-0.09-0.09
205617.3413.23-4.11
----
0.00-0.08-0.08
205717.3813.23-4.15
----
0.00-0.08-0.08
205817.4413.24-4.19
----
0.00-0.08-0.08
205917.4913.25-4.24
----
0.00-0.07-0.07
206017.5513.26-4.29
----
0.00-0.07-0.07
206117.6013.27-4.33
----
0.00-0.06-0.06
206217.6513.28-4.38
----
0.00-0.06-0.06
206317.7013.28-4.42
----
0.00-0.06-0.06
206417.7513.29-4.46
----
0.00-0.05-0.06
206517.8013.30-4.51
----
0.00-0.05-0.05
206617.8513.30-4.55
----
0.00-0.05-0.05
206717.9013.31-4.59
----
0.00-0.05-0.05
206817.9613.32-4.64
----
0.00-0.04-0.04
206918.0113.32-4.69
----
0.00-0.04-0.04
207018.0713.33-4.74
----
0.00-0.04-0.04
207118.1213.34-4.79
----
0.00-0.04-0.04
207218.1713.34-4.83
----
0.00-0.04-0.04
207318.2313.35-4.88
----
0.00-0.03-0.03
207418.2713.35-4.92
----
0.00-0.03-0.03
207518.3213.36-4.96
----
0.00-0.03-0.03
207618.3513.36-4.99
----
0.00-0.03-0.03
207718.3713.37-5.00
----
0.00-0.03-0.03
207818.3813.37-5.01
----
0.00-0.03-0.03
207918.3713.37-5.00
----
0.00-0.02-0.02
208018.3513.37-4.98
----
0.00-0.02-0.02
208118.3313.37-4.95
----
0.00-0.02-0.02
208218.2913.37-4.92
----
0.00-0.02-0.02
208318.2513.37-4.88
----
0.00-0.02-0.02
208418.2013.37-4.83
----
0.00-0.02-0.02
208518.1413.37-4.77
----
0.00-0.02-0.02
208618.0813.36-4.71
----
0.00-0.02-0.02
208718.0113.36-4.65
----
0.00-0.02-0.02
208817.9413.36-4.58
----
0.00-0.01-0.01
208917.8713.35-4.52
----
0.00-0.01-0.01
209017.8113.35-4.46
----
0.00-0.01-0.01
209117.7713.35-4.42
----
0.00-0.01-0.01
209217.7313.35-4.38
----
0.00-0.01-0.01
209317.7113.35-4.37
----
0.00-0.01-0.01
209417.7013.35-4.36
----
0.00-0.01-0.01
209517.7013.35-4.35
----
0.00-0.01-0.01
209617.7113.35-4.36
----
0.00-0.01-0.01

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 17.31% 13.67% -3.64% 2033 0.00% -0.11% -0.11%

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