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
0.000.00-0.00
202514.8612.96-1.90
178
0.000.00-0.00
202615.1113.08-2.03
159
0.000.00-0.00
202715.3713.10-2.27
141
0.010.00-0.01
202815.6313.14-2.49
122
0.010.00-0.01
202915.8813.17-2.71
103
0.010.00-0.01
203016.1213.19-2.93
84
0.020.00-0.01
203116.3013.21-3.10
65
0.020.00-0.02
203216.4613.22-3.24
46
0.020.00-0.02
203316.5813.23-3.35
26
0.020.00-0.02
203416.6813.24-3.45
7
0.030.00-0.03
203516.7613.25-3.52
----
0.030.00-0.03
203616.8313.25-3.58
----
0.030.00-0.03
203716.8913.26-3.64
----
0.030.00-0.03
203816.9513.26-3.68
----
0.030.00-0.03
203916.9913.27-3.72
----
0.040.00-0.03
204017.0113.27-3.74
----
0.040.00-0.04
204117.0613.28-3.78
----
0.040.00-0.04
204217.0813.28-3.80
----
0.040.00-0.04
204317.0813.28-3.80
----
0.040.00-0.04
204417.0913.28-3.81
----
0.040.00-0.04
204517.0913.28-3.81
----
0.040.00-0.04
204617.1013.28-3.82
----
0.040.00-0.04
204717.1213.29-3.83
----
0.040.00-0.04
204817.1413.29-3.85
----
0.040.00-0.04
204917.1613.29-3.87
----
0.050.00-0.04
205017.1813.29-3.89
----
0.050.00-0.04
205117.2113.30-3.91
----
0.050.00-0.04
205217.2313.30-3.93
----
0.050.00-0.04
205317.2613.30-3.96
----
0.050.00-0.04
205417.3013.30-3.99
----
0.040.00-0.04
205517.3413.31-4.03
----
0.040.00-0.04
205617.3813.31-4.07
----
0.040.00-0.04
205717.4313.32-4.11
----
0.040.00-0.04
205817.4813.32-4.16
----
0.040.00-0.04
205917.5313.33-4.21
----
0.040.00-0.04
206017.5913.33-4.26
----
0.040.00-0.04
206117.6413.33-4.30
----
0.040.00-0.04
206217.6913.34-4.35
----
0.040.00-0.04
206317.7413.34-4.40
----
0.040.00-0.03
206417.7913.35-4.44
----
0.030.00-0.03
206517.8413.35-4.48
----
0.030.00-0.03
206617.8913.36-4.53
----
0.030.00-0.03
206717.9313.36-4.58
----
0.030.00-0.03
206817.9913.36-4.62
----
0.030.00-0.03
206918.0413.37-4.67
----
0.030.00-0.03
207018.1013.37-4.72
----
0.030.00-0.03
207118.1513.38-4.77
----
0.030.00-0.02
207218.2013.38-4.82
----
0.030.00-0.02
207318.2513.38-4.87
----
0.020.00-0.02
207418.3013.39-4.91
----
0.020.00-0.02
207518.3413.39-4.95
----
0.020.00-0.02
207618.3713.39-4.98
----
0.020.00-0.02
207718.3913.40-4.99
----
0.020.00-0.02
207818.3913.40-5.00
----
0.020.00-0.02
207918.3913.40-4.99
----
0.020.00-0.02
208018.3713.40-4.97
----
0.020.00-0.02
208118.3413.40-4.95
----
0.020.00-0.01
208218.3113.39-4.92
----
0.010.00-0.01
208318.2613.39-4.87
----
0.010.00-0.01
208418.2113.39-4.82
----
0.010.00-0.01
208518.1513.39-4.77
----
0.010.00-0.01
208618.0913.38-4.71
----
0.010.00-0.01
208718.0213.38-4.64
----
0.010.00-0.01
208817.9513.37-4.57
----
0.010.00-0.01
208917.8813.37-4.51
----
0.010.00-0.01
209017.8213.36-4.46
----
0.010.00-0.01
209117.7713.36-4.41
----
0.010.00-0.01
209217.7413.36-4.38
----
0.010.00-0.01
209317.7213.36-4.36
----
0.010.00-0.01
209417.7113.36-4.35
----
0.010.00-0.01
209517.7113.36-4.35
----
0.010.00-0.01
209617.7113.36-4.35
----
0.010.00-0.01

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 17.34% 13.78% -3.56% 2034 0.03% 0.00% -0.02%

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