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
-0.00-0.000.00
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
-0.01-0.000.01
202615.0913.08-2.01
160
-0.02-0.000.02
202715.3413.10-2.24
141
-0.03-0.000.02
202815.5813.14-2.45
123
-0.04-0.000.04
202915.8113.17-2.65
105
-0.06-0.000.05
203016.0313.19-2.84
86
-0.08-0.000.07
203116.1813.20-2.98
67
-0.10-0.010.10
203216.3113.21-3.10
49
-0.13-0.010.12
203316.4013.22-3.18
30
-0.16-0.010.15
203416.4713.23-3.25
11
-0.18-0.010.17
203516.5213.23-3.29
----
-0.21-0.010.20
203616.5613.24-3.32
----
-0.24-0.010.23
203716.5913.24-3.35
----
-0.27-0.020.25
203816.6213.25-3.37
----
-0.29-0.020.28
203916.6313.25-3.38
----
-0.32-0.020.30
204016.6313.25-3.38
----
-0.34-0.020.32
204116.6513.25-3.40
----
-0.37-0.020.35
204216.6513.25-3.40
----
-0.39-0.020.37
204316.6313.25-3.38
----
-0.41-0.020.39
204416.6113.25-3.36
----
-0.43-0.020.41
204516.6013.25-3.34
----
-0.45-0.030.43
204616.5913.25-3.33
----
-0.47-0.030.44
204716.5913.26-3.33
----
-0.49-0.030.46
204816.5913.26-3.33
----
-0.51-0.030.48
204916.5913.26-3.33
----
-0.53-0.030.50
205016.5913.26-3.33
----
-0.54-0.030.51
205116.6013.26-3.34
----
-0.56-0.030.53
205216.6113.26-3.35
----
-0.57-0.030.54
205316.6313.26-3.37
----
-0.59-0.030.55
205416.6513.27-3.39
----
-0.60-0.040.57
205516.6813.27-3.41
----
-0.61-0.040.58
205616.7113.27-3.44
----
-0.62-0.040.59
205716.7513.28-3.48
----
-0.63-0.040.59
205816.8013.28-3.52
----
-0.64-0.040.60
205916.8413.29-3.56
----
-0.65-0.040.61
206016.8913.29-3.60
----
-0.65-0.040.61
206116.9413.29-3.65
----
-0.66-0.040.62
206216.9913.30-3.69
----
-0.66-0.040.62
206317.0413.30-3.73
----
-0.67-0.040.63
206417.0813.31-3.78
----
-0.67-0.040.63
206517.1313.31-3.82
----
-0.67-0.040.63
206617.1813.31-3.86
----
-0.68-0.040.64
206717.2213.32-3.91
----
-0.68-0.040.64
206817.2713.32-3.95
----
-0.68-0.040.64
206917.3313.32-4.00
----
-0.68-0.040.64
207017.3813.33-4.05
----
-0.69-0.040.65
207117.4313.33-4.10
----
-0.69-0.040.65
207217.4813.34-4.15
----
-0.69-0.040.65
207317.5313.34-4.19
----
-0.69-0.040.65
207417.5813.34-4.23
----
-0.70-0.040.66
207517.6213.35-4.27
----
-0.70-0.040.66
207617.6513.35-4.30
----
-0.70-0.040.66
207717.6713.35-4.32
----
-0.70-0.040.66
207817.6713.35-4.32
----
-0.70-0.040.66
207917.6713.35-4.32
----
-0.70-0.040.66
208017.6513.35-4.30
----
-0.70-0.040.66
208117.6313.35-4.28
----
-0.70-0.040.66
208217.6013.35-4.25
----
-0.70-0.040.66
208317.5513.35-4.21
----
-0.70-0.040.65
208417.5013.35-4.16
----
-0.69-0.040.65
208517.4513.34-4.11
----
-0.69-0.040.65
208617.3913.34-4.05
----
-0.69-0.040.64
208717.3313.34-3.99
----
-0.68-0.040.64
208817.2613.33-3.93
----
-0.68-0.040.64
208917.2013.33-3.87
----
-0.68-0.040.63
209017.1413.32-3.82
----
-0.67-0.040.63
209117.1013.32-3.78
----
-0.67-0.040.63
209217.0713.32-3.75
----
-0.67-0.040.63
209317.0513.32-3.73
----
-0.67-0.040.63
209417.0413.32-3.72
----
-0.67-0.040.63
209517.0413.32-3.72
----
-0.67-0.040.63
209617.0413.32-3.72
----
-0.66-0.040.62

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 16.84% 13.75% -3.09% 2034 -0.47% -0.03% 0.45%

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