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
202314.4312.46-1.97
214
-0.00-0.46-0.45
202414.6312.46-2.17
193
-0.00-0.48-0.48
202514.8512.48-2.37
172
-0.00-0.48-0.47
202615.0912.60-2.49
151
-0.01-0.48-0.47
202715.3412.62-2.72
130
-0.02-0.48-0.45
202815.5812.66-2.93
109
-0.04-0.48-0.44
202915.8212.69-3.13
88
-0.06-0.48-0.42
203016.0312.71-3.32
67
-0.08-0.48-0.40
203116.1812.72-3.45
46
-0.11-0.48-0.38
203216.3012.73-3.57
24
-0.14-0.48-0.35
203316.3912.74-3.65
3
-0.17-0.49-0.32
203416.4612.75-3.71
----
-0.20-0.49-0.29
203516.5112.76-3.75
----
-0.23-0.49-0.26
203616.5412.76-3.78
----
-0.26-0.49-0.23
203716.5812.77-3.81
----
-0.28-0.49-0.21
203816.6012.77-3.83
----
-0.31-0.49-0.18
203916.6112.77-3.84
----
-0.34-0.49-0.16
204016.6112.77-3.84
----
-0.36-0.50-0.13
204116.6312.78-3.85
----
-0.39-0.50-0.11
204216.6312.78-3.85
----
-0.41-0.50-0.09
204316.6112.78-3.83
----
-0.43-0.50-0.07
204416.5912.78-3.81
----
-0.45-0.50-0.05
204516.5712.78-3.80
----
-0.47-0.50-0.03
204616.5612.78-3.79
----
-0.49-0.50-0.01
204716.5612.78-3.79
----
-0.51-0.500.01
204816.5712.78-3.79
----
-0.53-0.510.02
204916.5712.78-3.79
----
-0.55-0.510.04
205016.5712.78-3.79
----
-0.56-0.510.06
205116.5812.78-3.80
----
-0.58-0.510.07
205216.6012.79-3.81
----
-0.59-0.510.08
205316.6112.79-3.83
----
-0.61-0.510.10
205416.6412.79-3.85
----
-0.62-0.510.11
205516.6712.79-3.87
----
-0.63-0.510.12
205616.7012.80-3.90
----
-0.64-0.510.12
205716.7412.80-3.94
----
-0.64-0.510.13
205816.7912.81-3.98
----
-0.65-0.510.14
205916.8312.81-4.02
----
-0.66-0.510.14
206016.8812.81-4.07
----
-0.66-0.510.15
206116.9312.82-4.12
----
-0.67-0.510.15
206216.9812.82-4.16
----
-0.67-0.510.16
206317.0312.83-4.20
----
-0.67-0.510.16
206417.0712.83-4.24
----
-0.68-0.510.16
206517.1212.83-4.29
----
-0.68-0.510.17
206617.1712.84-4.33
----
-0.68-0.520.17
206717.2212.84-4.38
----
-0.69-0.520.17
206817.2712.85-4.42
----
-0.69-0.520.17
206917.3212.85-4.47
----
-0.69-0.520.18
207017.3712.85-4.52
----
-0.69-0.520.18
207117.4312.86-4.57
----
-0.70-0.520.18
207217.4812.86-4.61
----
-0.70-0.520.18
207317.5212.87-4.66
----
-0.70-0.520.18
207417.5712.87-4.70
----
-0.70-0.520.19
207517.6112.87-4.74
----
-0.71-0.520.19
207617.6412.88-4.77
----
-0.71-0.520.19
207717.6612.88-4.78
----
-0.71-0.520.19
207817.6712.88-4.79
----
-0.71-0.520.19
207917.6612.88-4.78
----
-0.71-0.520.19
208017.6512.88-4.77
----
-0.71-0.520.19
208117.6212.88-4.74
----
-0.71-0.520.19
208217.5912.88-4.71
----
-0.71-0.520.19
208317.5512.87-4.67
----
-0.70-0.520.19
208417.5012.87-4.62
----
-0.70-0.520.18
208517.4412.87-4.57
----
-0.70-0.520.18
208617.3812.86-4.52
----
-0.70-0.520.18
208717.3112.86-4.45
----
-0.69-0.520.18
208817.2512.86-4.39
----
-0.69-0.520.18
208917.1812.85-4.33
----
-0.69-0.520.17
209017.1312.85-4.28
----
-0.69-0.520.17
209117.0812.85-4.24
----
-0.69-0.520.17
209217.0512.84-4.21
----
-0.68-0.520.17
209317.0312.84-4.19
----
-0.68-0.520.17
209417.0212.84-4.18
----
-0.68-0.520.17
209517.0212.84-4.18
----
-0.68-0.520.17
209617.0212.84-4.18
----
-0.68-0.520.17

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 16.83% 13.29% -3.54% 2033 -0.48% -0.49% -0.01%

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