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
202013.9213.00-0.92
261
0.000.000.00
202114.0512.90-1.15
248
0.000.000.00
202214.2512.93-1.32
233
0.000.000.00
202314.4312.94-1.49
217
0.000.000.00
202414.6412.98-1.67
200
0.000.000.00
202514.8813.00-1.88
183
0.000.000.00
202615.1113.12-1.99
165
0.000.000.00
202715.3513.15-2.20
148
0.000.000.00
202815.5813.19-2.39
130
0.000.000.00
202915.8313.23-2.61
112
0.000.000.00
203016.0213.24-2.78
94
0.000.000.00
203116.1913.26-2.93
76
0.000.000.00
203216.3313.27-3.07
58
0.000.000.00
203316.4513.28-3.17
39
0.000.000.00
203416.5513.29-3.26
20
0.000.000.00
203516.6313.29-3.33
1
0.000.000.00
203616.6913.30-3.39
----
0.000.000.00
203716.7413.30-3.43
----
0.000.000.00
203816.7913.31-3.48
----
0.000.000.00
203916.8213.31-3.50
----
0.000.000.00
204016.8513.32-3.53
----
0.000.000.00
204116.8613.32-3.54
----
0.000.000.00
204216.8613.32-3.54
----
0.000.000.00
204316.8513.32-3.53
----
0.000.000.00
204416.8313.32-3.51
----
0.000.000.00
204516.8213.26-3.56
----
0.00-0.06-0.06
204616.8013.22-3.58
----
0.00-0.10-0.10
204716.7913.17-3.62
----
0.00-0.15-0.15
204816.7913.13-3.65
----
0.00-0.19-0.19
204916.7913.10-3.69
----
0.00-0.23-0.23
205016.7913.06-3.73
----
0.00-0.26-0.26
205116.7913.03-3.76
----
0.00-0.29-0.30
205216.8113.00-3.81
----
0.00-0.32-0.33
205316.8312.98-3.86
----
0.00-0.35-0.35
205416.8612.38-4.48
----
0.00-0.95-0.95
205516.9012.38-4.51
----
0.00-0.95-0.95
205616.9412.38-4.55
----
0.00-0.95-0.96
205716.9812.38-4.60
----
0.00-0.96-0.96
205817.0312.38-4.65
----
0.00-0.96-0.97
205917.0912.38-4.70
----
0.00-0.97-0.97
206017.1512.38-4.76
----
0.00-0.97-0.98
206117.2112.38-4.82
----
0.00-0.98-0.98
206217.2712.38-4.89
----
0.00-0.98-0.99
206317.3312.38-4.95
----
0.00-0.99-0.99
206417.4012.38-5.01
----
0.00-0.99-0.99
206517.4612.38-5.08
----
0.00-1.00-1.00
206617.5312.38-5.14
----
0.00-1.00-1.00
206717.6012.38-5.21
----
0.00-1.01-1.01
206817.6712.38-5.28
----
0.00-1.01-1.01
206917.7412.38-5.35
----
0.00-1.02-1.02
207017.8112.38-5.42
----
0.00-1.02-1.02
207117.8712.38-5.49
----
0.00-1.03-1.03
207217.9312.38-5.55
----
0.00-1.03-1.03
207317.9912.38-5.60
----
0.00-1.03-1.04
207418.0412.38-5.65
----
0.00-1.04-1.04
207518.0812.38-5.70
----
0.00-1.04-1.05
207618.1212.38-5.73
----
0.00-1.05-1.05
207718.1412.38-5.76
----
0.00-1.05-1.05
207818.1612.38-5.77
----
0.00-1.05-1.05
207918.1512.38-5.77
----
0.00-1.05-1.05
208018.1412.38-5.76
----
0.00-1.05-1.05
208118.1212.38-5.74
----
0.00-1.05-1.05
208218.1012.38-5.71
----
0.00-1.05-1.05
208318.0712.38-5.69
----
0.00-1.05-1.05
208418.0412.38-5.65
----
0.00-1.04-1.05
208518.0012.38-5.62
----
0.00-1.04-1.05
208617.9612.38-5.58
----
0.00-1.04-1.04
208717.9312.38-5.54
----
0.00-1.04-1.04
208817.9012.38-5.51
----
0.00-1.04-1.04
208917.8812.38-5.49
----
0.00-1.03-1.04
209017.8712.38-5.48
----
0.00-1.03-1.04
209117.8712.38-5.49
----
0.00-1.03-1.04
209217.8812.38-5.50
----
0.00-1.03-1.04
209317.9112.38-5.52
----
0.00-1.04-1.04
209417.9412.38-5.56
----
0.00-1.04-1.04
209517.9812.38-5.59
----
0.00-1.04-1.04

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
2020-2094 17.06% 13.33% -3.73% 2035 0.00% -0.52% -0.52%

1 Under current law, the year of Trust Fund reserve depletion is 2035.
Based on Intermediate Assumptions of the 2020 Trustees Report.