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
202214.3012.93-1.37
231
-0.00-0.000.00
202314.4112.91-1.50
214
-0.02-0.000.02
202414.6012.94-1.66
197
-0.03-0.000.03
202514.8012.96-1.84
179
-0.05-0.000.05
202615.0313.08-1.95
161
-0.08-0.000.07
202715.2513.10-2.16
143
-0.11-0.000.10
202815.4813.13-2.35
125
-0.15-0.010.14
202915.6913.16-2.53
108
-0.18-0.010.18
203015.8813.18-2.70
90
-0.23-0.010.22
203116.0213.19-2.82
72
-0.27-0.010.26
203216.1313.20-2.92
54
-0.31-0.010.29
203316.2113.21-3.00
36
-0.35-0.020.33
203416.2713.22-3.06
17
-0.38-0.020.37
203516.3213.22-3.09
----
-0.42-0.020.40
203616.3513.23-3.12
----
-0.45-0.020.43
203716.3813.23-3.14
----
-0.49-0.020.46
203816.4013.24-3.16
----
-0.52-0.030.49
203916.4013.24-3.17
----
-0.55-0.030.52
204016.4013.24-3.16
----
-0.58-0.030.55
204116.4213.24-3.17
----
-0.60-0.030.57
204216.4113.24-3.17
----
-0.63-0.030.59
204316.3913.24-3.15
----
-0.65-0.030.62
204416.3713.24-3.13
----
-0.67-0.030.64
204516.3513.24-3.11
----
-0.69-0.040.66
204616.3413.24-3.10
----
-0.71-0.040.68
204716.3413.24-3.10
----
-0.73-0.040.70
204816.3513.25-3.10
----
-0.75-0.040.71
204916.3513.25-3.10
----
-0.77-0.040.73
205016.3513.25-3.10
----
-0.78-0.040.74
205116.3613.25-3.11
----
-0.80-0.040.75
205216.3813.25-3.13
----
-0.81-0.040.77
205316.4013.26-3.14
----
-0.82-0.040.78
205416.4213.26-3.17
----
-0.83-0.040.78
205516.4613.26-3.20
----
-0.84-0.040.79
205616.4913.26-3.23
----
-0.84-0.050.80
205716.5313.27-3.27
----
-0.85-0.050.80
205816.5813.27-3.31
----
-0.86-0.050.81
205916.6313.28-3.35
----
-0.86-0.050.81
206016.6813.28-3.40
----
-0.87-0.050.82
206116.7313.29-3.45
----
-0.87-0.050.82
206216.7813.29-3.49
----
-0.87-0.050.83
206316.8213.29-3.53
----
-0.88-0.050.83
206416.8713.30-3.57
----
-0.88-0.050.83
206516.9213.30-3.62
----
-0.88-0.050.84
206616.9713.30-3.66
----
-0.89-0.050.84
206717.0113.31-3.70
----
-0.89-0.050.84
206817.0613.31-3.75
----
-0.89-0.050.84
206917.1113.32-3.80
----
-0.90-0.050.85
207017.1713.32-3.85
----
-0.90-0.050.85
207117.2213.32-3.90
----
-0.90-0.050.85
207217.2713.33-3.94
----
-0.91-0.050.86
207317.3213.33-3.99
----
-0.91-0.050.86
207417.3613.34-4.03
----
-0.91-0.050.86
207517.4013.34-4.06
----
-0.91-0.050.86
207617.4313.34-4.09
----
-0.92-0.050.86
207717.4513.34-4.11
----
-0.92-0.050.87
207817.4613.34-4.11
----
-0.92-0.050.87
207917.4513.34-4.11
----
-0.92-0.050.87
208017.4413.34-4.09
----
-0.92-0.050.87
208117.4113.34-4.07
----
-0.91-0.050.86
208217.3813.34-4.04
----
-0.91-0.050.86
208317.3413.34-4.00
----
-0.91-0.050.86
208417.2913.34-3.95
----
-0.91-0.050.86
208517.2313.33-3.90
----
-0.91-0.050.86
208617.1713.33-3.84
----
-0.90-0.050.85
208717.1113.33-3.78
----
-0.90-0.050.85
208817.0413.32-3.72
----
-0.90-0.050.85
208916.9813.32-3.66
----
-0.89-0.050.84
209016.9213.31-3.61
----
-0.89-0.050.84
209116.8813.31-3.57
----
-0.89-0.050.84
209216.8513.31-3.54
----
-0.89-0.050.84
209316.8313.31-3.52
----
-0.88-0.050.84
209416.8213.31-3.51
----
-0.88-0.050.84
209516.8213.31-3.51
----
-0.88-0.050.84
209616.8213.31-3.51
----
-0.88-0.050.84

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 16.64% 13.74% -2.90% 2034 -0.67% -0.04% 0.64%

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