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
202314.4412.91-1.53
214
0.010.00-0.01
202414.6612.94-1.72
195
0.030.00-0.02
202514.8912.96-1.93
177
0.040.00-0.04
202615.1513.08-2.07
158
0.050.00-0.05
202715.4213.10-2.32
140
0.060.00-0.06
202815.6913.14-2.55
121
0.070.00-0.06
202915.9413.17-2.77
102
0.070.00-0.07
203016.1913.20-2.99
83
0.080.00-0.07
203116.3713.21-3.16
63
0.080.00-0.08
203216.5213.22-3.30
44
0.090.00-0.08
203316.6513.23-3.42
24
0.090.01-0.09
203416.7613.24-3.51
4
0.100.01-0.09
203516.8413.25-3.59
----
0.100.01-0.10
203616.9113.26-3.65
----
0.110.01-0.10
203716.9713.26-3.71
----
0.110.01-0.10
203817.0313.27-3.76
----
0.110.01-0.11
203917.0713.27-3.80
----
0.120.01-0.11
204017.1013.28-3.82
----
0.120.01-0.12
204117.1513.28-3.86
----
0.130.01-0.12
204217.1713.28-3.89
----
0.130.01-0.12
204317.1813.28-3.89
----
0.140.01-0.13
204417.1813.29-3.90
----
0.140.01-0.13
204517.1913.29-3.90
----
0.140.01-0.13
204617.2013.29-3.91
----
0.140.01-0.13
204717.2213.29-3.92
----
0.140.01-0.13
204817.2413.29-3.94
----
0.140.01-0.13
204917.2613.30-3.96
----
0.140.01-0.13
205017.2813.30-3.98
----
0.140.01-0.13
205117.3013.30-4.00
----
0.140.01-0.13
205217.3313.30-4.03
----
0.140.01-0.13
205317.3613.31-4.05
----
0.140.01-0.13
205417.3913.31-4.08
----
0.140.01-0.13
205517.4313.31-4.12
----
0.140.01-0.13
205617.4813.32-4.16
----
0.140.01-0.13
205717.5313.32-4.20
----
0.140.01-0.13
205817.5813.33-4.25
----
0.140.01-0.13
205917.6313.33-4.30
----
0.140.01-0.13
206017.6913.34-4.35
----
0.140.01-0.13
206117.7413.34-4.40
----
0.140.01-0.13
206217.7913.34-4.44
----
0.130.01-0.13
206317.8313.35-4.48
----
0.130.01-0.12
206417.8813.35-4.53
----
0.130.01-0.12
206517.9313.36-4.57
----
0.130.01-0.12
206617.9813.36-4.62
----
0.120.01-0.12
206718.0313.36-4.66
----
0.120.01-0.12
206818.0813.37-4.71
----
0.120.01-0.12
206918.1313.37-4.76
----
0.120.01-0.12
207018.1913.38-4.81
----
0.120.01-0.12
207118.2513.38-4.87
----
0.120.01-0.12
207218.3013.39-4.91
----
0.120.01-0.12
207318.3513.39-4.96
----
0.130.01-0.12
207418.4013.39-5.01
----
0.130.01-0.12
207518.4513.40-5.05
----
0.130.01-0.12
207618.4813.40-5.08
----
0.130.01-0.12
207718.5013.40-5.10
----
0.130.01-0.13
207818.5113.40-5.11
----
0.140.01-0.13
207918.5113.40-5.11
----
0.140.01-0.13
208018.4913.40-5.09
----
0.140.01-0.13
208118.4713.40-5.07
----
0.140.01-0.13
208218.4313.40-5.03
----
0.140.01-0.13
208318.3913.40-4.99
----
0.140.01-0.13
208418.3313.40-4.94
----
0.140.01-0.13
208518.2713.39-4.88
----
0.140.01-0.13
208618.2113.39-4.82
----
0.130.01-0.13
208718.1413.38-4.76
----
0.130.01-0.13
208818.0713.38-4.69
----
0.130.01-0.12
208918.0013.38-4.63
----
0.130.01-0.12
209017.9513.37-4.57
----
0.130.01-0.12
209117.9013.37-4.53
----
0.130.01-0.12
209217.8613.37-4.50
----
0.130.01-0.12
209317.8513.37-4.48
----
0.130.01-0.12
209417.8413.37-4.47
----
0.130.01-0.12
209517.8313.37-4.47
----
0.130.01-0.12
209617.8413.37-4.47
----
0.130.01-0.13

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 17.43% 13.78% -3.65% 2034 0.12% 0.01% -0.11%

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