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
202214.3013.36-0.94
231
0.000.430.43
202314.4313.36-1.07
217
-0.000.450.45
202414.6413.39-1.25
202
-0.000.450.45
202514.8613.41-1.45
186
0.000.450.45
202615.1113.53-1.58
170
0.000.450.45
202715.3713.55-1.81
155
0.000.450.45
202815.6313.59-2.04
138
0.010.460.45
202915.8813.63-2.25
122
0.010.460.45
203016.1213.65-2.46
105
0.010.460.45
203116.3013.67-2.62
88
0.010.470.45
203216.4513.69-2.76
72
0.020.470.46
203316.5813.71-2.87
55
0.020.480.46
203416.6813.72-2.96
37
0.020.480.46
203516.7613.73-3.03
20
0.030.490.46
203616.8313.75-3.09
2
0.030.500.46
203716.9013.76-3.14
----
0.040.500.46
203816.9613.77-3.19
----
0.040.510.46
203917.0013.78-3.22
----
0.050.520.47
204017.0313.79-3.24
----
0.060.520.47
204117.0813.80-3.28
----
0.060.530.47
204217.1113.81-3.30
----
0.070.540.47
204317.1213.82-3.30
----
0.080.540.47
204417.1313.83-3.30
----
0.080.550.47
204517.1413.84-3.31
----
0.090.560.46
204617.1613.84-3.31
----
0.100.560.46
204717.1913.85-3.33
----
0.110.570.46
204817.2213.86-3.36
----
0.120.570.46
204917.2413.87-3.38
----
0.130.580.45
205017.2813.88-3.40
----
0.140.590.45
205117.3113.89-3.42
----
0.150.590.44
205217.3513.89-3.45
----
0.160.600.44
205317.3913.90-3.49
----
0.170.600.43
205417.4313.91-3.52
----
0.180.610.43
205517.4913.92-3.57
----
0.190.620.42
205617.5413.93-3.61
----
0.210.620.41
205717.6013.94-3.66
----
0.220.630.41
205817.6713.95-3.72
----
0.230.630.40
205917.7413.96-3.78
----
0.250.640.39
206017.8113.97-3.84
----
0.260.640.38
206117.8713.98-3.89
----
0.270.650.38
206217.9413.99-3.95
----
0.290.650.37
206318.0014.00-4.00
----
0.300.660.36
206418.0614.01-4.05
----
0.310.660.35
206518.1314.02-4.11
----
0.330.670.34
206618.1914.03-4.16
----
0.340.670.34
206718.2614.04-4.22
----
0.350.680.33
206818.3214.05-4.27
----
0.360.690.32
206918.3914.06-4.33
----
0.380.690.32
207018.4614.07-4.39
----
0.390.700.31
207118.5214.08-4.45
----
0.400.700.30
207218.5914.09-4.50
----
0.410.710.29
207318.6514.10-4.56
----
0.430.710.29
207418.7114.11-4.61
----
0.440.720.28
207518.7614.11-4.65
----
0.450.730.28
207618.8114.12-4.68
----
0.460.730.27
207718.8414.13-4.71
----
0.470.740.27
207818.8614.14-4.72
----
0.480.740.26
207918.8614.15-4.71
----
0.490.750.26
208018.8514.15-4.70
----
0.500.760.26
208118.8314.16-4.68
----
0.510.760.26
208218.8114.16-4.65
----
0.510.770.25
208318.7714.17-4.61
----
0.520.780.25
208418.7314.17-4.56
----
0.530.780.25
208518.6714.17-4.50
----
0.530.790.25
208618.6214.18-4.44
----
0.540.790.25
208718.5514.18-4.38
----
0.550.800.25
208818.4914.18-4.31
----
0.550.810.25
208918.4314.18-4.25
----
0.560.810.26
209018.3814.18-4.19
----
0.560.820.26
209118.3314.18-4.15
----
0.570.820.26
209218.3014.19-4.12
----
0.570.830.25
209318.2914.19-4.10
----
0.580.830.25
209418.2914.19-4.09
----
0.580.830.25
209518.2914.20-4.09
----
0.590.840.25
209618.3014.20-4.10
----
0.590.840.25

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 17.55% 14.38% -3.17% 2036 0.24% 0.61% 0.37%

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