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
202114.0512.99-1.06
248
0.000.090.09
202214.2513.04-1.21
233
-0.000.110.11
202314.4313.07-1.37
218
-0.000.120.12
202414.6413.11-1.54
202
-0.000.130.13
202514.8813.14-1.74
186
-0.000.140.14
202615.1113.31-1.80
169
-0.000.190.19
202715.3513.35-2.00
153
-0.000.200.20
202815.5813.40-2.18
136
-0.000.210.21
202915.8313.45-2.38
119
-0.000.220.22
203016.0213.47-2.55
102
-0.000.230.23
203116.1913.49-2.70
85
-0.000.230.24
203216.3313.51-2.83
68
-0.000.240.24
203316.4513.52-2.93
51
-0.000.240.24
203416.5513.53-3.02
34
-0.000.240.24
203516.6213.54-3.09
16
-0.000.240.24
203616.6813.54-3.14
----
-0.000.240.24
203716.7413.55-3.19
----
-0.000.240.24
203816.7813.55-3.24
----
-0.000.240.24
203916.8213.55-3.27
----
-0.000.240.24
204016.8513.55-3.30
----
-0.000.230.24
204116.8613.55-3.31
----
-0.000.230.23
204216.8613.54-3.32
----
-0.000.220.23
204316.8513.54-3.31
----
-0.000.220.22
204416.8313.53-3.30
----
-0.000.220.22
204516.8213.53-3.29
----
-0.000.210.21
204616.8013.53-3.27
----
-0.000.210.21
204716.7913.52-3.27
----
-0.000.200.20
204816.7913.52-3.27
----
-0.000.200.20
204916.7813.52-3.27
----
-0.000.200.20
205016.7913.52-3.27
----
-0.000.190.19
205116.7913.52-3.28
----
-0.000.190.19
205216.8113.51-3.29
----
-0.000.190.19
205316.8313.51-3.32
----
-0.000.190.19
205416.8613.52-3.34
----
-0.000.180.18
205516.8913.52-3.38
----
-0.000.180.18
205616.9313.52-3.41
----
-0.000.180.18
205716.9813.52-3.45
----
-0.000.180.18
205817.0313.52-3.50
----
-0.000.180.18
205917.0813.53-3.56
----
-0.000.180.18
206017.1413.53-3.61
----
-0.000.180.18
206117.2013.54-3.67
----
-0.000.170.18
206217.2713.54-3.73
----
-0.000.170.17
206317.3313.54-3.79
----
-0.000.170.17
206417.3913.55-3.84
----
-0.000.170.17
206517.4613.55-3.91
----
-0.000.170.17
206617.5213.56-3.97
----
-0.000.170.17
206717.5913.56-4.03
----
-0.000.170.17
206817.6613.56-4.10
----
-0.000.170.17
206917.7313.57-4.16
----
-0.000.170.17
207017.8013.57-4.23
----
-0.000.170.17
207117.8713.58-4.29
----
-0.000.170.17
207217.9313.58-4.35
----
-0.000.170.17
207317.9813.59-4.40
----
-0.000.170.17
207418.0313.59-4.45
----
-0.000.170.17
207518.0813.59-4.49
----
-0.000.170.17
207618.1113.59-4.52
----
-0.000.160.17
207718.1413.60-4.54
----
-0.000.160.16
207818.1513.60-4.55
----
-0.000.160.16
207918.1513.60-4.55
----
-0.000.160.16
208018.1413.60-4.54
----
-0.000.160.16
208118.1213.59-4.52
----
-0.000.160.16
208218.0913.59-4.50
----
-0.000.160.16
208318.0713.59-4.48
----
-0.000.160.16
208418.0313.59-4.45
----
-0.000.160.16
208518.0013.58-4.41
----
-0.000.160.16
208617.9613.58-4.38
----
-0.000.160.16
208717.9213.58-4.35
----
-0.000.160.16
208817.9013.57-4.32
----
-0.000.160.16
208917.8813.57-4.30
----
-0.000.150.15
209017.8713.57-4.29
----
-0.000.150.15
209117.8713.57-4.30
----
-0.000.150.15
209217.8813.57-4.31
----
-0.000.150.15
209317.9013.57-4.33
----
-0.000.150.15
209417.9413.58-4.36
----
-0.000.150.15
209517.9713.58-4.39
----
-0.000.150.15

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% 14.03% -3.03% 2035 -0.00% 0.18% 0.18%

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