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
202314.4212.94-1.47
217
-0.020.000.02
202414.6112.98-1.64
201
-0.030.000.03
202514.8313.00-1.83
184
-0.05-0.000.05
202615.0513.12-1.92
166
-0.07-0.000.07
202715.2613.15-2.11
150
-0.08-0.000.08
202815.4813.19-2.29
132
-0.11-0.000.10
202915.7113.22-2.48
115
-0.13-0.000.12
203015.8813.24-2.64
98
-0.15-0.000.14
203115.9913.25-2.74
80
-0.20-0.010.19
203216.0913.26-2.83
63
-0.24-0.010.23
203316.1713.27-2.90
46
-0.28-0.010.27
203416.2413.28-2.96
28
-0.31-0.010.30
203516.2813.28-3.00
11
-0.34-0.010.33
203616.3213.28-3.03
----
-0.37-0.010.35
203716.3513.29-3.06
----
-0.39-0.020.37
203816.3713.29-3.08
----
-0.41-0.020.39
203916.3913.29-3.09
----
-0.43-0.020.41
204016.4013.30-3.10
----
-0.45-0.020.43
204116.3913.30-3.09
----
-0.47-0.020.45
204216.3713.30-3.08
----
-0.49-0.020.46
204316.3513.30-3.05
----
-0.50-0.020.48
204416.3113.29-3.02
----
-0.52-0.020.50
204516.2813.29-2.99
----
-0.54-0.030.51
204616.2513.29-2.95
----
-0.55-0.030.53
204716.2213.29-2.93
----
-0.57-0.030.54
204816.2013.29-2.91
----
-0.58-0.030.56
204916.1813.29-2.89
----
-0.60-0.030.57
205016.1713.29-2.88
----
-0.61-0.030.58
205116.1613.29-2.87
----
-0.63-0.030.60
205216.1713.29-2.87
----
-0.64-0.030.61
205316.1813.30-2.88
----
-0.65-0.030.62
205416.1913.30-2.90
----
-0.66-0.030.63
205516.2213.30-2.92
----
-0.67-0.030.64
205616.2513.30-2.94
----
-0.68-0.030.65
205716.2813.31-2.98
----
-0.69-0.030.66
205816.3313.31-3.02
----
-0.70-0.040.66
205916.3813.32-3.07
----
-0.70-0.040.67
206016.4413.32-3.12
----
-0.71-0.040.67
206116.5013.33-3.17
----
-0.71-0.040.67
206216.5613.33-3.23
----
-0.71-0.040.67
206316.6213.33-3.28
----
-0.71-0.040.67
206416.6813.34-3.34
----
-0.71-0.040.68
206516.7413.34-3.40
----
-0.72-0.040.68
206616.8113.35-3.46
----
-0.72-0.040.68
206716.8813.35-3.52
----
-0.72-0.040.68
206816.9413.36-3.58
----
-0.72-0.040.68
206917.0113.36-3.65
----
-0.73-0.040.69
207017.0713.37-3.71
----
-0.73-0.040.69
207117.1413.37-3.76
----
-0.73-0.040.70
207217.1913.38-3.82
----
-0.74-0.040.70
207317.2513.38-3.87
----
-0.74-0.040.70
207417.3013.38-3.91
----
-0.74-0.040.70
207517.3413.39-3.95
----
-0.74-0.040.70
207617.3813.39-3.98
----
-0.74-0.040.70
207717.4013.39-4.01
----
-0.74-0.040.70
207817.4213.39-4.02
----
-0.74-0.040.70
207917.4213.40-4.02
----
-0.73-0.040.70
208017.4113.39-4.01
----
-0.73-0.040.69
208117.3913.39-3.99
----
-0.73-0.040.69
208217.3713.39-3.97
----
-0.73-0.040.69
208317.3413.39-3.95
----
-0.73-0.040.69
208417.3113.39-3.92
----
-0.72-0.040.68
208517.2713.39-3.89
----
-0.72-0.040.68
208617.2413.39-3.86
----
-0.72-0.040.68
208717.2113.38-3.83
----
-0.71-0.040.68
208817.1813.38-3.80
----
-0.71-0.040.68
208917.1613.38-3.78
----
-0.71-0.040.67
209017.1513.38-3.77
----
-0.72-0.040.68
209117.1513.38-3.77
----
-0.72-0.040.68
209217.1513.38-3.77
----
-0.73-0.040.69
209317.1713.38-3.79
----
-0.73-0.040.69
209417.2013.38-3.82
----
-0.73-0.040.69
209517.2413.39-3.85
----
-0.74-0.040.70

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 16.54% 13.82% -2.71% 2035 -0.52% -0.03% 0.50%

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