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
202214.2412.93-1.32
233
-0.000.000.00
202314.4212.95-1.48
217
-0.010.000.01
202414.6212.98-1.65
200
-0.020.000.02
202514.8513.00-1.85
183
-0.030.000.03
202615.0813.12-1.95
166
-0.04-0.000.04
202715.3013.15-2.15
149
-0.05-0.000.05
202815.5313.19-2.34
131
-0.06-0.000.06
202915.7613.23-2.54
114
-0.07-0.000.07
203015.9413.24-2.70
96
-0.08-0.000.08
203116.1013.25-2.84
78
-0.09-0.000.09
203216.2313.27-2.96
60
-0.11-0.000.10
203316.3213.27-3.05
43
-0.13-0.000.13
203416.4013.28-3.12
24
-0.15-0.000.15
203516.4513.29-3.16
6
-0.18-0.010.17
203616.4913.29-3.20
----
-0.20-0.010.19
203716.5213.30-3.22
----
-0.22-0.010.21
203816.5413.30-3.24
----
-0.25-0.010.24
203916.5413.30-3.24
----
-0.28-0.010.27
204016.5413.30-3.24
----
-0.31-0.010.29
204116.5213.30-3.22
----
-0.33-0.010.32
204216.5013.30-3.19
----
-0.36-0.010.35
204316.4613.30-3.16
----
-0.39-0.020.37
204416.4113.30-3.11
----
-0.42-0.020.40
204516.3713.30-3.07
----
-0.45-0.020.43
204616.3213.30-3.02
----
-0.48-0.020.46
204716.2813.30-2.98
----
-0.51-0.020.49
204816.2413.30-2.94
----
-0.55-0.020.53
204916.2013.30-2.90
----
-0.59-0.030.56
205016.1613.29-2.86
----
-0.63-0.030.60
205116.1213.29-2.83
----
-0.67-0.030.64
205216.0913.29-2.80
----
-0.71-0.030.68
205316.0813.29-2.78
----
-0.76-0.030.72
205416.0613.30-2.77
----
-0.80-0.040.76
205516.0513.30-2.76
----
-0.84-0.040.80
205616.0513.30-2.75
----
-0.88-0.040.84
205716.0513.30-2.75
----
-0.93-0.040.88
205816.0613.30-2.76
----
-0.97-0.050.93
205916.0713.30-2.77
----
-1.01-0.050.96
206016.1013.31-2.79
----
-1.05-0.051.00
206116.1313.31-2.82
----
-1.08-0.051.03
206216.1713.31-2.85
----
-1.10-0.051.05
206316.2113.32-2.89
----
-1.12-0.051.07
206416.2413.32-2.92
----
-1.15-0.061.10
206516.2813.32-2.96
----
-1.18-0.061.12
206616.3313.33-3.00
----
-1.19-0.061.14
206716.3813.33-3.05
----
-1.21-0.061.15
206816.4413.33-3.11
----
-1.22-0.061.16
206916.5013.34-3.16
----
-1.24-0.061.17
207016.5513.34-3.21
----
-1.25-0.061.18
207116.6113.35-3.26
----
-1.26-0.071.20
207216.6613.35-3.31
----
-1.27-0.071.21
207316.7013.35-3.35
----
-1.28-0.071.21
207416.7513.36-3.39
----
-1.29-0.071.22
207516.7913.36-3.43
----
-1.29-0.071.22
207616.8213.36-3.46
----
-1.30-0.071.23
207716.8413.36-3.48
----
-1.30-0.071.23
207816.8513.37-3.49
----
-1.30-0.071.23
207916.8513.37-3.49
----
-1.30-0.071.23
208016.8413.36-3.48
----
-1.30-0.071.23
208116.8313.36-3.46
----
-1.29-0.071.22
208216.8113.36-3.44
----
-1.29-0.071.22
208316.7813.36-3.42
----
-1.28-0.071.21
208416.7513.36-3.39
----
-1.28-0.071.21
208516.7213.36-3.36
----
-1.28-0.071.21
208616.6913.36-3.33
----
-1.27-0.071.20
208716.6613.35-3.30
----
-1.27-0.071.20
208816.6313.35-3.28
----
-1.27-0.071.20
208916.6113.35-3.26
----
-1.27-0.071.20
209016.5913.35-3.24
----
-1.28-0.071.21
209116.5813.35-3.23
----
-1.29-0.071.22
209216.5813.35-3.23
----
-1.30-0.071.23
209316.6013.35-3.25
----
-1.31-0.071.24
209416.6213.35-3.27
----
-1.31-0.071.25
209516.6513.36-3.30
----
-1.32-0.071.25

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
2020-2094 16.34% 13.81% -2.53% 2035 -0.72% -0.03% 0.68%

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