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
202214.2112.93-1.29
233
-0.04-0.000.03
202314.3612.94-1.42
218
-0.07-0.000.07
202414.5412.97-1.56
202
-0.11-0.000.10
202514.7312.99-1.74
186
-0.15-0.010.14
202614.9313.11-1.81
169
-0.18-0.010.17
202715.1213.14-1.99
153
-0.22-0.010.21
202815.3313.17-2.15
137
-0.26-0.010.24
202915.5413.21-2.33
120
-0.29-0.020.28
203015.6913.22-2.47
103
-0.33-0.020.31
203115.8313.23-2.59
87
-0.36-0.020.34
203215.9413.24-2.70
70
-0.39-0.020.37
203316.0313.25-2.78
54
-0.42-0.020.40
203416.1013.26-2.84
37
-0.45-0.030.42
203516.1513.27-2.89
20
-0.47-0.030.44
203616.1913.27-2.92
2
-0.49-0.030.47
203716.2213.27-2.95
----
-0.52-0.030.49
203816.2513.28-2.97
----
-0.54-0.030.50
203916.2613.28-2.98
----
-0.55-0.030.52
204016.2813.28-3.00
----
-0.57-0.030.53
204116.2713.28-2.99
----
-0.58-0.030.55
204216.2613.28-2.98
----
-0.59-0.040.56
204316.2413.28-2.96
----
-0.60-0.040.57
204416.2213.28-2.94
----
-0.61-0.040.58
204516.2013.28-2.92
----
-0.62-0.040.58
204616.1813.28-2.89
----
-0.62-0.040.59
204716.1613.28-2.88
----
-0.63-0.040.59
204816.1613.28-2.87
----
-0.63-0.040.59
204916.1513.28-2.87
----
-0.63-0.040.60
205016.1513.28-2.87
----
-0.64-0.040.60
205116.1613.29-2.87
----
-0.64-0.040.60
205216.1713.29-2.88
----
-0.64-0.040.60
205316.1913.29-2.90
----
-0.64-0.040.60
205416.2213.29-2.93
----
-0.64-0.040.60
205516.2513.30-2.96
----
-0.64-0.040.60
205616.2913.30-2.99
----
-0.64-0.040.60
205716.3413.30-3.03
----
-0.64-0.040.60
205816.3913.31-3.08
----
-0.64-0.040.60
205916.4413.31-3.13
----
-0.64-0.040.60
206016.5013.32-3.18
----
-0.65-0.040.61
206116.5613.32-3.23
----
-0.65-0.040.61
206216.6113.33-3.29
----
-0.65-0.040.61
206316.6713.33-3.34
----
-0.65-0.040.61
206416.7313.34-3.40
----
-0.66-0.040.62
206516.7913.34-3.46
----
-0.66-0.040.62
206616.8613.34-3.51
----
-0.67-0.040.63
206716.9213.35-3.57
----
-0.67-0.040.63
206816.9913.35-3.63
----
-0.68-0.040.63
206917.0513.36-3.70
----
-0.68-0.040.64
207017.1213.36-3.76
----
-0.68-0.040.64
207117.1813.37-3.81
----
-0.69-0.040.65
207217.2413.37-3.86
----
-0.69-0.040.65
207317.2913.38-3.91
----
-0.70-0.040.65
207417.3313.38-3.95
----
-0.70-0.040.66
207517.3713.38-3.99
----
-0.71-0.040.66
207617.4113.39-4.02
----
-0.71-0.040.66
207717.4313.39-4.04
----
-0.71-0.040.67
207817.4413.39-4.05
----
-0.72-0.040.67
207917.4313.39-4.04
----
-0.72-0.040.67
208017.4213.39-4.03
----
-0.72-0.040.67
208117.4013.39-4.01
----
-0.72-0.040.68
208217.3713.39-3.98
----
-0.72-0.050.68
208317.3413.39-3.96
----
-0.72-0.050.68
208417.3113.38-3.93
----
-0.72-0.050.68
208517.2713.38-3.89
----
-0.72-0.050.68
208617.2313.38-3.86
----
-0.72-0.050.68
208717.2013.38-3.82
----
-0.72-0.050.68
208817.1713.37-3.80
----
-0.72-0.050.68
208917.1513.37-3.78
----
-0.72-0.050.68
209017.1413.37-3.77
----
-0.72-0.050.68
209117.1513.37-3.77
----
-0.72-0.050.68
209217.1613.37-3.79
----
-0.72-0.050.68
209317.1813.37-3.81
----
-0.72-0.050.68
209417.2113.38-3.84
----
-0.72-0.050.68
209517.2513.38-3.87
----
-0.72-0.050.68

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 16.50% 13.81% -2.69% 2036 -0.56% -0.03% 0.52%

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