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
202314.4312.94-1.49
217
0.000.000.00
202414.6412.98-1.67
200
0.000.000.00
202514.8813.00-1.88
183
0.000.000.00
202615.1113.12-1.99
165
0.000.000.00
202715.3413.15-2.19
148
-0.01-0.000.01
202815.5513.19-2.36
130
-0.03-0.000.03
202915.7413.22-2.52
113
-0.10-0.010.09
203015.8613.23-2.63
96
-0.16-0.010.15
203115.9713.24-2.73
79
-0.21-0.010.20
203216.0613.25-2.81
61
-0.27-0.020.26
203316.1313.26-2.87
44
-0.32-0.020.30
203416.1913.26-2.93
27
-0.36-0.020.34
203516.2413.27-2.97
9
-0.39-0.020.37
203616.2713.27-3.00
----
-0.41-0.020.39
203716.3113.28-3.03
----
-0.43-0.030.41
203816.3513.28-3.06
----
-0.44-0.030.41
203916.3813.29-3.09
----
-0.44-0.030.41
204016.4213.29-3.13
----
-0.42-0.030.40
204116.4513.29-3.16
----
-0.41-0.020.38
204216.4813.30-3.18
----
-0.38-0.020.36
204316.5013.30-3.20
----
-0.35-0.020.33
204416.5113.30-3.21
----
-0.32-0.020.30
204516.5413.30-3.23
----
-0.28-0.020.26
204616.5613.30-3.25
----
-0.24-0.010.23
204716.5913.31-3.28
----
-0.20-0.010.19
204816.6313.31-3.32
----
-0.16-0.010.15
204916.6713.31-3.36
----
-0.11-0.010.11
205016.7213.32-3.40
----
-0.07-0.000.07
205116.7713.32-3.44
----
-0.03-0.000.03
205216.8213.33-3.49
----
0.010.00-0.01
205316.8813.33-3.55
----
0.050.00-0.04
205416.9413.34-3.60
----
0.080.00-0.07
205517.0013.34-3.65
----
0.100.01-0.10
205617.0513.35-3.71
----
0.120.01-0.11
205717.1113.35-3.76
----
0.130.01-0.12
205817.1613.36-3.81
----
0.140.01-0.13
205917.2213.36-3.86
----
0.140.01-0.13
206017.2913.37-3.92
----
0.150.01-0.14
206117.3613.37-3.99
----
0.150.01-0.14
206217.4213.38-4.05
----
0.160.01-0.15
206317.4913.38-4.11
----
0.160.01-0.15
206417.5613.39-4.17
----
0.170.01-0.16
206517.6313.39-4.24
----
0.170.01-0.16
206617.7013.40-4.31
----
0.180.01-0.17
206717.7813.40-4.38
----
0.180.01-0.17
206817.8613.41-4.45
----
0.190.01-0.18
206917.9313.41-4.52
----
0.200.01-0.19
207018.0113.42-4.59
----
0.200.01-0.19
207118.0813.42-4.66
----
0.210.01-0.20
207218.1413.43-4.71
----
0.210.01-0.20
207318.2013.43-4.77
----
0.220.01-0.20
207418.2613.44-4.82
----
0.220.01-0.21
207518.3013.44-4.86
----
0.220.01-0.21
207618.3413.44-4.90
----
0.230.01-0.21
207718.3713.45-4.93
----
0.230.01-0.22
207818.3913.45-4.94
----
0.240.02-0.23
207918.4013.45-4.95
----
0.250.02-0.23
208018.3913.45-4.94
----
0.250.02-0.23
208118.3713.45-4.92
----
0.250.02-0.24
208218.3513.45-4.90
----
0.260.02-0.24
208318.3313.45-4.88
----
0.260.02-0.25
208418.3013.45-4.86
----
0.270.02-0.25
208518.2713.44-4.83
----
0.270.02-0.26
208618.2413.44-4.80
----
0.280.02-0.26
208718.2113.44-4.77
----
0.280.02-0.26
208818.1813.44-4.74
----
0.280.02-0.27
208918.1613.44-4.73
----
0.290.02-0.27
209018.1513.44-4.72
----
0.290.02-0.27
209118.1513.44-4.72
----
0.280.02-0.27
209218.1613.44-4.72
----
0.280.02-0.26
209318.1813.44-4.74
----
0.270.02-0.26
209418.2113.44-4.77
----
0.270.02-0.25
209518.2313.44-4.79
----
0.260.02-0.24

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% 13.85% -3.21% 2035 0.00% 0.00% -0.00%

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