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
0.000.00-0.00
202214.2612.93-1.33
233
0.010.00-0.01
202314.4512.95-1.51
216
0.020.00-0.02
202414.6712.98-1.70
199
0.030.00-0.03
202514.9213.00-1.92
182
0.040.00-0.04
202615.1713.13-2.04
164
0.050.00-0.05
202715.4113.15-2.26
146
0.070.00-0.07
202815.6713.19-2.47
128
0.080.00-0.08
202915.9313.23-2.70
109
0.100.00-0.09
203016.1313.25-2.88
91
0.110.00-0.11
203116.3113.26-3.05
72
0.120.01-0.12
203216.4713.27-3.19
54
0.130.01-0.13
203316.6013.28-3.31
34
0.150.01-0.14
203416.7113.29-3.42
15
0.160.01-0.15
203516.8013.30-3.49
----
0.170.01-0.16
203616.8613.31-3.56
----
0.180.01-0.17
203716.9313.31-3.61
----
0.190.01-0.18
203816.9813.32-3.66
----
0.200.01-0.19
203917.0213.32-3.70
----
0.210.01-0.20
204017.0613.33-3.74
----
0.210.01-0.20
204117.0813.33-3.75
----
0.220.01-0.21
204217.0913.33-3.76
----
0.230.01-0.22
204317.0913.33-3.76
----
0.240.01-0.23
204417.0813.33-3.75
----
0.250.01-0.24
204517.0713.33-3.74
----
0.260.01-0.24
204617.0613.33-3.73
----
0.260.01-0.25
204717.0613.33-3.73
----
0.270.01-0.26
204817.0613.33-3.73
----
0.280.01-0.26
204917.0713.33-3.73
----
0.280.01-0.27
205017.0713.34-3.74
----
0.290.01-0.27
205117.0813.34-3.75
----
0.290.01-0.28
205217.1013.34-3.76
----
0.300.01-0.28
205317.1313.34-3.79
----
0.300.01-0.29
205417.1613.35-3.82
----
0.310.01-0.29
205517.2013.35-3.85
----
0.310.02-0.29
205617.2513.35-3.89
----
0.310.02-0.30
205717.2913.36-3.94
----
0.320.02-0.30
205817.3513.36-3.99
----
0.320.02-0.30
205917.4113.37-4.04
----
0.320.02-0.31
206017.4713.37-4.10
----
0.320.02-0.31
206117.5313.38-4.15
----
0.330.02-0.31
206217.6013.38-4.21
----
0.330.02-0.31
206317.6613.39-4.27
----
0.330.02-0.31
206417.7313.39-4.33
----
0.330.02-0.32
206517.7913.40-4.39
----
0.330.02-0.32
206617.8613.40-4.46
----
0.340.02-0.32
206717.9313.41-4.52
----
0.340.02-0.32
206818.0013.41-4.59
----
0.340.02-0.32
206918.0813.42-4.66
----
0.340.02-0.32
207018.1513.42-4.72
----
0.340.02-0.33
207118.2113.43-4.79
----
0.340.02-0.33
207218.2713.43-4.84
----
0.350.02-0.33
207318.3313.44-4.89
----
0.350.02-0.33
207418.3813.44-4.94
----
0.350.02-0.33
207518.4313.44-4.98
----
0.350.02-0.33
207618.4613.45-5.02
----
0.350.02-0.33
207718.4913.45-5.04
----
0.350.02-0.33
207818.5013.45-5.05
----
0.350.02-0.33
207918.5013.45-5.05
----
0.350.02-0.33
208018.4913.45-5.04
----
0.350.02-0.33
208118.4713.45-5.02
----
0.350.02-0.33
208218.4413.45-4.99
----
0.350.02-0.33
208318.4213.45-4.97
----
0.350.02-0.33
208418.3813.45-4.94
----
0.350.02-0.33
208518.3413.44-4.90
----
0.350.02-0.33
208618.3113.44-4.86
----
0.350.02-0.33
208718.2713.44-4.83
----
0.350.02-0.33
208818.2413.44-4.81
----
0.350.02-0.33
208918.2213.44-4.79
----
0.350.02-0.33
209018.2113.44-4.78
----
0.350.02-0.33
209118.2213.44-4.78
----
0.350.02-0.33
209218.2313.44-4.79
----
0.350.02-0.33
209318.2513.44-4.81
----
0.350.02-0.33
209418.2913.44-4.85
----
0.350.02-0.33
209518.3213.44-4.88
----
0.350.02-0.33

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 17.31% 13.86% -3.45% 2034 0.25% 0.01% -0.24%

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