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
202715.3513.15-2.20
148
0.000.00-0.00
202815.5913.19-2.40
130
0.000.00-0.00
202915.8413.23-2.61
112
0.010.00-0.00
203016.0313.24-2.79
94
0.010.00-0.01
203116.2013.26-2.95
76
0.020.00-0.02
203216.3613.27-3.09
57
0.030.00-0.03
203316.4913.28-3.21
39
0.040.00-0.04
203416.6013.29-3.31
20
0.050.00-0.05
203516.6913.30-3.40
0
0.060.00-0.06
203616.7713.30-3.47
----
0.080.00-0.08
203716.8413.31-3.53
----
0.100.00-0.10
203816.9013.31-3.59
----
0.120.00-0.11
203916.9513.32-3.64
----
0.140.01-0.13
204017.0013.32-3.68
----
0.160.01-0.15
204117.0313.32-3.71
----
0.170.01-0.17
204217.0513.33-3.73
----
0.190.01-0.18
204317.0613.33-3.73
----
0.210.01-0.20
204417.0613.33-3.73
----
0.230.01-0.22
204517.0613.33-3.73
----
0.240.01-0.23
204617.0613.33-3.73
----
0.260.01-0.25
204717.0713.33-3.74
----
0.280.01-0.27
204817.0813.33-3.75
----
0.290.01-0.28
204917.0913.33-3.76
----
0.310.01-0.29
205017.1113.34-3.77
----
0.320.01-0.31
205117.1313.34-3.79
----
0.340.02-0.32
205217.1613.34-3.82
----
0.350.02-0.34
205317.2013.35-3.85
----
0.360.02-0.35
205417.2413.35-3.89
----
0.380.02-0.36
205517.2813.35-3.93
----
0.390.02-0.37
205617.3313.36-3.98
----
0.400.02-0.38
205717.3913.36-4.03
----
0.410.02-0.39
205817.4513.37-4.08
----
0.420.02-0.40
205917.5213.37-4.14
----
0.430.02-0.41
206017.5813.38-4.21
----
0.440.02-0.42
206117.6513.38-4.27
----
0.450.02-0.43
206217.7213.39-4.33
----
0.460.02-0.43
206317.7913.39-4.40
----
0.460.02-0.44
206417.8613.40-4.46
----
0.470.02-0.45
206517.9313.40-4.53
----
0.480.02-0.45
206618.0113.41-4.60
----
0.480.02-0.46
206718.0813.41-4.67
----
0.490.02-0.46
206818.1513.42-4.74
----
0.490.02-0.47
206918.2313.42-4.80
----
0.500.02-0.47
207018.3013.43-4.87
----
0.500.02-0.48
207118.3713.43-4.94
----
0.500.02-0.48
207218.4413.44-5.00
----
0.510.02-0.48
207318.4913.44-5.05
----
0.510.03-0.48
207418.5513.45-5.10
----
0.510.03-0.49
207518.5913.45-5.14
----
0.510.03-0.49
207618.6313.46-5.17
----
0.520.03-0.49
207718.6613.46-5.20
----
0.520.03-0.49
207818.6713.46-5.21
----
0.520.03-0.49
207918.6713.46-5.21
----
0.520.03-0.49
208018.6613.46-5.20
----
0.520.03-0.49
208118.6413.46-5.18
----
0.520.03-0.49
208218.6113.46-5.16
----
0.520.03-0.49
208318.5913.46-5.13
----
0.520.03-0.49
208418.5513.45-5.10
----
0.520.03-0.49
208518.5213.45-5.06
----
0.520.03-0.49
208618.4813.45-5.03
----
0.520.03-0.49
208718.4413.45-5.00
----
0.520.03-0.49
208818.4113.45-4.97
----
0.520.03-0.49
208918.3913.44-4.95
----
0.520.03-0.49
209018.3913.44-4.94
----
0.520.03-0.49
209118.3913.44-4.94
----
0.520.03-0.49
209218.4013.44-4.96
----
0.520.03-0.49
209318.4213.45-4.98
----
0.520.03-0.49
209418.4613.45-5.01
----
0.520.03-0.50
209518.5013.45-5.04
----
0.520.03-0.50

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 17.36% 13.86% -3.50% 2035 0.30% 0.01% -0.29%

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