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
202214.2513.21-1.04
233
0.000.280.28
202314.4313.32-1.11
219
-0.000.380.38
202414.6413.45-1.19
204
-0.000.470.47
202514.8813.47-1.40
190
-0.000.480.48
202615.1113.61-1.51
175
-0.000.480.48
202715.3513.63-1.71
161
-0.000.490.49
202815.5813.68-1.90
146
-0.000.490.49
202915.8313.72-2.11
130
-0.000.490.49
203016.0213.74-2.28
115
-0.000.500.50
203116.1913.76-2.43
99
-0.000.500.50
203216.3313.78-2.56
84
-0.000.510.51
203316.4513.79-2.66
68
-0.000.510.51
203416.5513.80-2.74
53
-0.000.520.52
203516.6313.82-2.81
37
-0.000.520.53
203616.6913.83-2.86
20
-0.000.530.53
203716.7413.84-2.90
4
-0.000.530.54
203816.7813.85-2.93
----
-0.000.540.54
203916.8213.86-2.96
----
-0.000.550.55
204016.8513.87-2.98
----
-0.000.550.55
204116.8613.87-2.98
----
-0.000.560.56
204216.8613.88-2.98
----
-0.000.560.56
204316.8513.89-2.96
----
-0.000.570.57
204416.8313.89-2.94
----
-0.000.570.57
204516.8213.90-2.92
----
-0.000.580.58
204616.8013.90-2.90
----
-0.000.580.58
204716.7913.91-2.88
----
-0.000.590.59
204816.7913.91-2.87
----
-0.000.590.59
204916.7813.92-2.86
----
-0.000.600.60
205016.7913.93-2.86
----
-0.000.600.60
205116.7913.93-2.86
----
-0.000.610.61
205216.8113.94-2.87
----
-0.000.610.61
205316.8313.95-2.88
----
-0.000.620.62
205416.8613.96-2.90
----
-0.000.620.62
205516.8913.96-2.93
----
-0.000.630.63
205616.9313.97-2.96
----
-0.000.630.64
205716.9813.98-2.99
----
-0.000.640.64
205817.0313.99-3.04
----
-0.000.640.65
205917.0814.00-3.08
----
-0.000.650.65
206017.1414.01-3.13
----
-0.000.650.66
206117.2014.02-3.18
----
-0.000.660.66
206217.2714.03-3.23
----
-0.000.670.67
206317.3314.04-3.29
----
-0.000.670.67
206417.3914.05-3.34
----
-0.000.680.68
206517.4614.06-3.39
----
-0.000.680.68
206617.5214.07-3.45
----
-0.000.690.69
206717.5914.08-3.51
----
-0.000.690.69
206817.6614.09-3.57
----
-0.000.700.70
206917.7314.10-3.63
----
-0.000.700.70
207017.8014.11-3.69
----
-0.000.710.71
207117.8714.12-3.75
----
-0.000.710.71
207217.9314.13-3.80
----
-0.000.720.72
207317.9814.14-3.84
----
-0.000.720.72
207418.0314.15-3.88
----
-0.000.730.73
207518.0814.16-3.92
----
-0.000.730.73
207618.1114.17-3.94
----
-0.000.740.74
207718.1414.18-3.96
----
-0.000.740.75
207818.1514.18-3.97
----
-0.000.750.75
207918.1514.19-3.96
----
-0.000.760.76
208018.1414.19-3.94
----
-0.000.760.76
208118.1214.20-3.92
----
-0.000.770.77
208218.0914.20-3.89
----
-0.000.770.77
208318.0714.21-3.86
----
-0.000.780.78
208418.0314.21-3.82
----
-0.000.780.78
208518.0014.21-3.78
----
-0.000.790.79
208617.9614.22-3.74
----
-0.000.790.79
208717.9214.22-3.70
----
-0.000.800.80
208817.8914.22-3.67
----
-0.000.800.81
208917.8714.23-3.65
----
-0.000.810.81
209017.8714.23-3.63
----
-0.000.810.82
209117.8714.24-3.63
----
-0.000.820.82
209217.8814.24-3.64
----
-0.000.830.83
209317.9014.25-3.65
----
-0.000.830.83
209417.9414.26-3.68
----
-0.000.840.84
209517.9714.27-3.71
----
-0.000.840.84

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% 14.46% -2.60% 2037 -0.00% 0.61% 0.61%

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