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
202114.1112.31-1.81
253
0.000.000.00
202214.3012.93-1.38
231
0.000.000.00
202314.3612.91-1.45
215
-0.07-0.000.07
202414.5012.94-1.56
198
-0.14-0.010.13
202514.6512.95-1.69
182
-0.21-0.010.20
202614.8213.06-1.76
165
-0.28-0.010.27
202715.0113.08-1.93
149
-0.35-0.020.34
202815.2013.12-2.08
132
-0.42-0.020.40
202915.3813.14-2.23
116
-0.49-0.020.47
203015.5513.16-2.39
99
-0.56-0.030.53
203115.6613.17-2.49
83
-0.62-0.030.59
203215.7513.18-2.57
67
-0.68-0.040.65
203315.8213.19-2.63
50
-0.74-0.040.70
203415.8713.19-2.67
34
-0.79-0.040.75
203515.9013.20-2.70
17
-0.84-0.040.80
203615.9213.20-2.71
1
-0.89-0.050.84
203715.9313.21-2.73
----
-0.93-0.050.88
203815.9513.21-2.74
----
-0.97-0.050.91
203915.9513.21-2.74
----
-1.00-0.050.95
204015.9413.21-2.73
----
-1.03-0.060.98
204115.9513.22-2.74
----
-1.07-0.061.01
204215.9513.22-2.73
----
-1.09-0.061.03
204315.9313.22-2.71
----
-1.12-0.061.05
204415.9113.22-2.69
----
-1.14-0.061.07
204515.9013.22-2.68
----
-1.15-0.061.09
204615.8913.22-2.67
----
-1.17-0.061.10
204715.8913.22-2.68
----
-1.18-0.071.12
204815.9013.22-2.68
----
-1.19-0.071.13
204915.9113.22-2.69
----
-1.20-0.071.14
205015.9313.22-2.70
----
-1.21-0.071.14
205115.9413.23-2.72
----
-1.22-0.071.15
205215.9613.23-2.74
----
-1.22-0.071.16
205315.9913.23-2.76
----
-1.23-0.071.16
205416.0213.23-2.79
----
-1.23-0.071.16
205516.0613.24-2.82
----
-1.24-0.071.17
205616.1013.24-2.86
----
-1.24-0.071.17
205716.1413.24-2.90
----
-1.24-0.071.18
205816.1913.25-2.94
----
-1.25-0.071.18
205916.2413.25-2.98
----
-1.25-0.071.18
206016.2913.26-3.03
----
-1.26-0.071.19
206116.3413.26-3.07
----
-1.27-0.071.19
206216.3813.27-3.12
----
-1.27-0.071.20
206316.4213.27-3.16
----
-1.28-0.071.21
206416.4713.27-3.19
----
-1.28-0.071.21
206516.5113.28-3.23
----
-1.29-0.071.22
206616.5513.28-3.27
----
-1.30-0.071.23
206716.6013.28-3.31
----
-1.31-0.071.23
206816.6413.29-3.36
----
-1.31-0.071.24
206916.6913.29-3.40
----
-1.32-0.081.25
207016.7413.29-3.44
----
-1.33-0.081.25
207116.7813.30-3.49
----
-1.34-0.081.26
207216.8313.30-3.53
----
-1.35-0.081.27
207316.8713.30-3.57
----
-1.35-0.081.28
207416.9113.31-3.61
----
-1.36-0.081.28
207516.9513.31-3.64
----
-1.37-0.081.29
207616.9813.31-3.66
----
-1.37-0.081.29
207716.9913.32-3.68
----
-1.38-0.081.30
207816.9913.32-3.68
----
-1.38-0.081.30
207916.9813.32-3.67
----
-1.39-0.081.31
208016.9613.32-3.65
----
-1.39-0.081.31
208116.9313.31-3.62
----
-1.39-0.081.31
208216.9013.31-3.59
----
-1.39-0.081.31
208316.8513.31-3.54
----
-1.40-0.081.31
208416.8013.31-3.49
----
-1.40-0.081.32
208516.7413.30-3.44
----
-1.40-0.081.31
208616.6813.30-3.38
----
-1.39-0.081.31
208716.6213.30-3.32
----
-1.39-0.081.31
208816.5513.29-3.25
----
-1.39-0.081.31
208916.4813.29-3.19
----
-1.39-0.081.31
209016.4313.28-3.14
----
-1.39-0.081.31
209116.3813.28-3.10
----
-1.38-0.081.30
209216.3513.28-3.07
----
-1.38-0.081.30
209316.3413.28-3.06
----
-1.38-0.081.30
209416.3313.28-3.05
----
-1.38-0.081.30
209516.3313.28-3.05
----
-1.37-0.081.30
209616.3313.28-3.05
----
-1.37-0.081.29

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
2021-2095 16.24% 13.72% -2.52% 2036 -1.08% -0.06% 1.02%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2021 Trustees Report.