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
202314.4313.41-1.02
214
0.000.500.50
202414.6413.93-0.71
199
-0.000.980.98
202514.8514.41-0.44
187
-0.001.451.46
202615.1014.98-0.12
178
-0.001.901.91
202715.3615.430.07
171
-0.002.332.34
202815.6215.48-0.14
166
-0.012.342.35
202915.8615.50-0.36
161
-0.012.332.34
203016.0915.50-0.59
154
-0.022.312.33
203116.2615.52-0.74
148
-0.022.312.34
203216.4015.53-0.87
142
-0.032.312.35
203316.5215.54-0.97
135
-0.042.322.36
203416.6115.55-1.05
128
-0.052.322.37
203516.6715.56-1.11
122
-0.062.322.38
203616.7315.57-1.16
116
-0.072.322.39
203716.7815.57-1.20
110
-0.082.322.40
203816.8215.58-1.24
104
-0.092.322.41
203916.8515.59-1.26
98
-0.102.322.42
204016.8715.59-1.28
91
-0.112.322.43
204116.9015.59-1.31
85
-0.122.322.44
204216.9115.60-1.32
78
-0.122.322.45
204316.9115.60-1.31
71
-0.132.322.45
204416.9115.60-1.31
64
-0.132.322.46
204516.9115.60-1.31
57
-0.142.332.46
204616.9215.61-1.31
50
-0.142.332.47
204716.9315.61-1.32
43
-0.142.332.47
204816.9515.62-1.34
36
-0.152.332.48
204916.9715.62-1.35
28
-0.152.332.48
205016.9915.62-1.37
21
-0.152.332.48
205117.0115.63-1.39
13
-0.152.332.48
205217.0415.63-1.41
5
-0.152.332.48
205317.0715.64-1.44
----
-0.142.342.48
205417.1115.64-1.47
----
-0.142.342.48
205517.1515.65-1.51
----
-0.142.342.48
205617.2015.65-1.55
----
-0.142.342.48
205717.2515.66-1.60
----
-0.132.342.47
205817.3115.66-1.65
----
-0.132.342.47
205917.3715.67-1.70
----
-0.122.352.47
206017.4315.68-1.76
----
-0.112.352.46
206117.4915.68-1.81
----
-0.112.352.46
206217.5515.69-1.86
----
-0.102.352.45
206317.6115.70-1.91
----
-0.102.352.45
206417.6615.70-1.96
----
-0.092.362.45
206517.7215.71-2.01
----
-0.082.362.44
206617.7815.71-2.06
----
-0.082.362.44
206717.8315.72-2.12
----
-0.072.362.43
206817.8915.72-2.17
----
-0.062.362.43
206917.9515.73-2.22
----
-0.062.372.42
207018.0215.74-2.28
----
-0.052.372.42
207118.0715.74-2.33
----
-0.052.372.42
207218.1315.75-2.38
----
-0.042.372.41
207318.1915.75-2.43
----
-0.042.372.41
207418.2415.76-2.48
----
-0.032.372.41
207518.2915.76-2.52
----
-0.032.382.40
207618.3215.77-2.55
----
-0.032.382.40
207718.3515.77-2.58
----
-0.022.382.40
207818.3615.77-2.58
----
-0.022.382.40
207918.3515.78-2.58
----
-0.022.382.40
208018.3415.78-2.56
----
-0.012.382.40
208118.3215.78-2.54
----
-0.012.382.39
208218.2915.78-2.51
----
-0.012.392.39
208318.2415.78-2.47
----
-0.012.392.39
208418.1915.78-2.42
----
-0.002.392.39
208518.1415.77-2.36
----
-0.002.392.39
208618.0815.77-2.30
----
-0.002.392.39
208718.0115.77-2.24
----
0.002.392.39
208817.9415.77-2.17
----
0.002.392.39
208917.8715.76-2.11
----
0.002.392.39
209017.8215.76-2.06
----
0.002.402.39
209117.7715.76-2.01
----
0.002.402.39
209217.7415.76-1.98
----
0.002.402.39
209317.7215.76-1.96
----
0.012.402.39
209417.7115.76-1.95
----
0.012.402.39
209517.7115.76-1.95
----
0.012.402.39
209617.7115.76-1.95
----
0.012.402.39

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 17.25% 16.00% -1.25% 2052 -0.06% 2.22% 2.28%

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