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
202214.3012.95-1.35
231
0.000.030.03
202314.4312.97-1.46
214
-0.000.060.06
202414.6413.03-1.60
196
0.000.090.09
202514.8613.07-1.78
179
0.000.120.12
202615.1013.22-1.89
161
0.000.140.14
202715.3613.26-2.10
144
0.000.160.16
202815.6313.32-2.31
126
0.000.180.18
202915.8713.37-2.51
108
0.000.200.19
203016.1113.41-2.71
90
0.000.210.21
203116.2913.44-2.86
72
0.010.230.22
203216.4413.46-2.98
54
0.010.240.24
203316.5713.49-3.08
36
0.010.260.25
203416.6713.51-3.16
18
0.010.270.26
203516.7513.53-3.22
----
0.010.280.27
203616.8213.55-3.27
----
0.020.300.28
203716.8813.57-3.32
----
0.020.310.29
203816.9413.58-3.36
----
0.020.320.30
203916.9813.60-3.38
----
0.030.330.30
204017.0113.61-3.40
----
0.030.340.31
204117.0513.63-3.42
----
0.030.350.32
204217.0813.64-3.44
----
0.040.360.33
204317.0913.65-3.43
----
0.050.370.33
204417.1013.66-3.43
----
0.050.380.33
204517.1013.67-3.43
----
0.060.400.34
204617.1213.69-3.43
----
0.060.410.34
204717.1513.70-3.45
----
0.070.420.35
204817.1813.71-3.47
----
0.080.430.35
204917.2113.72-3.48
----
0.090.440.35
205017.2413.74-3.50
----
0.100.450.35
205117.2713.75-3.52
----
0.110.460.35
205217.3113.77-3.53
----
0.120.480.36
205317.3513.78-3.58
----
0.130.480.34
205417.4013.78-3.62
----
0.150.480.33
205517.4513.79-3.67
----
0.160.480.32
205617.5113.79-3.72
----
0.170.480.31
205717.5813.80-3.78
----
0.190.480.29
205817.6513.80-3.84
----
0.210.480.27
205917.7213.81-3.91
----
0.230.490.26
206017.7913.81-3.98
----
0.240.490.24
206117.8613.82-4.04
----
0.260.490.23
206217.9313.83-4.11
----
0.280.490.21
206318.0113.83-4.17
----
0.300.490.19
206418.0713.84-4.24
----
0.320.490.17
206518.1413.84-4.30
----
0.340.490.15
206618.2113.85-4.37
----
0.360.490.13
206718.2913.85-4.43
----
0.380.490.11
206818.3613.86-4.50
----
0.400.500.09
206918.4313.86-4.57
----
0.420.500.08
207018.5113.87-4.64
----
0.440.500.06
207118.5813.87-4.71
----
0.460.500.04
207218.6513.88-4.77
----
0.480.500.02
207318.7213.88-4.84
----
0.490.500.01
207418.7813.89-4.90
----
0.510.50-0.01
207518.8413.89-4.95
----
0.530.50-0.02
207618.8913.90-4.99
----
0.540.50-0.04
207718.9313.90-5.03
----
0.560.50-0.05
207818.9513.90-5.04
----
0.570.51-0.06
207918.9513.90-5.05
----
0.580.51-0.07
208018.9413.90-5.04
----
0.590.51-0.08
208118.9313.90-5.03
----
0.600.51-0.09
208218.9113.90-5.01
----
0.610.51-0.11
208318.8713.90-4.97
----
0.620.51-0.11
208418.8213.90-4.93
----
0.630.51-0.12
208518.7713.89-4.88
----
0.630.51-0.12
208618.7113.89-4.82
----
0.640.51-0.13
208718.6513.89-4.77
----
0.640.51-0.14
208818.5813.88-4.70
----
0.650.51-0.14
208918.5213.88-4.64
----
0.650.51-0.14
209018.4713.87-4.59
----
0.650.51-0.14
209118.4213.87-4.55
----
0.650.51-0.15
209218.3913.87-4.52
----
0.660.51-0.15
209318.3813.87-4.51
----
0.660.51-0.15
209418.3713.87-4.50
----
0.660.51-0.15
209518.3713.87-4.50
----
0.670.51-0.16
209618.3713.87-4.50
----
0.670.51-0.16

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 17.56% 14.17% -3.40% 2034 0.25% 0.39% 0.14%

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