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
-0.00-0.000.00
202815.5813.19-2.39
130
-0.00-0.000.00
202915.8313.23-2.61
112
-0.00-0.000.00
203016.0213.24-2.78
94
-0.00-0.000.00
203116.1913.26-2.93
76
-0.00-0.000.00
203216.3313.27-3.06
58
-0.00-0.000.00
203316.4513.28-3.17
39
-0.00-0.000.00
203416.5413.29-3.26
20
-0.01-0.000.01
203516.6213.29-3.33
1
-0.01-0.000.01
203616.6813.30-3.38
----
-0.01-0.000.01
203716.7313.30-3.42
----
-0.01-0.000.01
203816.7713.31-3.46
----
-0.02-0.000.01
203916.8013.31-3.49
----
-0.02-0.000.02
204016.8213.31-3.51
----
-0.02-0.000.02
204116.8313.32-3.52
----
-0.03-0.000.02
204216.8313.32-3.51
----
-0.03-0.000.03
204316.8213.32-3.50
----
-0.03-0.000.03
204416.8013.32-3.48
----
-0.04-0.000.03
204516.7813.32-3.46
----
-0.04-0.000.04
204616.7613.32-3.44
----
-0.04-0.000.04
204716.7413.32-3.43
----
-0.05-0.000.04
204816.7413.32-3.42
----
-0.05-0.000.05
204916.7313.32-3.41
----
-0.05-0.000.05
205016.7313.32-3.41
----
-0.06-0.000.05
205116.7313.32-3.41
----
-0.06-0.000.06
205216.7513.32-3.42
----
-0.06-0.000.06
205316.7713.32-3.44
----
-0.06-0.000.06
205416.7913.33-3.46
----
-0.07-0.000.06
205516.8213.33-3.49
----
-0.07-0.000.07
205616.8613.33-3.53
----
-0.07-0.000.07
205716.9013.34-3.56
----
-0.07-0.000.07
205816.9513.34-3.61
----
-0.08-0.000.07
205917.0113.35-3.66
----
-0.08-0.000.07
206017.0613.35-3.71
----
-0.08-0.000.07
206117.1213.36-3.77
----
-0.08-0.000.08
206217.1813.36-3.82
----
-0.08-0.000.08
206317.2513.37-3.88
----
-0.08-0.000.08
206417.3113.37-3.94
----
-0.08-0.000.08
206517.3713.38-4.00
----
-0.09-0.010.08
206617.4413.38-4.06
----
-0.09-0.010.08
206717.5113.39-4.12
----
-0.09-0.010.08
206817.5813.39-4.19
----
-0.09-0.010.08
206917.6513.40-4.25
----
-0.09-0.010.08
207017.7213.40-4.32
----
-0.09-0.010.08
207117.7813.41-4.38
----
-0.09-0.010.08
207217.8413.41-4.43
----
-0.09-0.010.08
207317.8913.41-4.48
----
-0.09-0.010.08
207417.9413.42-4.53
----
-0.09-0.010.09
207517.9913.42-4.57
----
-0.09-0.010.09
207618.0213.42-4.60
----
-0.09-0.010.09
207718.0513.43-4.62
----
-0.09-0.010.09
207818.0613.43-4.63
----
-0.09-0.010.09
207918.0613.43-4.63
----
-0.09-0.010.09
208018.0513.43-4.62
----
-0.09-0.010.09
208118.0313.43-4.60
----
-0.09-0.010.09
208218.0013.43-4.58
----
-0.09-0.010.09
208317.9713.42-4.55
----
-0.09-0.010.09
208417.9413.42-4.52
----
-0.09-0.010.09
208517.9113.42-4.48
----
-0.09-0.010.09
208617.8713.42-4.45
----
-0.09-0.010.09
208717.8313.42-4.42
----
-0.09-0.010.09
208817.8113.41-4.39
----
-0.09-0.010.09
208917.7913.41-4.37
----
-0.09-0.010.09
209017.7813.41-4.36
----
-0.09-0.010.09
209117.7813.41-4.37
----
-0.09-0.010.09
209217.7913.41-4.38
----
-0.09-0.010.09
209317.8113.41-4.40
----
-0.09-0.010.09
209417.8513.42-4.43
----
-0.09-0.010.09
209517.8813.42-4.46
----
-0.09-0.010.09

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 17.01% 13.84% -3.16% 2035 -0.05% -0.00% 0.05%

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