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
202915.8313.23-2.60
112
-0.00-0.000.00
203016.0213.24-2.77
94
-0.01-0.000.01
203116.1813.26-2.92
76
-0.01-0.000.01
203216.3213.27-3.05
58
-0.02-0.000.02
203316.4313.28-3.15
39
-0.02-0.000.02
203416.5113.28-3.23
21
-0.04-0.000.03
203516.5813.29-3.29
2
-0.05-0.000.05
203616.6213.30-3.32
----
-0.07-0.000.06
203716.6513.30-3.35
----
-0.09-0.000.08
203816.6713.30-3.37
----
-0.11-0.010.11
203916.6813.31-3.37
----
-0.14-0.010.13
204016.6813.31-3.37
----
-0.17-0.010.16
204116.6613.31-3.35
----
-0.20-0.010.19
204216.6313.31-3.32
----
-0.23-0.010.22
204316.5813.30-3.28
----
-0.27-0.010.25
204416.5313.30-3.23
----
-0.30-0.020.29
204516.4813.30-3.18
----
-0.34-0.020.32
204616.4213.30-3.12
----
-0.38-0.020.36
204716.3713.30-3.07
----
-0.42-0.020.40
204816.3213.29-3.03
----
-0.47-0.030.44
204916.2713.29-2.98
----
-0.51-0.030.48
205016.2313.29-2.94
----
-0.56-0.030.53
205116.1813.29-2.90
----
-0.61-0.040.57
205216.1513.29-2.86
----
-0.66-0.040.62
205316.1213.29-2.84
----
-0.71-0.040.67
205416.1013.29-2.81
----
-0.76-0.040.71
205516.0813.29-2.80
----
-0.81-0.050.76
205616.0713.29-2.78
----
-0.86-0.050.81
205716.0613.29-2.78
----
-0.91-0.050.86
205816.0613.29-2.77
----
-0.96-0.060.91
205916.0713.29-2.78
----
-1.02-0.060.96
206016.0713.29-2.78
----
-1.07-0.061.01
206116.0813.30-2.79
----
-1.12-0.071.06
206216.0913.30-2.80
----
-1.17-0.071.10
206316.1013.30-2.81
----
-1.22-0.071.15
206416.1213.30-2.82
----
-1.28-0.081.20
206516.1313.30-2.83
----
-1.33-0.081.25
206616.1513.30-2.84
----
-1.38-0.081.30
206716.1713.31-2.86
----
-1.43-0.091.34
206816.1913.31-2.88
----
-1.48-0.091.39
206916.2113.31-2.90
----
-1.53-0.091.43
207016.2313.31-2.92
----
-1.57-0.091.48
207116.2513.31-2.94
----
-1.62-0.101.52
207216.2713.31-2.95
----
-1.66-0.101.56
207316.2813.32-2.97
----
-1.70-0.101.60
207416.2913.32-2.98
----
-1.74-0.101.64
207516.3013.32-2.98
----
-1.78-0.111.67
207616.3013.32-2.98
----
-1.81-0.111.70
207716.3013.32-2.98
----
-1.84-0.111.73
207816.2813.32-2.96
----
-1.87-0.111.76
207916.2613.32-2.94
----
-1.89-0.111.78
208016.2313.32-2.91
----
-1.91-0.121.80
208116.1913.32-2.87
----
-1.93-0.121.81
208216.1513.31-2.84
----
-1.94-0.121.83
208316.1113.31-2.80
----
-1.96-0.121.84
208416.0613.31-2.75
----
-1.97-0.121.85
208516.0213.31-2.71
----
-1.98-0.121.86
208615.9713.30-2.67
----
-1.99-0.121.87
208715.9313.30-2.63
----
-1.99-0.121.87
208815.9013.30-2.60
----
-2.00-0.121.88
208915.8713.30-2.57
----
-2.01-0.121.88
209015.8513.30-2.56
----
-2.01-0.121.89
209115.8513.29-2.56
----
-2.02-0.121.89
209215.8613.30-2.56
----
-2.02-0.121.90
209315.8713.30-2.58
----
-2.03-0.121.91
209415.9013.30-2.60
----
-2.04-0.121.92
209515.9313.30-2.63
----
-2.05-0.121.92

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 16.19% 13.80% -2.40% 2035 -0.87% -0.05% 0.82%

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