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
202214.2513.09-1.16
233
0.000.160.16
202314.4313.10-1.34
218
-0.000.150.15
202414.6413.12-1.53
202
-0.000.140.14
202514.8813.12-1.76
186
-0.000.120.13
202615.1113.14-1.98
169
-0.000.010.01
202715.3513.14-2.21
151
0.00-0.01-0.01
202815.5813.16-2.42
133
0.00-0.03-0.03
202915.8313.18-2.65
115
0.00-0.05-0.05
203016.0213.19-2.83
97
0.00-0.05-0.05
203116.1913.20-2.99
78
0.00-0.06-0.06
203216.3313.21-3.13
60
0.00-0.06-0.06
203316.4513.21-3.24
41
0.00-0.07-0.07
203416.5513.22-3.33
22
0.00-0.07-0.07
203516.6313.22-3.41
2
0.00-0.07-0.07
203616.6913.22-3.46
----
0.00-0.07-0.07
203716.7413.23-3.51
----
0.00-0.08-0.08
203816.7913.23-3.56
----
0.00-0.08-0.08
203916.8213.23-3.59
----
0.00-0.08-0.08
204016.8513.23-3.61
----
0.00-0.08-0.08
204116.8613.23-3.62
----
0.00-0.08-0.08
204216.8613.23-3.63
----
0.00-0.09-0.09
204316.8513.23-3.62
----
0.00-0.09-0.09
204416.8313.23-3.60
----
0.00-0.09-0.09
204516.8213.23-3.59
----
0.00-0.09-0.09
204616.8013.23-3.57
----
0.00-0.09-0.09
204716.7913.23-3.56
----
0.00-0.09-0.09
204816.7913.23-3.56
----
0.00-0.09-0.09
204916.7913.23-3.56
----
0.00-0.09-0.09
205016.7913.23-3.56
----
0.00-0.09-0.09
205116.7913.23-3.56
----
0.00-0.09-0.10
205216.8113.23-3.58
----
0.00-0.10-0.10
205316.8313.23-3.60
----
0.00-0.10-0.10
205416.8613.23-3.63
----
0.00-0.10-0.10
205516.8913.23-3.66
----
0.00-0.10-0.10
205616.9313.24-3.70
----
0.00-0.10-0.10
205716.9813.24-3.74
----
0.00-0.10-0.10
205817.0313.24-3.79
----
0.00-0.10-0.11
205917.0913.24-3.84
----
0.00-0.11-0.11
206017.1413.25-3.90
----
0.00-0.11-0.11
206117.2113.25-3.95
----
0.00-0.11-0.11
206217.2713.25-4.01
----
0.00-0.11-0.11
206317.3313.26-4.07
----
0.00-0.11-0.11
206417.3913.26-4.13
----
0.00-0.11-0.12
206517.4613.26-4.19
----
0.00-0.12-0.12
206617.5313.27-4.26
----
0.00-0.12-0.12
206717.5913.27-4.32
----
0.00-0.12-0.12
206817.6613.28-4.39
----
0.00-0.12-0.12
206917.7313.28-4.46
----
0.00-0.12-0.12
207017.8013.28-4.52
----
0.00-0.12-0.12
207117.8713.29-4.58
----
0.00-0.12-0.12
207217.9313.29-4.64
----
0.00-0.13-0.13
207317.9813.29-4.69
----
0.00-0.13-0.13
207418.0413.29-4.74
----
0.00-0.13-0.13
207518.0813.30-4.78
----
0.00-0.13-0.13
207618.1213.30-4.82
----
0.00-0.13-0.13
207718.1413.30-4.84
----
0.00-0.13-0.13
207818.1513.30-4.85
----
0.00-0.13-0.13
207918.1513.30-4.85
----
0.00-0.13-0.13
208018.1413.30-4.84
----
0.00-0.13-0.13
208118.1213.30-4.82
----
0.00-0.13-0.13
208218.0913.30-4.80
----
0.00-0.13-0.13
208318.0713.30-4.77
----
0.00-0.13-0.13
208418.0313.29-4.74
----
0.00-0.13-0.13
208518.0013.29-4.70
----
0.00-0.13-0.13
208617.9613.29-4.67
----
0.00-0.13-0.13
208717.9213.29-4.64
----
0.00-0.13-0.13
208817.9013.29-4.61
----
0.00-0.13-0.13
208917.8813.29-4.59
----
0.00-0.13-0.13
209017.8713.29-4.58
----
0.00-0.13-0.13
209117.8713.29-4.58
----
0.00-0.13-0.13
209217.8813.29-4.59
----
0.00-0.13-0.13
209317.9013.29-4.62
----
0.00-0.13-0.13
209417.9413.29-4.65
----
0.00-0.13-0.13
209517.9713.29-4.68
----
0.00-0.13-0.13

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 17.06% 13.77% -3.29% 2035 0.00% -0.08% -0.08%

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