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
202114.1112.90-1.21
247
0.060.00-0.06
202214.3112.93-1.38
231
0.060.00-0.06
202314.5012.95-1.55
215
0.060.00-0.06
202414.7112.98-1.73
198
0.060.00-0.06
202514.9413.00-1.94
181
0.070.00-0.06
202615.1813.13-2.05
163
0.070.00-0.06
202715.4213.15-2.27
145
0.070.00-0.07
202815.6613.19-2.47
127
0.080.00-0.07
202915.9113.23-2.68
108
0.080.00-0.07
203016.1013.25-2.86
90
0.080.00-0.08
203116.2713.26-3.01
72
0.090.00-0.08
203216.4213.27-3.15
53
0.090.01-0.09
203316.5513.28-3.27
34
0.100.01-0.09
203416.6513.29-3.36
15
0.100.01-0.09
203516.7313.30-3.43
----
0.100.01-0.10
203616.7913.31-3.49
----
0.110.01-0.10
203716.8513.31-3.54
----
0.110.01-0.10
203816.9013.32-3.58
----
0.110.01-0.11
203916.9313.32-3.61
----
0.120.01-0.11
204016.9713.32-3.64
----
0.120.01-0.11
204116.9813.33-3.66
----
0.130.01-0.12
204216.9913.33-3.66
----
0.130.01-0.12
204316.9813.33-3.65
----
0.130.01-0.12
204416.9713.33-3.64
----
0.130.01-0.13
204516.9513.33-3.63
----
0.140.01-0.13
204616.9413.33-3.61
----
0.140.01-0.13
204716.9313.33-3.60
----
0.140.01-0.13
204816.9313.33-3.60
----
0.140.01-0.13
204916.9313.33-3.60
----
0.140.01-0.14
205016.9313.33-3.60
----
0.140.01-0.14
205116.9413.33-3.60
----
0.140.01-0.13
205216.9513.33-3.62
----
0.140.01-0.13
205316.9713.34-3.64
----
0.140.01-0.13
205417.0013.34-3.66
----
0.140.01-0.13
205517.0413.34-3.69
----
0.140.01-0.13
205617.0713.35-3.73
----
0.140.01-0.13
205717.1213.35-3.77
----
0.140.01-0.13
205817.1713.36-3.81
----
0.140.01-0.13
205917.2213.36-3.86
----
0.140.01-0.13
206017.2813.36-3.92
----
0.140.01-0.13
206117.3413.37-3.97
----
0.140.01-0.13
206217.4013.37-4.03
----
0.140.01-0.13
206317.4713.38-4.09
----
0.140.01-0.13
206417.5313.38-4.15
----
0.140.01-0.13
206517.6013.39-4.21
----
0.140.01-0.13
206617.6713.39-4.27
----
0.140.01-0.13
206717.7413.40-4.34
----
0.140.01-0.13
206817.8113.40-4.40
----
0.150.01-0.14
206917.8813.41-4.47
----
0.150.01-0.14
207017.9513.41-4.54
----
0.150.01-0.14
207118.0213.42-4.60
----
0.150.01-0.14
207218.0813.42-4.66
----
0.150.01-0.14
207318.1413.43-4.71
----
0.150.01-0.15
207418.1913.43-4.76
----
0.160.01-0.15
207518.2413.44-4.80
----
0.160.01-0.15
207618.2813.44-4.84
----
0.160.01-0.15
207718.3013.44-4.86
----
0.160.01-0.15
207818.3213.44-4.87
----
0.170.01-0.16
207918.3213.44-4.87
----
0.170.01-0.16
208018.3113.44-4.86
----
0.170.01-0.16
208118.2913.44-4.84
----
0.170.01-0.16
208218.2613.44-4.82
----
0.170.01-0.16
208318.2413.44-4.80
----
0.170.01-0.16
208418.2013.44-4.77
----
0.170.01-0.16
208518.1713.44-4.73
----
0.170.01-0.16
208618.1313.43-4.70
----
0.170.01-0.16
208718.1013.43-4.67
----
0.170.01-0.16
208818.0713.43-4.64
----
0.170.01-0.16
208918.0513.43-4.62
----
0.180.01-0.16
209018.0413.43-4.61
----
0.180.01-0.17
209118.0513.43-4.62
----
0.180.01-0.17
209218.0613.43-4.63
----
0.180.01-0.17
209318.0913.43-4.65
----
0.180.01-0.17
209418.1213.43-4.69
----
0.180.01-0.17
209518.1613.44-4.72
----
0.180.01-0.17

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 17.19% 13.86% -3.33% 2034 0.13% 0.01% -0.12%

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