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
202414.6413.07-1.58
200
0.000.090.09
202514.8813.18-1.69
183
-0.000.190.19
202615.1113.41-1.70
167
-0.000.280.28
202715.3513.53-1.82
151
-0.000.380.38
202815.5813.66-1.92
136
-0.000.470.47
202915.8313.80-2.04
121
-0.000.570.57
203016.0213.91-2.11
106
-0.000.660.67
203116.1914.02-2.17
92
-0.000.760.76
203216.3314.12-2.21
78
-0.000.850.86
203316.4514.23-2.22
64
-0.000.950.95
203416.5514.33-2.22
51
-0.001.041.05
203516.6214.43-2.19
38
-0.001.141.14
203616.6814.53-2.15
26
-0.001.231.24
203716.7314.63-2.10
13
-0.001.331.33
203816.7814.73-2.05
1
-0.011.421.43
203916.8114.83-1.98
----
-0.011.521.52
204016.8414.93-1.91
----
-0.011.611.62
204116.8515.02-1.83
----
-0.011.711.71
204216.8515.12-1.73
----
-0.011.801.81
204316.8415.21-1.63
----
-0.011.891.90
204416.8215.31-1.51
----
-0.011.992.00
204516.8115.40-1.40
----
-0.012.082.09
204616.7915.50-1.29
----
-0.012.182.19
204716.7815.59-1.19
----
-0.012.272.28
204816.7715.59-1.18
----
-0.022.272.29
204916.7715.59-1.17
----
-0.022.272.29
205016.7715.60-1.17
----
-0.022.272.29
205116.7715.60-1.17
----
-0.022.272.29
205216.7915.60-1.19
----
-0.022.272.30
205316.8115.60-1.20
----
-0.022.272.30
205416.8315.61-1.23
----
-0.032.282.30
205516.8715.61-1.26
----
-0.032.282.30
205616.9015.61-1.29
----
-0.032.282.30
205716.9515.62-1.33
----
-0.032.282.31
205817.0015.62-1.37
----
-0.032.282.31
205917.0515.63-1.42
----
-0.032.282.31
206017.1115.63-1.47
----
-0.042.282.31
206117.1715.64-1.53
----
-0.042.282.32
206217.2315.64-1.58
----
-0.042.282.32
206317.2915.65-1.64
----
-0.042.282.32
206417.3515.65-1.69
----
-0.052.282.32
206517.4115.66-1.75
----
-0.052.282.33
206617.4715.66-1.81
----
-0.052.282.33
206717.5415.67-1.87
----
-0.052.282.33
206817.6115.68-1.93
----
-0.052.282.33
206917.6815.68-2.00
----
-0.062.282.34
207017.7515.69-2.06
----
-0.062.282.34
207117.8115.69-2.12
----
-0.062.282.34
207217.8715.70-2.17
----
-0.062.282.34
207317.9215.70-2.22
----
-0.062.282.35
207417.9715.71-2.26
----
-0.072.282.35
207518.0115.71-2.30
----
-0.072.282.35
207618.0415.71-2.33
----
-0.072.282.35
207718.0715.72-2.35
----
-0.072.282.36
207818.0815.72-2.36
----
-0.072.282.36
207918.0815.72-2.36
----
-0.072.282.36
208018.0615.72-2.34
----
-0.082.292.36
208118.0415.72-2.32
----
-0.082.292.36
208218.0215.72-2.30
----
-0.082.292.36
208317.9915.72-2.27
----
-0.082.292.37
208417.9515.72-2.24
----
-0.082.292.37
208517.9215.71-2.20
----
-0.082.292.37
208617.8815.80-2.07
----
-0.082.382.46
208717.8415.90-1.94
----
-0.082.482.56
208817.8115.99-1.82
----
-0.082.572.65
208917.7916.08-1.71
----
-0.082.672.75
209017.7816.18-1.60
----
-0.082.762.84
209117.7816.18-1.60
----
-0.082.762.85
209217.8016.18-1.61
----
-0.092.762.85
209317.8216.19-1.63
----
-0.092.772.85
209417.8516.19-1.66
----
-0.092.772.85
209517.8916.19-1.69
----
-0.092.772.85

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 17.03% 15.61% -1.41% 2038 -0.03% 1.77% 1.80%

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