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
202114.1112.31-1.81
253
0.000.000.00
202214.3012.93-1.38
231
0.000.000.00
202314.2912.91-1.38
216
-0.14-0.010.13
202414.3612.93-1.43
201
-0.28-0.010.27
202514.4412.94-1.49
186
-0.42-0.020.40
202614.5513.05-1.49
171
-0.56-0.030.53
202714.6613.07-1.60
156
-0.70-0.030.67
202814.7913.10-1.69
142
-0.84-0.040.80
202914.9013.12-1.78
128
-0.97-0.050.92
203015.0113.13-1.87
114
-1.10-0.061.05
203115.0613.14-1.92
101
-1.23-0.061.16
203215.1013.15-1.95
88
-1.34-0.071.27
203315.1113.15-1.96
75
-1.45-0.081.37
203415.1113.15-1.96
62
-1.54-0.081.46
203515.1013.16-1.94
50
-1.64-0.091.55
203615.0813.16-1.92
38
-1.72-0.091.63
203715.0613.16-1.90
25
-1.80-0.101.70
203815.0413.16-1.88
13
-1.87-0.101.77
203915.0113.16-1.85
1
-1.94-0.111.84
204014.9813.16-1.82
----
-2.00-0.111.89
204114.9613.16-1.80
----
-2.06-0.111.95
204214.9313.16-1.77
----
-2.11-0.111.99
204314.8913.16-1.73
----
-2.15-0.122.03
204414.8613.16-1.70
----
-2.19-0.122.07
204514.8313.16-1.67
----
-2.22-0.122.10
204614.8113.16-1.65
----
-2.25-0.122.12
204714.8113.16-1.65
----
-2.27-0.132.14
204814.8113.16-1.65
----
-2.29-0.132.16
204914.8113.16-1.65
----
-2.31-0.132.18
205014.8213.16-1.65
----
-2.32-0.132.19
205114.8313.16-1.66
----
-2.33-0.132.20
205214.8513.17-1.68
----
-2.34-0.132.21
205314.8713.17-1.70
----
-2.35-0.132.22
205414.8913.17-1.72
----
-2.36-0.132.23
205514.9313.17-1.75
----
-2.37-0.132.23
205614.9613.18-1.79
----
-2.37-0.132.24
205715.0013.18-1.82
----
-2.38-0.132.25
205815.0513.18-1.86
----
-2.39-0.132.25
205915.0913.19-1.90
----
-2.40-0.132.26
206015.1413.19-1.95
----
-2.41-0.142.27
206115.1813.20-1.99
----
-2.42-0.142.28
206215.2213.20-2.02
----
-2.43-0.142.29
206315.2613.20-2.06
----
-2.44-0.142.30
206415.3013.21-2.09
----
-2.45-0.142.32
206515.3313.21-2.12
----
-2.47-0.142.33
206615.3713.21-2.16
----
-2.48-0.142.34
206715.4113.22-2.19
----
-2.50-0.142.35
206815.4513.22-2.23
----
-2.51-0.142.37
206915.4913.22-2.26
----
-2.53-0.142.38
207015.5313.23-2.30
----
-2.54-0.142.40
207115.5713.23-2.34
----
-2.55-0.152.41
207215.6113.23-2.37
----
-2.57-0.152.42
207315.6413.23-2.41
----
-2.58-0.152.43
207415.6813.24-2.44
----
-2.59-0.152.45
207515.7113.24-2.47
----
-2.61-0.152.46
207615.7313.24-2.49
----
-2.62-0.152.47
207715.7413.24-2.50
----
-2.63-0.152.48
207815.7413.24-2.49
----
-2.64-0.152.49
207915.7213.24-2.48
----
-2.65-0.152.49
208015.7013.24-2.46
----
-2.65-0.152.50
208115.6713.24-2.43
----
-2.65-0.152.50
208215.6413.24-2.40
----
-2.66-0.152.50
208315.5913.24-2.35
----
-2.66-0.152.51
208415.5413.23-2.30
----
-2.66-0.152.51
208515.4813.23-2.25
----
-2.66-0.152.51
208615.4213.23-2.19
----
-2.66-0.152.50
208715.3613.22-2.13
----
-2.65-0.152.50
208815.2913.22-2.07
----
-2.65-0.152.50
208915.2313.22-2.01
----
-2.64-0.152.49
209015.1813.21-1.96
----
-2.64-0.152.49
209115.1413.21-1.93
----
-2.63-0.152.48
209215.1113.21-1.90
----
-2.63-0.152.47
209315.0913.21-1.88
----
-2.62-0.152.47
209415.0913.21-1.88
----
-2.62-0.152.47
209515.0913.21-1.88
----
-2.62-0.152.47
209615.0913.21-1.88
----
-2.61-0.152.46

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
2021-2095 15.25% 13.66% -1.59% 2039 -2.06% -0.11% 1.95%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2021 Trustees Report.