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
0.000.000.00
202815.5813.45-2.13
130
0.000.270.27
202915.8313.50-2.33
114
-0.000.270.27
203016.0213.52-2.50
97
0.000.270.27
203116.1913.53-2.66
81
0.000.270.27
203216.3313.54-2.79
64
0.000.280.27
203316.4613.55-2.90
47
0.000.280.27
203416.5513.56-2.99
30
0.000.280.27
203516.6313.57-3.06
12
0.010.280.27
203616.6913.58-3.12
----
0.010.280.27
203716.7513.58-3.17
----
0.010.280.27
203816.8013.59-3.21
----
0.010.280.27
203916.8313.59-3.24
----
0.010.280.26
204016.8613.59-3.27
----
0.020.280.26
204116.8813.60-3.28
----
0.020.280.26
204216.8813.60-3.28
----
0.020.280.26
204316.8713.60-3.27
----
0.020.280.26
204416.8613.60-3.26
----
0.030.280.25
204516.8513.60-3.25
----
0.030.280.25
204616.8313.60-3.23
----
0.030.280.25
204716.8313.60-3.23
----
0.040.280.24
204816.8313.60-3.23
----
0.040.280.24
204916.8313.60-3.22
----
0.040.280.24
205016.8413.61-3.23
----
0.050.280.24
205116.8513.61-3.24
----
0.050.280.23
205216.8613.61-3.25
----
0.060.280.23
205316.8913.61-3.28
----
0.060.290.23
205416.9213.62-3.31
----
0.060.290.22
205516.9613.62-3.34
----
0.070.290.22
205617.0113.63-3.38
----
0.070.290.21
205717.0513.63-3.42
----
0.080.290.21
205817.1113.64-3.48
----
0.080.290.21
205917.1713.64-3.53
----
0.090.290.20
206017.2413.65-3.59
----
0.090.290.20
206117.3013.65-3.65
----
0.100.290.20
206217.3713.66-3.71
----
0.100.290.19
206317.4313.66-3.77
----
0.110.290.19
206417.5013.67-3.83
----
0.110.290.18
206517.5713.67-3.90
----
0.110.290.18
206617.6413.68-3.96
----
0.120.290.18
206717.7213.69-4.03
----
0.120.300.17
206817.7913.69-4.10
----
0.130.300.17
206917.8713.70-4.17
----
0.130.300.16
207017.9413.70-4.24
----
0.140.300.16
207118.0113.71-4.30
----
0.140.300.16
207218.0713.71-4.36
----
0.150.300.15
207318.1313.72-4.42
----
0.150.300.15
207418.1913.72-4.47
----
0.150.300.15
207518.2413.73-4.51
----
0.160.300.14
207618.2713.73-4.54
----
0.160.300.14
207718.3013.73-4.57
----
0.160.300.14
207818.3213.74-4.58
----
0.160.300.14
207918.3213.74-4.58
----
0.170.300.14
208018.3113.74-4.57
----
0.170.300.13
208118.2913.74-4.55
----
0.170.300.13
208218.2713.74-4.53
----
0.170.300.13
208318.2413.73-4.50
----
0.170.300.13
208418.2113.73-4.47
----
0.170.300.13
208518.1713.73-4.44
----
0.170.300.13
208618.1313.73-4.40
----
0.180.300.13
208718.1013.73-4.37
----
0.180.310.13
208818.0713.72-4.35
----
0.180.310.13
208918.0513.72-4.33
----
0.180.310.13
209018.0413.72-4.32
----
0.180.310.13
209118.0513.72-4.32
----
0.180.310.13
209218.0613.72-4.33
----
0.180.310.13
209318.0813.73-4.36
----
0.180.310.13
209418.1213.73-4.39
----
0.180.310.13
209518.1513.73-4.42
----
0.180.310.13

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 17.14% 14.10% -3.03% 2035 0.08% 0.25% 0.18%

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