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
202314.4312.91-1.52
214
-0.00-0.000.00
202414.6312.94-1.69
196
-0.00-0.000.00
202514.8512.96-1.89
178
-0.01-0.000.01
202615.0913.08-2.01
160
-0.02-0.000.02
202715.3413.10-2.24
141
-0.03-0.000.03
202815.5813.14-2.45
123
-0.04-0.000.04
202915.8113.17-2.64
105
-0.06-0.000.06
203016.0213.19-2.83
86
-0.09-0.000.08
203116.1713.20-2.97
68
-0.11-0.000.11
203216.2913.21-3.08
49
-0.15-0.010.14
203316.3813.22-3.15
30
-0.18-0.010.17
203416.4413.23-3.21
11
-0.22-0.010.21
203516.4813.23-3.25
----
-0.26-0.010.24
203616.5113.24-3.27
----
-0.29-0.010.28
203716.5313.24-3.29
----
-0.33-0.020.32
203816.5513.24-3.30
----
-0.37-0.020.35
203916.5513.25-3.30
----
-0.40-0.020.38
204016.5413.25-3.29
----
-0.43-0.020.41
204116.5513.25-3.30
----
-0.47-0.020.44
204216.5413.25-3.29
----
-0.50-0.020.47
204316.5113.25-3.26
----
-0.53-0.030.50
204416.4913.25-3.24
----
-0.56-0.030.53
204516.4613.25-3.21
----
-0.59-0.030.56
204616.4413.25-3.19
----
-0.61-0.030.58
204716.4413.25-3.19
----
-0.64-0.030.61
204816.4313.25-3.18
----
-0.67-0.030.63
204916.4313.25-3.17
----
-0.69-0.040.66
205016.4213.25-3.17
----
-0.71-0.040.68
205116.4213.26-3.17
----
-0.74-0.040.70
205216.4313.26-3.17
----
-0.76-0.040.72
205316.4413.26-3.18
----
-0.78-0.040.74
205416.4613.26-3.20
----
-0.80-0.040.75
205516.4813.26-3.22
----
-0.81-0.040.77
205616.5113.27-3.24
----
-0.83-0.040.78
205716.5413.27-3.27
----
-0.84-0.040.80
205816.5813.27-3.31
----
-0.85-0.040.81
205916.6313.28-3.35
----
-0.87-0.050.82
206016.6713.28-3.39
----
-0.88-0.050.83
206116.7213.29-3.43
----
-0.88-0.050.84
206216.7613.29-3.47
----
-0.89-0.050.84
206316.8013.29-3.51
----
-0.90-0.050.85
206416.8513.30-3.55
----
-0.90-0.050.86
206516.8913.30-3.59
----
-0.91-0.050.86
206616.9413.30-3.63
----
-0.91-0.050.87
206716.9913.31-3.68
----
-0.92-0.050.87
206817.0313.31-3.72
----
-0.92-0.050.87
206917.0813.32-3.77
----
-0.93-0.050.88
207017.1413.32-3.82
----
-0.93-0.050.88
207117.1913.32-3.86
----
-0.94-0.050.89
207217.2313.33-3.91
----
-0.94-0.050.89
207317.2813.33-3.95
----
-0.94-0.050.89
207417.3313.33-3.99
----
-0.95-0.050.89
207517.3713.34-4.03
----
-0.95-0.050.90
207617.4013.34-4.06
----
-0.95-0.050.90
207717.4213.34-4.07
----
-0.95-0.050.90
207817.4213.34-4.08
----
-0.95-0.050.90
207917.4213.34-4.07
----
-0.95-0.050.90
208017.4013.34-4.06
----
-0.95-0.050.90
208117.3813.34-4.03
----
-0.95-0.050.90
208217.3413.34-4.00
----
-0.95-0.050.90
208317.3013.34-3.96
----
-0.95-0.050.90
208417.2513.34-3.91
----
-0.95-0.050.89
208517.2013.33-3.86
----
-0.94-0.050.89
208617.1413.33-3.81
----
-0.94-0.050.89
208717.0713.33-3.75
----
-0.94-0.050.89
208817.0013.32-3.68
----
-0.93-0.050.88
208916.9413.32-3.62
----
-0.93-0.050.88
209016.8913.31-3.57
----
-0.93-0.050.88
209116.8413.31-3.53
----
-0.93-0.050.88
209216.8113.31-3.50
----
-0.92-0.050.87
209316.7913.31-3.48
----
-0.92-0.050.87
209416.7813.31-3.47
----
-0.92-0.050.87
209516.7813.31-3.47
----
-0.92-0.050.87
209616.7813.31-3.47
----
-0.92-0.050.87

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 16.68% 13.74% -2.94% 2034 -0.63% -0.03% 0.60%

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