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
202214.2513.02-1.23
233
0.000.090.09
202314.4313.13-1.30
217
-0.000.190.19
202414.6413.26-1.38
202
-0.000.280.28
202514.8813.38-1.50
186
-0.000.380.38
202615.1113.60-1.51
171
-0.000.470.47
202715.3513.72-1.63
157
-0.000.570.57
202815.5813.85-1.73
142
-0.000.660.67
202915.8313.99-1.85
128
-0.000.760.76
203016.0214.10-1.92
114
-0.000.850.86
203116.1914.20-1.98
101
-0.000.950.95
203216.3314.22-2.11
88
-0.000.950.96
203316.4514.23-2.22
75
-0.000.950.96
203416.5514.24-2.31
62
-0.000.950.96
203516.6214.25-2.38
49
-0.000.950.96
203616.6814.25-2.43
35
-0.000.950.96
203716.7314.26-2.48
21
-0.010.950.96
203816.7814.26-2.52
7
-0.010.950.96
203916.8114.27-2.54
----
-0.010.950.96
204016.8414.27-2.57
----
-0.010.950.96
204116.8514.27-2.58
----
-0.010.950.96
204216.8514.27-2.58
----
-0.010.950.96
204316.8414.27-2.57
----
-0.010.950.96
204416.8214.27-2.55
----
-0.010.950.96
204516.8114.27-2.53
----
-0.010.950.96
204616.7914.27-2.52
----
-0.010.950.97
204716.7814.27-2.50
----
-0.010.950.97
204816.7714.27-2.50
----
-0.010.950.97
204916.7714.28-2.49
----
-0.010.950.97
205016.7714.28-2.49
----
-0.020.950.97
205116.7814.28-2.50
----
-0.020.950.97
205216.7914.28-2.51
----
-0.020.950.97
205316.8114.28-2.53
----
-0.020.950.97
205416.8414.29-2.55
----
-0.020.950.97
205516.8714.29-2.58
----
-0.020.950.98
205616.9114.29-2.62
----
-0.020.950.98
205716.9514.30-2.66
----
-0.020.950.98
205817.0014.30-2.70
----
-0.020.950.98
205917.0614.31-2.75
----
-0.030.950.98
206017.1214.31-2.81
----
-0.030.950.98
206117.1814.32-2.86
----
-0.030.950.98
206217.2414.32-2.92
----
-0.030.960.98
206317.3014.33-2.97
----
-0.030.960.99
206417.3614.33-3.03
----
-0.030.960.99
206517.4214.34-3.09
----
-0.030.960.99
206617.4914.34-3.15
----
-0.030.960.99
206717.5614.35-3.21
----
-0.030.960.99
206817.6314.35-3.28
----
-0.040.960.99
206917.7014.36-3.34
----
-0.040.960.99
207017.7714.36-3.41
----
-0.040.960.99
207117.8314.37-3.47
----
-0.040.960.99
207217.8914.37-3.52
----
-0.040.961.00
207317.9414.38-3.57
----
-0.040.961.00
207417.9914.38-3.61
----
-0.040.961.00
207518.0414.38-3.65
----
-0.040.961.00
207618.0714.39-3.69
----
-0.040.961.00
207718.1014.39-3.71
----
-0.040.961.00
207818.1114.39-3.72
----
-0.040.961.00
207918.1114.39-3.72
----
-0.040.961.00
208018.0914.39-3.70
----
-0.040.961.00
208118.0714.39-3.68
----
-0.040.961.00
208218.0514.39-3.66
----
-0.040.961.00
208318.0214.39-3.63
----
-0.040.961.00
208417.9914.39-3.60
----
-0.040.961.00
208517.9514.39-3.57
----
-0.040.961.00
208617.9114.38-3.53
----
-0.040.961.00
208717.8814.38-3.50
----
-0.040.961.00
208817.8514.38-3.47
----
-0.040.961.00
208917.8314.38-3.45
----
-0.040.961.00
209017.8214.38-3.44
----
-0.040.961.00
209117.8214.38-3.45
----
-0.040.961.00
209217.8414.38-3.46
----
-0.040.961.00
209317.8614.38-3.48
----
-0.040.961.00
209417.8914.38-3.51
----
-0.040.961.00
209517.9314.39-3.54
----
-0.040.961.01

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 17.04% 14.71% -2.33% 2038 -0.02% 0.86% 0.88%

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