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
-0.00-0.000.00
202214.2312.93-1.30
233
-0.02-0.000.02
202314.4012.94-1.46
217
-0.03-0.000.03
202414.5912.98-1.62
201
-0.05-0.000.05
202514.8012.99-1.81
185
-0.08-0.000.08
202615.0013.12-1.88
168
-0.11-0.000.10
202715.2013.14-2.06
151
-0.14-0.010.14
202815.4013.18-2.22
134
-0.18-0.010.17
202915.6113.22-2.39
117
-0.22-0.010.21
203015.7613.23-2.53
100
-0.26-0.010.25
203115.8813.24-2.64
84
-0.31-0.020.29
203215.9913.25-2.74
67
-0.34-0.020.33
203316.0713.26-2.81
50
-0.38-0.020.36
203416.1313.26-2.87
33
-0.42-0.020.40
203516.1813.27-2.91
16
-0.45-0.020.43
203616.2013.27-2.93
----
-0.48-0.030.46
203716.2213.28-2.95
----
-0.51-0.030.49
203816.2413.28-2.96
----
-0.54-0.030.51
203916.2413.28-2.96
----
-0.57-0.030.54
204016.2513.28-2.96
----
-0.60-0.030.57
204116.2413.28-2.95
----
-0.62-0.030.59
204216.2113.28-2.93
----
-0.65-0.040.61
204316.1813.28-2.90
----
-0.67-0.040.63
204416.1513.28-2.86
----
-0.69-0.040.65
204516.1113.28-2.83
----
-0.71-0.040.67
204616.0813.28-2.80
----
-0.72-0.040.68
204716.0513.28-2.77
----
-0.74-0.040.70
204816.0313.28-2.75
----
-0.76-0.040.71
204916.0213.28-2.74
----
-0.77-0.040.73
205016.0113.28-2.73
----
-0.78-0.040.74
205116.0013.28-2.72
----
-0.79-0.040.75
205216.0113.28-2.73
----
-0.80-0.040.76
205316.0213.28-2.74
----
-0.81-0.050.76
205416.0413.29-2.76
----
-0.82-0.050.77
205516.0713.29-2.78
----
-0.82-0.050.78
205616.1013.29-2.81
----
-0.83-0.050.78
205716.1413.30-2.85
----
-0.83-0.050.79
205816.1913.30-2.89
----
-0.84-0.050.79
205916.2413.30-2.94
----
-0.84-0.050.80
206016.3013.31-2.99
----
-0.85-0.050.80
206116.3513.31-3.04
----
-0.85-0.050.80
206216.4113.32-3.09
----
-0.86-0.050.81
206316.4713.32-3.15
----
-0.86-0.050.81
206416.5313.33-3.20
----
-0.86-0.050.82
206516.5913.33-3.26
----
-0.87-0.050.82
206616.6513.34-3.32
----
-0.87-0.050.82
206716.7213.34-3.38
----
-0.88-0.050.83
206816.7813.35-3.44
----
-0.88-0.050.83
206916.8513.35-3.50
----
-0.88-0.050.83
207016.9213.35-3.56
----
-0.89-0.050.84
207116.9813.36-3.62
----
-0.89-0.050.84
207217.0313.36-3.67
----
-0.89-0.050.84
207317.0913.37-3.72
----
-0.90-0.050.85
207417.1413.37-3.76
----
-0.90-0.050.85
207517.1813.37-3.80
----
-0.90-0.050.85
207617.2113.38-3.83
----
-0.90-0.050.85
207717.2313.38-3.85
----
-0.91-0.050.85
207817.2513.38-3.86
----
-0.91-0.050.85
207917.2413.38-3.86
----
-0.91-0.050.85
208017.2313.38-3.85
----
-0.91-0.050.85
208117.2113.38-3.83
----
-0.90-0.050.85
208217.1913.38-3.81
----
-0.90-0.050.85
208317.1613.38-3.79
----
-0.90-0.050.85
208417.1313.38-3.76
----
-0.90-0.050.85
208517.1013.37-3.72
----
-0.90-0.050.85
208617.0613.37-3.69
----
-0.90-0.050.84
208717.0313.37-3.66
----
-0.90-0.050.84
208817.0013.37-3.63
----
-0.89-0.050.84
208916.9813.37-3.62
----
-0.89-0.050.84
209016.9713.37-3.61
----
-0.89-0.050.84
209116.9813.37-3.61
----
-0.89-0.050.84
209216.9913.37-3.62
----
-0.89-0.050.84
209317.0113.37-3.64
----
-0.89-0.050.84
209417.0413.37-3.67
----
-0.90-0.050.84
209517.0813.37-3.70
----
-0.90-0.050.85

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 16.40% 13.81% -2.59% 2035 -0.66% -0.04% 0.62%

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