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
202214.2112.93-1.28
233
-0.04-0.000.04
202314.3512.94-1.41
218
-0.08-0.000.08
202414.5212.97-1.55
203
-0.12-0.010.12
202514.7112.99-1.72
186
-0.17-0.010.16
202614.9013.11-1.79
170
-0.21-0.010.20
202715.1013.14-1.96
154
-0.25-0.010.24
202815.2913.17-2.12
138
-0.29-0.020.28
202915.5013.21-2.29
121
-0.33-0.020.31
203015.6513.22-2.43
105
-0.37-0.020.35
203115.7813.23-2.55
88
-0.41-0.020.38
203215.8913.24-2.65
72
-0.44-0.020.42
203315.9813.25-2.73
56
-0.47-0.030.45
203416.0513.26-2.79
39
-0.50-0.030.47
203516.1013.26-2.83
22
-0.53-0.030.50
203616.1313.27-2.86
5
-0.56-0.030.52
203716.1613.27-2.89
----
-0.58-0.030.55
203816.1813.28-2.91
----
-0.60-0.030.57
203916.2013.28-2.92
----
-0.62-0.040.59
204016.2113.28-2.93
----
-0.64-0.040.60
204116.2013.28-2.92
----
-0.66-0.040.62
204216.1913.28-2.91
----
-0.67-0.040.63
204316.1713.28-2.89
----
-0.68-0.040.64
204416.1413.28-2.86
----
-0.69-0.040.65
204516.1213.28-2.84
----
-0.70-0.040.66
204616.0913.28-2.81
----
-0.71-0.040.67
204716.0713.28-2.80
----
-0.72-0.040.67
204816.0713.28-2.79
----
-0.72-0.040.68
204916.0613.28-2.78
----
-0.72-0.040.68
205016.0613.28-2.78
----
-0.73-0.040.68
205116.0613.28-2.78
----
-0.73-0.040.69
205216.0813.28-2.79
----
-0.73-0.040.69
205316.1013.29-2.81
----
-0.73-0.040.69
205416.1213.29-2.83
----
-0.74-0.040.69
205516.1613.29-2.86
----
-0.74-0.040.69
205616.1913.30-2.90
----
-0.74-0.040.70
205716.2413.30-2.94
----
-0.74-0.040.70
205816.2913.30-2.98
----
-0.74-0.040.70
205916.3413.31-3.03
----
-0.75-0.040.70
206016.3913.31-3.08
----
-0.75-0.040.71
206116.4513.32-3.13
----
-0.75-0.040.71
206216.5113.32-3.19
----
-0.76-0.040.71
206316.5713.33-3.24
----
-0.76-0.040.72
206416.6313.33-3.30
----
-0.77-0.050.72
206516.6913.33-3.35
----
-0.77-0.050.73
206616.7513.34-3.41
----
-0.78-0.050.73
206716.8113.34-3.47
----
-0.78-0.050.74
206816.8813.35-3.53
----
-0.79-0.050.74
206916.9413.35-3.59
----
-0.79-0.050.74
207017.0113.36-3.65
----
-0.80-0.050.75
207117.0713.36-3.71
----
-0.80-0.050.75
207217.1213.37-3.76
----
-0.81-0.050.76
207317.1713.37-3.80
----
-0.81-0.050.76
207417.2213.37-3.84
----
-0.82-0.050.77
207517.2613.38-3.88
----
-0.82-0.050.77
207617.2913.38-3.91
----
-0.82-0.050.78
207717.3113.38-3.93
----
-0.83-0.050.78
207817.3213.38-3.94
----
-0.83-0.050.78
207917.3213.38-3.93
----
-0.83-0.050.78
208017.3013.38-3.92
----
-0.84-0.050.79
208117.2813.38-3.90
----
-0.84-0.050.79
208217.2513.38-3.87
----
-0.84-0.050.79
208317.2313.38-3.85
----
-0.84-0.050.79
208417.1913.38-3.81
----
-0.84-0.050.79
208517.1513.38-3.78
----
-0.84-0.050.79
208617.1213.37-3.74
----
-0.84-0.050.79
208717.0813.37-3.71
----
-0.84-0.050.79
208817.0513.37-3.68
----
-0.84-0.050.79
208917.0313.37-3.67
----
-0.84-0.050.79
209017.0213.37-3.66
----
-0.84-0.050.79
209117.0213.37-3.66
----
-0.84-0.050.79
209217.0413.37-3.67
----
-0.84-0.050.79
209317.0613.37-3.69
----
-0.84-0.050.79
209417.0913.37-3.72
----
-0.84-0.050.79
209517.1313.37-3.75
----
-0.85-0.050.79

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 16.42% 13.81% -2.61% 2036 -0.64% -0.04% 0.61%

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