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
0.000.000.00
202414.6412.94-1.69
196
0.000.000.00
202514.8612.96-1.90
178
-0.00-0.000.00
202615.1013.08-2.03
159
-0.00-0.000.00
202715.3613.10-2.26
141
-0.00-0.000.00
202815.6213.14-2.48
123
-0.01-0.000.01
202915.8613.17-2.69
104
-0.01-0.000.01
203016.0913.19-2.90
85
-0.02-0.000.02
203116.2613.20-3.05
66
-0.03-0.000.03
203216.4013.22-3.18
47
-0.04-0.000.04
203316.5013.22-3.27
28
-0.06-0.000.06
203416.5813.23-3.34
8
-0.08-0.000.08
203516.6313.24-3.39
----
-0.11-0.010.10
203616.6613.24-3.42
----
-0.14-0.010.13
203716.6913.25-3.44
----
-0.17-0.010.16
203816.7013.25-3.45
----
-0.21-0.010.20
203916.7013.25-3.44
----
-0.26-0.010.24
204016.6813.25-3.42
----
-0.30-0.020.28
204116.6713.25-3.41
----
-0.35-0.020.33
204216.6313.25-3.38
----
-0.40-0.020.38
204316.5813.25-3.33
----
-0.46-0.030.43
204416.5313.25-3.28
----
-0.52-0.030.49
204516.4713.25-3.22
----
-0.58-0.030.55
204616.4113.24-3.17
----
-0.64-0.040.61
204716.3713.24-3.12
----
-0.71-0.040.67
204816.3213.24-3.08
----
-0.78-0.050.74
204916.2613.24-3.02
----
-0.86-0.050.81
205016.2113.24-2.97
----
-0.93-0.050.88
205116.1513.23-2.92
----
-1.01-0.060.95
205216.1013.23-2.87
----
-1.08-0.061.02
205316.0513.23-2.82
----
-1.16-0.071.10
205416.0113.23-2.78
----
-1.24-0.071.17
205515.9713.23-2.74
----
-1.33-0.081.25
205615.9313.23-2.70
----
-1.41-0.081.33
205715.8913.23-2.67
----
-1.49-0.091.41
205815.8613.23-2.63
----
-1.58-0.091.48
205915.8313.23-2.60
----
-1.66-0.101.56
206015.8013.23-2.58
----
-1.75-0.101.64
206115.7713.22-2.55
----
-1.83-0.111.72
206215.7413.22-2.52
----
-1.91-0.111.80
206315.7113.22-2.49
----
-1.99-0.121.87
206415.6813.22-2.46
----
-2.07-0.121.95
206515.6513.22-2.43
----
-2.15-0.132.02
206615.6313.22-2.40
----
-2.23-0.132.10
206715.6013.22-2.38
----
-2.31-0.142.17
206815.5713.22-2.35
----
-2.38-0.142.24
206915.5513.22-2.33
----
-2.46-0.152.32
207015.5313.22-2.31
----
-2.54-0.152.39
207115.5013.22-2.29
----
-2.62-0.162.46
207215.4813.22-2.26
----
-2.70-0.162.54
207315.4513.22-2.24
----
-2.77-0.162.61
207415.4213.22-2.21
----
-2.85-0.172.68
207515.3913.21-2.17
----
-2.93-0.172.75
207615.3513.21-2.13
----
-3.00-0.182.82
207715.3013.21-2.09
----
-3.07-0.182.89
207815.2413.21-2.03
----
-3.14-0.192.95
207915.1713.20-1.96
----
-3.20-0.193.01
208015.0913.20-1.89
----
-3.26-0.193.07
208115.0013.20-1.81
----
-3.32-0.203.12
208214.9213.19-1.72
----
-3.38-0.203.18
208314.8213.19-1.63
----
-3.43-0.213.23
208414.7213.18-1.54
----
-3.48-0.213.27
208514.6113.17-1.44
----
-3.53-0.213.32
208614.5013.17-1.34
----
-3.57-0.213.36
208714.3913.16-1.23
----
-3.61-0.223.40
208814.2813.15-1.13
----
-3.65-0.223.43
208914.1813.15-1.03
----
-3.69-0.223.47
209014.0813.14-0.94
----
-3.73-0.223.51
209113.9913.14-0.86
----
-3.77-0.233.55
209213.9113.13-0.78
----
-3.82-0.233.59
209313.8413.13-0.72
----
-3.87-0.233.64
209413.7813.12-0.66
----
-3.92-0.243.69
209513.7213.12-0.60
----
-3.98-0.243.74
209613.6713.12-0.56
----
-4.03-0.243.79

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
2021-2095 15.77% 13.69% -2.08% 2034 -1.55% -0.09% 1.46%

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