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
202214.2712.93-1.34
231
-0.030.000.03
202314.3712.92-1.45
215
-0.060.010.07
202414.5412.95-1.59
198
-0.100.010.10
202514.7312.97-1.76
181
-0.130.010.14
202614.9413.09-1.85
163
-0.170.010.18
202715.1613.11-2.05
146
-0.210.010.22
202815.3813.15-2.23
129
-0.250.010.26
202915.5813.18-2.40
112
-0.290.010.30
203015.7713.21-2.57
94
-0.330.020.35
203115.8813.22-2.66
77
-0.410.010.42
203215.9513.23-2.72
60
-0.480.010.50
203316.0013.24-2.76
43
-0.560.010.57
203416.0213.24-2.78
26
-0.640.010.64
203516.0213.25-2.77
9
-0.720.000.72
203616.0013.25-2.75
----
-0.80-0.000.80
203715.9913.25-2.74
----
-0.88-0.000.87
203815.9713.25-2.72
----
-0.94-0.010.94
203915.9413.26-2.69
----
-1.01-0.011.00
204015.9113.26-2.65
----
-1.07-0.011.05
204115.9013.26-2.64
----
-1.12-0.021.10
204215.8713.26-2.61
----
-1.17-0.021.15
204315.8313.26-2.57
----
-1.22-0.021.20
204415.7813.26-2.52
----
-1.26-0.021.24
204515.7413.26-2.48
----
-1.31-0.021.29
204615.7013.26-2.45
----
-1.35-0.031.33
204715.6813.26-2.42
----
-1.40-0.031.37
204815.6513.26-2.40
----
-1.45-0.031.42
204915.6213.26-2.37
----
-1.49-0.031.46
205015.5913.26-2.34
----
-1.54-0.031.51
205115.5613.26-2.30
----
-1.60-0.041.56
205215.5413.26-2.28
----
-1.65-0.041.61
205315.5213.26-2.26
----
-1.70-0.041.66
205415.5113.26-2.25
----
-1.74-0.041.70
205515.5113.26-2.25
----
-1.78-0.041.74
205615.5213.26-2.25
----
-1.82-0.051.77
205715.5313.27-2.26
----
-1.85-0.051.81
205815.5513.27-2.28
----
-1.89-0.051.84
205915.5713.27-2.30
----
-1.92-0.051.87
206015.5913.27-2.32
----
-1.95-0.051.90
206115.6213.28-2.34
----
-1.98-0.051.93
206215.6413.28-2.36
----
-2.01-0.061.95
206315.6613.28-2.38
----
-2.04-0.061.98
206415.6813.28-2.39
----
-2.08-0.062.02
206515.6913.29-2.41
----
-2.11-0.062.05
206615.7113.29-2.42
----
-2.14-0.062.08
206715.7313.29-2.44
----
-2.18-0.072.11
206815.7413.29-2.45
----
-2.21-0.072.14
206915.7613.29-2.47
----
-2.25-0.072.18
207015.7813.30-2.49
----
-2.29-0.072.21
207115.8013.30-2.50
----
-2.32-0.072.25
207215.8113.30-2.51
----
-2.36-0.072.29
207315.8313.30-2.52
----
-2.40-0.082.32
207415.8413.31-2.53
----
-2.43-0.082.35
207515.8513.31-2.54
----
-2.47-0.082.38
207615.8513.31-2.54
----
-2.50-0.082.42
207715.8413.31-2.53
----
-2.53-0.092.45
207815.8113.31-2.51
----
-2.56-0.092.47
207915.7813.31-2.48
----
-2.59-0.092.50
208015.7413.30-2.44
----
-2.61-0.092.52
208115.6913.30-2.39
----
-2.63-0.092.54
208215.6413.30-2.34
----
-2.65-0.102.56
208315.5813.29-2.29
----
-2.67-0.102.57
208415.5213.29-2.23
----
-2.68-0.102.58
208515.4513.28-2.17
----
-2.69-0.102.59
208615.3613.28-2.08
----
-2.72-0.102.62
208715.2713.27-1.99
----
-2.74-0.102.64
208815.1813.27-1.92
----
-2.75-0.102.65
208915.1113.26-1.85
----
-2.76-0.112.66
209015.0513.26-1.79
----
-2.77-0.102.66
209114.9813.26-1.73
----
-2.78-0.102.68
209214.9213.26-1.67
----
-2.81-0.102.71
209314.8713.25-1.61
----
-2.85-0.102.74
209414.8213.25-1.56
----
-2.89-0.112.78
209514.7713.25-1.52
----
-2.93-0.112.83
209614.7013.25-1.45
----
-3.00-0.112.89

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 15.70% 13.73% -1.96% 2035 -1.62% -0.04% 1.57%

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