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
-0.00-0.000.00
202414.6312.94-1.69
196
-0.01-0.000.00
202514.8412.96-1.88
178
-0.01-0.000.01
202615.0813.08-2.00
160
-0.03-0.000.03
202715.3213.10-2.22
142
-0.04-0.000.04
202815.5713.14-2.43
123
-0.06-0.000.06
202915.7913.17-2.63
105
-0.08-0.000.08
203016.0113.19-2.82
87
-0.10-0.000.10
203116.1613.20-2.96
68
-0.12-0.010.12
203216.2913.21-3.08
49
-0.15-0.010.14
203316.3913.22-3.17
31
-0.17-0.010.16
203416.4613.23-3.24
12
-0.19-0.010.18
203516.5213.23-3.29
----
-0.21-0.010.20
203616.5713.24-3.33
----
-0.24-0.010.22
203716.6113.24-3.36
----
-0.25-0.010.24
203816.6413.25-3.39
----
-0.27-0.010.26
203916.6613.25-3.41
----
-0.29-0.010.28
204016.6713.25-3.42
----
-0.31-0.020.29
204116.6913.26-3.44
----
-0.33-0.020.31
204216.7013.26-3.44
----
-0.34-0.020.32
204316.6913.26-3.43
----
-0.36-0.020.34
204416.6713.26-3.42
----
-0.37-0.020.35
204516.6613.26-3.41
----
-0.38-0.020.36
204616.6613.26-3.40
----
-0.40-0.020.38
204716.6713.26-3.40
----
-0.41-0.020.39
204816.6813.26-3.41
----
-0.42-0.020.40
204916.6813.27-3.42
----
-0.43-0.020.41
205016.6913.27-3.42
----
-0.45-0.020.42
205116.7013.27-3.44
----
-0.46-0.020.43
205216.7213.27-3.45
----
-0.46-0.020.44
205316.7513.27-3.47
----
-0.47-0.030.45
205416.7713.28-3.50
----
-0.48-0.030.46
205516.8113.28-3.53
----
-0.49-0.030.46
205616.8413.28-3.56
----
-0.49-0.030.47
205716.8913.29-3.60
----
-0.50-0.030.47
205816.9313.29-3.64
----
-0.50-0.030.48
205916.9813.30-3.69
----
-0.51-0.030.48
206017.0413.30-3.73
----
-0.51-0.030.48
206117.0913.30-3.78
----
-0.51-0.030.49
206217.1313.31-3.83
----
-0.52-0.030.49
206317.1813.31-3.87
----
-0.52-0.030.49
206417.2313.32-3.91
----
-0.52-0.030.49
206517.2813.32-3.96
----
-0.52-0.030.50
206617.3313.32-4.00
----
-0.53-0.030.50
206717.3713.33-4.05
----
-0.53-0.030.50
206817.4313.33-4.09
----
-0.53-0.030.50
206917.4813.34-4.14
----
-0.53-0.030.50
207017.5313.34-4.19
----
-0.54-0.030.51
207117.5913.34-4.24
----
-0.54-0.030.51
207217.6413.35-4.29
----
-0.54-0.030.51
207317.6813.35-4.33
----
-0.54-0.030.51
207417.7313.36-4.38
----
-0.54-0.030.51
207517.7713.36-4.41
----
-0.54-0.030.51
207617.8013.36-4.44
----
-0.54-0.030.51
207717.8213.36-4.46
----
-0.55-0.030.51
207817.8313.37-4.47
----
-0.55-0.030.52
207917.8213.37-4.46
----
-0.55-0.030.52
208017.8113.36-4.44
----
-0.54-0.030.51
208117.7813.36-4.42
----
-0.54-0.030.51
208217.7513.36-4.39
----
-0.54-0.030.51
208317.7113.36-4.35
----
-0.54-0.030.51
208417.6613.36-4.30
----
-0.54-0.030.51
208517.6013.35-4.25
----
-0.54-0.030.51
208617.5413.35-4.19
----
-0.54-0.030.51
208717.4713.35-4.13
----
-0.53-0.030.51
208817.4013.34-4.06
----
-0.53-0.030.50
208917.3413.34-4.00
----
-0.53-0.030.50
209017.2813.34-3.95
----
-0.53-0.030.50
209117.2413.33-3.91
----
-0.53-0.030.50
209217.2113.33-3.88
----
-0.53-0.030.50
209317.1913.33-3.86
----
-0.53-0.030.50
209417.1813.33-3.85
----
-0.53-0.030.50
209517.1713.33-3.85
----
-0.53-0.030.50
209617.1813.33-3.85
----
-0.53-0.030.50

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 16.93% 13.76% -3.17% 2034 -0.39% -0.02% 0.37%

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