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
202214.2512.47-1.78
233
-0.00-0.46-0.46
202314.4312.47-1.96
214
-0.00-0.48-0.47
202414.6412.50-2.14
194
-0.00-0.48-0.47
202514.8712.52-2.34
174
-0.01-0.48-0.46
202615.0912.65-2.44
154
-0.03-0.48-0.45
202715.3112.67-2.63
134
-0.04-0.48-0.44
202815.5312.71-2.81
114
-0.06-0.48-0.42
202915.7512.75-3.00
94
-0.08-0.48-0.40
203015.9112.76-3.15
74
-0.11-0.48-0.37
203116.0512.77-3.28
53
-0.13-0.48-0.35
203216.1712.78-3.38
33
-0.16-0.48-0.32
203316.2612.79-3.46
13
-0.20-0.49-0.29
203416.3212.80-3.53
----
-0.23-0.49-0.26
203516.3712.80-3.57
----
-0.25-0.49-0.23
203616.4012.81-3.60
----
-0.28-0.49-0.21
203716.4312.81-3.62
----
-0.31-0.49-0.18
203816.4512.82-3.63
----
-0.34-0.49-0.16
203916.4612.82-3.64
----
-0.36-0.49-0.13
204016.4612.82-3.64
----
-0.38-0.50-0.11
204116.4512.82-3.63
----
-0.41-0.50-0.09
204216.4312.82-3.61
----
-0.43-0.50-0.07
204316.4012.82-3.58
----
-0.45-0.50-0.05
204416.3612.82-3.55
----
-0.47-0.50-0.03
204516.3312.82-3.51
----
-0.49-0.50-0.02
204616.3012.82-3.48
----
-0.50-0.50-0.00
204716.2712.82-3.46
----
-0.52-0.500.02
204816.2512.82-3.44
----
-0.54-0.510.03
204916.2312.82-3.42
----
-0.55-0.510.05
205016.2212.82-3.41
----
-0.57-0.510.06
205116.2112.82-3.40
----
-0.58-0.510.07
205216.2212.82-3.40
----
-0.59-0.510.08
205316.2312.82-3.41
----
-0.60-0.510.09
205416.2512.82-3.43
----
-0.61-0.510.10
205516.2812.82-3.45
----
-0.62-0.510.11
205616.3112.83-3.48
----
-0.63-0.510.11
205716.3512.83-3.51
----
-0.63-0.510.12
205816.3912.84-3.56
----
-0.64-0.510.13
205916.4412.84-3.60
----
-0.64-0.510.13
206016.5012.84-3.65
----
-0.65-0.510.13
206116.5512.85-3.70
----
-0.65-0.510.14
206216.6112.85-3.76
----
-0.66-0.510.14
206316.6712.86-3.81
----
-0.66-0.510.15
206416.7312.86-3.87
----
-0.66-0.510.15
206516.7912.87-3.92
----
-0.67-0.510.15
206616.8612.87-3.98
----
-0.67-0.510.15
206716.9212.88-4.05
----
-0.67-0.510.16
206816.9912.88-4.11
----
-0.68-0.510.16
206917.0612.89-4.17
----
-0.68-0.510.16
207017.1212.89-4.23
----
-0.68-0.510.17
207117.1912.90-4.29
----
-0.68-0.520.17
207217.2412.90-4.34
----
-0.69-0.520.17
207317.3012.90-4.39
----
-0.69-0.520.17
207417.3412.91-4.44
----
-0.69-0.520.18
207517.3912.91-4.48
----
-0.69-0.520.18
207617.4212.91-4.51
----
-0.69-0.520.18
207717.4412.92-4.53
----
-0.70-0.520.18
207817.4612.92-4.54
----
-0.70-0.520.18
207917.4512.92-4.54
----
-0.70-0.520.18
208017.4412.92-4.52
----
-0.70-0.520.18
208117.4212.92-4.51
----
-0.70-0.520.18
208217.4012.92-4.48
----
-0.69-0.520.18
208317.3712.91-4.46
----
-0.69-0.520.18
208417.3412.91-4.43
----
-0.69-0.520.18
208517.3112.91-4.40
----
-0.69-0.520.17
208617.2712.91-4.36
----
-0.69-0.520.17
208717.2412.91-4.33
----
-0.69-0.520.17
208817.2112.90-4.30
----
-0.69-0.520.17
208917.1912.90-4.29
----
-0.69-0.520.17
209017.1812.90-4.28
----
-0.69-0.520.17
209117.1812.90-4.28
----
-0.69-0.520.17
209217.1912.90-4.29
----
-0.69-0.520.17
209317.2212.90-4.31
----
-0.69-0.520.17
209417.2512.91-4.34
----
-0.69-0.520.17
209517.2812.91-4.37
----
-0.69-0.520.17

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 16.58% 13.36% -3.23% 2033 -0.48% -0.49% -0.01%

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