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
0.000.00-0.00
202314.4312.91-1.51
214
-0.000.000.00
202414.6312.94-1.69
196
-0.010.000.01
202514.8412.96-1.88
178
-0.020.000.02
202615.0813.08-2.00
160
-0.020.000.02
202715.3313.10-2.23
142
-0.030.000.03
202815.5913.14-2.45
123
-0.04-0.000.04
202915.8313.17-2.66
105
-0.05-0.000.05
203016.0513.19-2.86
86
-0.05-0.000.05
203116.2213.21-3.01
67
-0.07-0.000.07
203216.3513.22-3.14
48
-0.08-0.000.08
203316.4513.23-3.23
29
-0.10-0.000.10
203416.5313.23-3.30
10
-0.13-0.000.12
203516.5913.24-3.35
----
-0.15-0.000.14
203616.6313.25-3.39
----
-0.17-0.000.16
203716.6713.25-3.42
----
-0.19-0.010.19
203816.7013.26-3.44
----
-0.22-0.010.21
203916.7013.26-3.45
----
-0.25-0.010.24
204016.7013.26-3.45
----
-0.27-0.010.26
204116.7213.26-3.46
----
-0.30-0.010.29
204216.7113.26-3.45
----
-0.33-0.010.32
204316.6913.26-3.42
----
-0.36-0.010.34
204416.6613.26-3.40
----
-0.39-0.010.37
204516.6313.26-3.37
----
-0.42-0.020.40
204616.6113.26-3.34
----
-0.45-0.020.43
204716.5913.26-3.33
----
-0.48-0.020.46
204816.5813.27-3.31
----
-0.52-0.020.50
204916.5613.27-3.29
----
-0.56-0.020.54
205016.5413.27-3.27
----
-0.60-0.020.57
205116.5213.27-3.25
----
-0.64-0.030.62
205216.5013.27-3.23
----
-0.69-0.030.66
205316.4913.27-3.22
----
-0.73-0.030.70
205416.4813.27-3.21
----
-0.77-0.030.74
205516.4813.27-3.21
----
-0.81-0.030.78
205616.4813.27-3.21
----
-0.86-0.040.82
205716.4913.27-3.21
----
-0.90-0.040.86
205816.4913.28-3.22
----
-0.94-0.040.90
205916.5113.28-3.23
----
-0.99-0.040.94
206016.5213.28-3.24
----
-1.02-0.050.98
206116.5413.29-3.26
----
-1.06-0.051.01
206216.5613.29-3.27
----
-1.09-0.051.04
206316.5913.29-3.29
----
-1.12-0.051.07
206416.6113.29-3.32
----
-1.14-0.051.09
206516.6313.30-3.33
----
-1.17-0.051.12
206616.6613.30-3.36
----
-1.20-0.061.14
206716.6913.30-3.39
----
-1.21-0.061.15
206816.7313.30-3.43
----
-1.22-0.061.17
206916.7713.31-3.47
----
-1.24-0.061.18
207016.8213.31-3.51
----
-1.25-0.061.19
207116.8613.31-3.55
----
-1.26-0.061.20
207216.9013.32-3.59
----
-1.27-0.061.21
207316.9513.32-3.63
----
-1.28-0.061.22
207416.9913.32-3.66
----
-1.29-0.061.22
207517.0213.33-3.70
----
-1.29-0.061.23
207617.0513.33-3.72
----
-1.30-0.061.23
207717.0713.33-3.74
----
-1.30-0.061.24
207817.0713.33-3.74
----
-1.30-0.061.24
207917.0713.33-3.74
----
-1.30-0.071.24
208017.0513.33-3.72
----
-1.30-0.071.24
208117.0313.33-3.70
----
-1.30-0.071.24
208217.0013.33-3.67
----
-1.30-0.071.23
208316.9613.32-3.63
----
-1.29-0.071.23
208416.9113.32-3.59
----
-1.29-0.071.22
208516.8613.32-3.54
----
-1.28-0.071.22
208616.8113.32-3.49
----
-1.27-0.061.20
208716.7513.31-3.44
----
-1.26-0.061.20
208816.6813.31-3.37
----
-1.25-0.061.19
208916.6213.30-3.31
----
-1.25-0.061.19
209016.5613.30-3.26
----
-1.25-0.061.19
209116.5113.30-3.21
----
-1.26-0.061.19
209216.4713.30-3.17
----
-1.26-0.061.20
209316.4513.29-3.15
----
-1.27-0.061.20
209416.4313.29-3.14
----
-1.27-0.061.21
209516.4213.29-3.13
----
-1.28-0.061.21
209616.4213.29-3.13
----
-1.28-0.061.22

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 16.59% 13.74% -2.85% 2034 -0.72% -0.03% 0.69%

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