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
202114.0512.90-1.14
248
-0.000.000.01
202214.2112.93-1.28
233
-0.040.000.04
202314.3712.95-1.42
218
-0.060.000.07
202414.5612.98-1.57
202
-0.090.010.09
202514.7613.00-1.76
186
-0.110.010.12
202614.9713.13-1.84
169
-0.140.010.15
202715.1813.15-2.02
152
-0.170.010.18
202815.3813.20-2.19
136
-0.200.010.21
202915.6013.23-2.37
119
-0.230.010.24
203015.7613.25-2.51
102
-0.260.010.27
203115.8313.26-2.57
86
-0.360.010.37
203215.8813.27-2.61
69
-0.450.010.46
203315.9113.28-2.63
53
-0.540.000.54
203415.9313.29-2.64
38
-0.620.000.62
203515.9313.29-2.64
22
-0.70-0.000.70
203615.9213.29-2.62
6
-0.77-0.000.76
203715.9013.30-2.60
----
-0.84-0.010.83
203815.8813.30-2.58
----
-0.90-0.010.89
203915.8513.30-2.55
----
-0.96-0.010.95
204015.8213.30-2.52
----
-1.03-0.021.01
204115.7713.30-2.47
----
-1.09-0.021.07
204215.7213.30-2.42
----
-1.14-0.021.12
204315.6513.30-2.35
----
-1.20-0.021.18
204415.5813.29-2.29
----
-1.25-0.021.22
204515.5213.29-2.23
----
-1.30-0.031.27
204615.4713.29-2.18
----
-1.33-0.031.31
204715.4113.29-2.13
----
-1.38-0.031.34
204815.3713.29-2.08
----
-1.42-0.031.39
204915.3213.29-2.03
----
-1.47-0.041.43
205015.2713.29-1.98
----
-1.52-0.041.48
205115.2113.28-1.93
----
-1.58-0.041.54
205215.1713.28-1.89
----
-1.63-0.041.59
205315.1513.28-1.86
----
-1.68-0.041.64
205415.1313.29-1.85
----
-1.73-0.051.68
205515.1313.29-1.84
----
-1.77-0.051.72
205615.1313.29-1.84
----
-1.80-0.051.75
205715.1413.29-1.85
----
-1.83-0.051.78
205815.1613.29-1.87
----
-1.86-0.051.81
205915.1913.30-1.89
----
-1.90-0.061.84
206015.2213.30-1.92
----
-1.93-0.061.87
206115.2513.30-1.95
----
-1.95-0.061.89
206215.2813.31-1.98
----
-1.98-0.061.92
206315.3113.31-2.00
----
-2.02-0.061.95
206415.3413.31-2.03
----
-2.05-0.071.99
206515.3713.31-2.06
----
-2.09-0.072.02
206615.4013.32-2.08
----
-2.13-0.072.06
206715.4313.32-2.11
----
-2.17-0.072.10
206815.4613.32-2.14
----
-2.21-0.072.13
206915.4913.32-2.16
----
-2.25-0.082.17
207015.5213.33-2.19
----
-2.28-0.082.21
207115.5513.33-2.22
----
-2.32-0.082.24
207215.5713.33-2.24
----
-2.36-0.082.28
207315.5913.34-2.26
----
-2.39-0.082.31
207415.6113.34-2.27
----
-2.43-0.092.34
207515.6213.34-2.28
----
-2.46-0.092.38
207615.6113.34-2.27
----
-2.50-0.092.41
207715.6013.34-2.26
----
-2.54-0.092.45
207815.5813.34-2.25
----
-2.57-0.102.47
207915.5613.34-2.22
----
-2.59-0.102.49
208015.5313.33-2.19
----
-2.61-0.102.51
208115.4913.33-2.16
----
-2.62-0.102.52
208215.4513.33-2.13
----
-2.64-0.102.54
208315.4113.33-2.09
----
-2.66-0.112.55
208415.3613.32-2.04
----
-2.67-0.112.57
208515.3013.32-1.99
----
-2.69-0.112.58
208615.2613.32-1.95
----
-2.70-0.112.59
208715.2113.31-1.90
----
-2.71-0.112.61
208815.1513.31-1.84
----
-2.75-0.112.63
208915.0913.31-1.78
----
-2.79-0.112.67
209015.0413.30-1.73
----
-2.83-0.112.72
209114.9813.31-1.68
----
-2.89-0.112.77
209214.9413.31-1.64
----
-2.94-0.112.83
209314.9213.31-1.61
----
-2.98-0.112.87
209414.9113.31-1.61
----
-3.02-0.122.91
209514.9113.31-1.61
----
-3.06-0.122.94

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 15.50% 13.80% -1.70% 2036 -1.56% -0.05% 1.51%

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