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
202214.2512.93-1.32
233
0.000.000.00
202314.4312.94-1.49
217
0.000.000.00
202414.6412.98-1.67
200
0.000.000.00
202514.8813.00-1.88
183
0.000.000.00
202615.1113.12-1.99
165
0.000.000.00
202715.3813.15-2.23
147
0.030.00-0.03
202815.6413.19-2.45
129
0.060.00-0.06
202915.9213.23-2.69
111
0.090.00-0.08
203016.1413.25-2.89
92
0.110.01-0.11
203116.3313.26-3.06
74
0.140.01-0.13
203216.4913.28-3.22
55
0.160.01-0.15
203316.6313.29-3.35
35
0.180.01-0.17
203416.7513.30-3.46
16
0.200.01-0.19
203516.8513.31-3.54
----
0.220.01-0.21
203616.9213.31-3.61
----
0.240.01-0.22
203716.9813.32-3.66
----
0.240.01-0.23
203817.0313.32-3.71
----
0.250.01-0.23
203917.0713.33-3.74
----
0.250.01-0.24
204017.1013.33-3.77
----
0.260.01-0.24
204117.1213.33-3.79
----
0.260.02-0.25
204217.1213.33-3.79
----
0.270.02-0.25
204317.1213.33-3.78
----
0.270.02-0.25
204417.1013.33-3.77
----
0.270.02-0.25
204517.0913.33-3.75
----
0.270.02-0.26
204617.0713.34-3.74
----
0.270.02-0.26
204717.0613.34-3.73
----
0.270.02-0.26
204817.0613.34-3.73
----
0.270.02-0.26
204917.0613.34-3.72
----
0.270.02-0.26
205017.0613.34-3.72
----
0.270.02-0.26
205117.0713.34-3.72
----
0.270.02-0.26
205217.0813.34-3.74
----
0.270.02-0.25
205317.1013.34-3.76
----
0.270.02-0.25
205417.1313.35-3.78
----
0.270.02-0.25
205517.1613.35-3.81
----
0.270.02-0.25
205617.2013.35-3.85
----
0.270.02-0.25
205717.2413.36-3.89
----
0.270.02-0.25
205817.3013.36-3.93
----
0.270.02-0.25
205917.3513.37-3.98
----
0.270.02-0.25
206017.4113.37-4.04
----
0.270.02-0.25
206117.4713.38-4.10
----
0.270.02-0.25
206217.5413.38-4.16
----
0.270.02-0.26
206317.6013.39-4.22
----
0.270.02-0.26
206417.6713.39-4.28
----
0.280.02-0.26
206517.7413.40-4.34
----
0.280.02-0.26
206617.8113.40-4.41
----
0.280.02-0.27
206717.8813.41-4.47
----
0.290.02-0.27
206817.9513.41-4.54
----
0.290.02-0.27
206918.0313.42-4.61
----
0.290.02-0.28
207018.1013.42-4.68
----
0.300.02-0.28
207118.1713.43-4.74
----
0.300.02-0.28
207218.2313.43-4.80
----
0.300.02-0.28
207318.2913.44-4.85
----
0.300.02-0.29
207418.3413.44-4.90
----
0.310.02-0.29
207518.3913.45-4.94
----
0.310.02-0.29
207618.4313.45-4.98
----
0.310.02-0.29
207718.4513.45-5.00
----
0.310.02-0.30
207818.4713.45-5.02
----
0.320.02-0.30
207918.4713.45-5.01
----
0.320.02-0.30
208018.4613.45-5.00
----
0.320.02-0.30
208118.4413.45-4.99
----
0.320.02-0.30
208218.4213.45-4.96
----
0.320.02-0.30
208318.3913.45-4.94
----
0.320.02-0.30
208418.3613.45-4.91
----
0.320.02-0.31
208518.3213.45-4.88
----
0.330.02-0.31
208618.2913.44-4.84
----
0.330.02-0.31
208718.2513.44-4.81
----
0.330.02-0.31
208818.2213.44-4.79
----
0.330.02-0.31
208918.2113.44-4.77
----
0.330.02-0.31
209018.2013.44-4.76
----
0.330.02-0.31
209118.2013.44-4.76
----
0.330.02-0.31
209218.2113.44-4.77
----
0.330.02-0.31
209318.2413.44-4.80
----
0.330.02-0.31
209418.2713.44-4.83
----
0.330.02-0.31
209518.3013.44-4.86
----
0.330.02-0.31

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 17.30% 13.86% -3.44% 2034 0.24% 0.01% -0.22%

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