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
202715.3513.15-2.20
148
-0.00-0.000.00
202815.5813.19-2.39
130
-0.00-0.000.00
202915.8313.23-2.60
112
-0.00-0.000.00
203016.0113.24-2.77
94
-0.01-0.000.01
203116.1713.26-2.92
76
-0.01-0.000.01
203216.3113.27-3.04
58
-0.02-0.000.02
203316.4213.28-3.14
39
-0.03-0.000.03
203416.5013.28-3.22
21
-0.05-0.000.05
203516.5613.29-3.27
2
-0.07-0.000.06
203616.6013.29-3.30
----
-0.09-0.000.08
203716.6213.30-3.33
----
-0.11-0.010.11
203816.6413.30-3.34
----
-0.14-0.010.14
203916.6413.30-3.34
----
-0.18-0.010.17
204016.6313.30-3.33
----
-0.21-0.010.20
204116.6113.30-3.30
----
-0.25-0.010.24
204216.5713.30-3.26
----
-0.29-0.020.28
204316.5113.30-3.21
----
-0.34-0.020.32
204416.4513.30-3.15
----
-0.38-0.020.36
204516.3913.30-3.09
----
-0.43-0.020.41
204616.3213.29-3.03
----
-0.48-0.030.45
204716.2613.29-2.97
----
-0.53-0.030.50
204816.2013.29-2.91
----
-0.59-0.030.56
204916.1413.28-2.85
----
-0.65-0.040.61
205016.0813.28-2.80
----
-0.71-0.040.67
205116.0313.28-2.75
----
-0.76-0.040.72
205215.9813.28-2.70
----
-0.83-0.050.78
205315.9413.28-2.67
----
-0.89-0.050.84
205415.9113.28-2.63
----
-0.95-0.050.90
205515.8813.28-2.60
----
-1.01-0.060.96
205615.8513.28-2.58
----
-1.08-0.061.02
205715.8313.28-2.56
----
-1.14-0.071.08
205815.8213.28-2.54
----
-1.21-0.071.14
205915.8113.28-2.53
----
-1.27-0.071.20
206015.8013.28-2.53
----
-1.34-0.081.26
206115.8013.28-2.52
----
-1.41-0.081.32
206215.8013.28-2.52
----
-1.47-0.091.38
206315.8013.28-2.51
----
-1.53-0.091.44
206415.7913.28-2.51
----
-1.60-0.091.50
206515.8013.28-2.51
----
-1.66-0.101.56
206615.8013.28-2.52
----
-1.73-0.101.62
206715.8013.28-2.52
----
-1.79-0.111.68
206815.8113.29-2.53
----
-1.85-0.111.74
206915.8213.29-2.53
----
-1.92-0.111.80
207015.8213.29-2.54
----
-1.98-0.121.86
207115.8313.29-2.54
----
-2.04-0.121.92
207215.8313.29-2.54
----
-2.10-0.131.98
207315.8213.29-2.53
----
-2.16-0.132.03
207415.8113.29-2.52
----
-2.22-0.132.09
207515.8013.29-2.51
----
-2.28-0.142.15
207615.7713.29-2.48
----
-2.34-0.142.20
207715.7413.29-2.45
----
-2.40-0.142.25
207815.7013.29-2.42
----
-2.45-0.152.30
207915.6513.28-2.37
----
-2.50-0.152.35
208015.5913.28-2.31
----
-2.55-0.152.39
208115.5313.28-2.25
----
-2.59-0.162.43
208215.4613.27-2.19
----
-2.63-0.162.47
208315.4013.27-2.13
----
-2.67-0.162.51
208415.3313.27-2.06
----
-2.71-0.162.54
208515.2513.26-1.99
----
-2.74-0.172.58
208615.1913.26-1.93
----
-2.77-0.172.60
208715.1213.25-1.87
----
-2.80-0.172.63
208815.0713.25-1.82
----
-2.83-0.172.66
208915.0213.25-1.77
----
-2.86-0.172.68
209014.9813.24-1.74
----
-2.88-0.172.71
209114.9613.24-1.72
----
-2.91-0.182.73
209214.9413.24-1.70
----
-2.94-0.182.76
209314.9413.24-1.70
----
-2.96-0.182.78
209414.9513.24-1.71
----
-2.99-0.182.81
209514.9613.24-1.72
----
-3.02-0.182.83

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 15.91% 13.78% -2.13% 2035 -1.15% -0.07% 1.08%

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