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
202114.0515.121.07
248
0.002.222.22
202214.2515.240.99
248
-0.002.312.31
202314.4315.240.81
247
-0.002.292.30
202414.6415.270.63
245
-0.012.292.29
202514.8715.290.42
241
-0.012.292.30
202615.1115.420.31
236
-0.012.302.30
202715.3415.450.11
232
-0.012.302.31
202815.5815.50-0.08
226
-0.012.312.31
202915.8215.54-0.29
220
-0.012.312.32
203016.0115.55-0.46
214
-0.012.312.32
203116.1815.57-0.61
208
-0.012.312.32
203216.3215.58-0.74
203
-0.012.312.33
203316.4415.59-0.85
197
-0.012.312.33
203416.5315.60-0.93
192
-0.022.312.33
203516.6115.61-1.00
188
-0.022.312.33
203616.6715.61-1.05
183
-0.022.322.33
203716.7215.62-1.10
178
-0.022.322.34
203816.7615.63-1.14
173
-0.022.322.34
203916.7915.63-1.16
167
-0.022.322.34
204016.8215.63-1.18
162
-0.032.322.35
204116.8315.64-1.19
156
-0.032.322.35
204216.8315.64-1.19
151
-0.032.322.35
204316.8215.64-1.18
146
-0.032.322.35
204416.8015.64-1.16
140
-0.032.322.36
204516.7815.64-1.14
135
-0.042.322.36
204616.7615.64-1.12
129
-0.042.332.36
204716.7515.65-1.10
124
-0.042.332.37
204816.7415.65-1.10
119
-0.042.332.37
204916.7415.65-1.09
113
-0.052.332.37
205016.7415.65-1.09
108
-0.052.332.38
205116.7415.65-1.09
102
-0.052.332.38
205216.7515.66-1.10
97
-0.052.332.39
205316.7715.66-1.11
91
-0.062.332.39
205416.8015.66-1.13
85
-0.062.332.39
205516.8315.67-1.16
79
-0.062.332.40
205616.8715.67-1.19
73
-0.062.342.40
205716.9115.68-1.23
66
-0.072.342.40
205816.9615.68-1.28
60
-0.072.342.41
205917.0115.69-1.32
53
-0.072.342.41
206017.0715.70-1.37
45
-0.072.342.41
206117.1315.70-1.43
38
-0.082.342.42
206217.1915.71-1.48
30
-0.082.342.42
206317.2515.71-1.54
22
-0.082.342.42
206417.3115.72-1.59
13
-0.082.342.43
206517.3715.72-1.65
4
-0.092.342.43
206617.4415.73-1.71
----
-0.092.342.43
206717.5015.74-1.77
----
-0.092.352.43
206817.5715.74-1.83
----
-0.092.352.44
206917.6415.75-1.89
----
-0.092.352.44
207017.7115.75-1.96
----
-0.092.352.44
207117.7715.76-2.01
----
-0.102.352.45
207217.8315.77-2.07
----
-0.102.352.45
207317.8915.77-2.12
----
-0.102.352.45
207417.9415.78-2.16
----
-0.102.352.45
207517.9815.78-2.20
----
-0.102.352.45
207618.0115.79-2.23
----
-0.102.362.46
207718.0415.79-2.25
----
-0.102.362.46
207818.0515.79-2.26
----
-0.102.362.46
207918.0515.79-2.25
----
-0.102.362.46
208018.0415.79-2.24
----
-0.102.362.46
208118.0215.80-2.22
----
-0.102.362.46
208217.9915.80-2.20
----
-0.102.362.47
208317.9615.80-2.17
----
-0.102.362.47
208417.9315.79-2.14
----
-0.102.372.47
208517.8915.79-2.10
----
-0.102.372.47
208617.8615.79-2.06
----
-0.102.372.47
208717.8215.79-2.03
----
-0.102.372.47
208817.8015.79-2.00
----
-0.102.372.47
208917.7815.79-1.98
----
-0.102.372.47
209017.7715.79-1.97
----
-0.102.372.47
209117.7715.79-1.98
----
-0.102.382.47
209217.7815.80-1.99
----
-0.102.382.48
209317.8115.80-2.01
----
-0.102.382.48
209417.8415.80-2.04
----
-0.102.382.48
209517.8715.81-2.07
----
-0.102.382.48

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 17.00% 16.15% -0.85% 2065 -0.06% 2.30% 2.36%

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