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
0.000.00-0.00
202214.2512.93-1.33
233
0.000.00-0.00
202314.4412.95-1.50
217
0.010.00-0.01
202414.6612.98-1.68
200
0.010.00-0.01
202514.9013.00-1.90
182
0.020.00-0.02
202615.1413.13-2.01
165
0.030.00-0.03
202715.3813.15-2.23
147
0.030.00-0.03
202815.6313.19-2.43
129
0.040.00-0.04
202915.8813.23-2.65
111
0.050.00-0.05
203016.0813.25-2.83
92
0.060.00-0.05
203116.2513.26-2.99
74
0.070.00-0.06
203216.4113.27-3.13
55
0.070.00-0.07
203316.5313.28-3.25
37
0.080.00-0.08
203416.6413.29-3.35
17
0.090.00-0.08
203516.7213.30-3.42
----
0.090.00-0.09
203616.7913.30-3.48
----
0.100.01-0.09
203716.8413.31-3.53
----
0.110.01-0.10
203816.9013.32-3.58
----
0.110.01-0.11
203916.9413.32-3.62
----
0.120.01-0.11
204016.9713.32-3.65
----
0.130.01-0.12
204116.9913.33-3.66
----
0.130.01-0.12
204217.0013.33-3.67
----
0.140.01-0.13
204316.9913.33-3.67
----
0.140.01-0.14
204416.9813.33-3.66
----
0.150.01-0.14
204516.9713.33-3.65
----
0.160.01-0.15
204616.9613.33-3.64
----
0.160.01-0.15
204716.9613.33-3.63
----
0.170.01-0.16
204816.9613.33-3.63
----
0.180.01-0.17
204916.9713.33-3.63
----
0.180.01-0.17
205016.9713.33-3.64
----
0.190.01-0.18
205116.9813.34-3.65
----
0.190.01-0.18
205217.0013.34-3.67
----
0.200.01-0.19
205317.0313.34-3.69
----
0.200.01-0.19
205417.0613.34-3.72
----
0.210.01-0.19
205517.1013.35-3.76
----
0.210.01-0.20
205617.1513.35-3.80
----
0.210.01-0.20
205717.1913.36-3.84
----
0.220.01-0.20
205817.2513.36-3.89
----
0.220.01-0.21
205917.3113.36-3.94
----
0.220.01-0.21
206017.3713.37-4.00
----
0.230.01-0.21
206117.4313.37-4.06
----
0.230.01-0.22
206217.5013.38-4.12
----
0.230.01-0.22
206317.5613.38-4.18
----
0.230.01-0.22
206417.6313.39-4.24
----
0.240.01-0.22
206517.7013.39-4.30
----
0.240.01-0.23
206617.7713.40-4.37
----
0.240.01-0.23
206717.8413.40-4.43
----
0.240.01-0.23
206817.9113.41-4.50
----
0.240.01-0.23
206917.9813.42-4.57
----
0.250.01-0.23
207018.0513.42-4.63
----
0.250.01-0.23
207118.1213.42-4.69
----
0.250.01-0.23
207218.1813.43-4.75
----
0.250.01-0.24
207318.2313.43-4.80
----
0.250.01-0.24
207418.2913.44-4.85
----
0.250.01-0.24
207518.3313.44-4.89
----
0.250.01-0.24
207618.3713.44-4.92
----
0.250.01-0.24
207718.3913.45-4.95
----
0.250.02-0.24
207818.4013.45-4.96
----
0.250.02-0.24
207918.4013.45-4.95
----
0.250.02-0.24
208018.3913.45-4.94
----
0.250.01-0.24
208118.3713.45-4.92
----
0.250.01-0.24
208218.3413.45-4.90
----
0.250.01-0.24
208318.3213.45-4.87
----
0.250.01-0.24
208418.2813.44-4.84
----
0.250.01-0.23
208518.2513.44-4.80
----
0.250.01-0.23
208618.2113.44-4.77
----
0.250.01-0.23
208718.1713.44-4.73
----
0.250.01-0.23
208818.1413.43-4.71
----
0.250.01-0.23
208918.1213.43-4.69
----
0.250.01-0.23
209018.1113.43-4.68
----
0.250.01-0.23
209118.1113.43-4.68
----
0.250.01-0.23
209218.1313.43-4.69
----
0.250.01-0.23
209318.1513.43-4.72
----
0.250.01-0.23
209418.1813.44-4.75
----
0.250.01-0.23
209518.2213.44-4.78
----
0.250.01-0.23

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 17.23% 13.86% -3.37% 2034 0.17% 0.01% -0.16%

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