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
202114.1112.31-1.81
253
0.000.000.00
202214.3012.93-1.38
231
0.000.000.00
202314.4312.91-1.52
214
0.000.000.00
202414.6412.94-1.69
196
0.000.00-0.00
202514.8612.96-1.90
178
0.000.00-0.00
202615.1013.08-2.03
159
0.000.00-0.00
202715.3613.10-2.26
141
0.000.00-0.00
202815.6313.14-2.49
122
0.000.00-0.00
202915.8813.17-2.71
104
0.000.00-0.00
203016.1213.19-2.93
85
0.010.00-0.01
203116.3013.21-3.09
66
0.020.00-0.02
203216.4613.22-3.24
46
0.020.00-0.02
203316.5913.23-3.36
27
0.030.00-0.03
203416.7013.24-3.46
7
0.040.00-0.04
203516.7813.25-3.53
----
0.040.00-0.04
203616.8513.25-3.60
----
0.050.00-0.05
203716.9213.26-3.66
----
0.060.00-0.05
203816.9813.26-3.71
----
0.060.00-0.06
203917.0213.27-3.75
----
0.070.00-0.07
204017.0513.27-3.78
----
0.080.00-0.07
204117.1013.28-3.82
----
0.080.00-0.08
204217.1313.28-3.85
----
0.090.00-0.08
204317.1413.28-3.85
----
0.090.00-0.09
204417.1413.28-3.86
----
0.100.00-0.10
204517.1513.28-3.87
----
0.110.00-0.10
204617.1713.29-3.88
----
0.110.00-0.11
204717.1913.29-3.91
----
0.120.00-0.11
204817.2213.29-3.93
----
0.120.01-0.12
204917.2513.29-3.95
----
0.130.01-0.12
205017.2713.30-3.98
----
0.130.01-0.13
205117.3013.30-4.00
----
0.140.01-0.13
205217.3313.30-4.03
----
0.150.01-0.14
205317.3713.31-4.06
----
0.150.01-0.14
205417.4113.31-4.10
----
0.150.01-0.15
205517.4513.31-4.14
----
0.160.01-0.15
205617.5013.32-4.18
----
0.160.01-0.16
205717.5513.32-4.23
----
0.170.01-0.16
205817.6113.33-4.28
----
0.170.01-0.16
205917.6613.33-4.33
----
0.170.01-0.17
206017.7213.34-4.39
----
0.180.01-0.17
206117.7813.34-4.44
----
0.180.01-0.17
206217.8413.35-4.49
----
0.180.01-0.17
206317.8913.35-4.54
----
0.190.01-0.18
206417.9413.35-4.59
----
0.190.01-0.18
206517.9913.36-4.63
----
0.190.01-0.18
206618.0413.36-4.68
----
0.190.01-0.18
206718.1013.37-4.73
----
0.190.01-0.18
206818.1513.37-4.78
----
0.190.01-0.19
206918.2113.37-4.83
----
0.200.01-0.19
207018.2713.38-4.89
----
0.200.01-0.19
207118.3213.38-4.94
----
0.200.01-0.19
207218.3713.39-4.99
----
0.200.01-0.19
207318.4313.39-5.03
----
0.200.01-0.19
207418.4813.40-5.08
----
0.200.01-0.19
207518.5213.40-5.12
----
0.200.01-0.19
207618.5513.40-5.15
----
0.200.01-0.19
207718.5713.40-5.17
----
0.200.01-0.19
207818.5813.40-5.17
----
0.200.01-0.19
207918.5713.41-5.17
----
0.200.01-0.19
208018.5613.40-5.15
----
0.200.01-0.19
208118.5313.40-5.13
----
0.200.01-0.19
208218.5013.40-5.09
----
0.200.01-0.19
208318.4513.40-5.05
----
0.200.01-0.19
208418.4013.40-5.00
----
0.200.01-0.19
208518.3413.39-4.95
----
0.200.01-0.19
208618.2813.39-4.89
----
0.200.01-0.19
208718.2113.39-4.82
----
0.200.01-0.19
208818.1413.38-4.76
----
0.200.01-0.19
208918.0713.38-4.69
----
0.200.01-0.19
209018.0113.37-4.64
----
0.200.01-0.19
209117.9713.37-4.59
----
0.200.01-0.19
209217.9313.37-4.56
----
0.200.01-0.19
209317.9113.37-4.54
----
0.200.01-0.19
209417.9013.37-4.53
----
0.200.01-0.19
209517.9013.37-4.53
----
0.200.01-0.19
209617.9013.37-4.53
----
0.200.01-0.19

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
2021-2095 17.44% 13.78% -3.66% 2034 0.13% 0.01% -0.12%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2021 Trustees Report.