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
202214.1812.93-1.26
234
-0.07-0.000.07
202314.3012.94-1.36
219
-0.14-0.010.13
202414.4412.97-1.47
204
-0.21-0.010.20
202514.6012.98-1.62
189
-0.28-0.010.27
202614.7713.11-1.66
173
-0.35-0.020.33
202714.9313.13-1.80
158
-0.41-0.020.39
202815.1013.16-1.94
143
-0.48-0.030.46
202915.2813.20-2.09
127
-0.55-0.030.52
203015.4113.21-2.20
112
-0.61-0.030.58
203115.5213.22-2.30
97
-0.67-0.040.63
203215.6113.23-2.38
82
-0.73-0.040.69
203315.6713.23-2.44
67
-0.78-0.040.73
203415.7213.24-2.48
52
-0.83-0.050.78
203515.7513.24-2.51
37
-0.87-0.050.82
203615.7713.25-2.52
22
-0.91-0.050.86
203715.7813.25-2.53
6
-0.95-0.050.90
203815.8013.25-2.54
----
-0.99-0.060.93
203915.7913.25-2.54
----
-1.02-0.060.96
204015.7913.26-2.54
----
-1.05-0.060.99
204115.7813.26-2.52
----
-1.08-0.061.02
204215.7613.26-2.50
----
-1.10-0.061.04
204315.7313.25-2.47
----
-1.12-0.061.06
204415.7013.25-2.44
----
-1.14-0.071.07
204515.6713.25-2.41
----
-1.15-0.071.08
204615.6413.25-2.39
----
-1.16-0.071.10
204715.6213.25-2.37
----
-1.17-0.071.10
204815.6113.25-2.36
----
-1.18-0.071.11
204915.6013.25-2.35
----
-1.19-0.071.12
205015.6013.25-2.34
----
-1.19-0.071.12
205115.6013.25-2.34
----
-1.19-0.071.13
205215.6113.26-2.35
----
-1.20-0.071.13
205315.6313.26-2.37
----
-1.20-0.071.13
205415.6613.26-2.39
----
-1.20-0.071.13
205515.6913.26-2.42
----
-1.21-0.071.14
205615.7213.27-2.46
----
-1.21-0.071.14
205715.7613.27-2.49
----
-1.21-0.071.14
205815.8113.28-2.54
----
-1.22-0.071.15
205915.8613.28-2.58
----
-1.22-0.071.15
206015.9213.28-2.63
----
-1.23-0.071.15
206115.9713.29-2.68
----
-1.23-0.071.16
206216.0313.29-2.73
----
-1.24-0.071.17
206316.0813.30-2.79
----
-1.25-0.071.17
206416.1413.30-2.84
----
-1.25-0.071.18
206516.2013.31-2.89
----
-1.26-0.071.19
206616.2513.31-2.94
----
-1.27-0.081.19
206716.3213.31-3.00
----
-1.28-0.081.20
206816.3813.32-3.06
----
-1.29-0.081.21
206916.4413.32-3.11
----
-1.30-0.081.22
207016.5013.33-3.17
----
-1.30-0.081.23
207116.5613.33-3.23
----
-1.31-0.081.23
207216.6113.34-3.27
----
-1.32-0.081.24
207316.6613.34-3.32
----
-1.33-0.081.25
207416.7013.34-3.36
----
-1.33-0.081.26
207516.7413.35-3.39
----
-1.34-0.081.26
207616.7713.35-3.42
----
-1.35-0.081.27
207716.7913.35-3.43
----
-1.35-0.081.27
207816.7913.35-3.44
----
-1.36-0.081.28
207916.7913.35-3.43
----
-1.36-0.081.28
208016.7713.35-3.42
----
-1.37-0.081.29
208116.7513.35-3.40
----
-1.37-0.081.29
208216.7213.35-3.37
----
-1.37-0.081.29
208316.6913.35-3.34
----
-1.37-0.081.29
208416.6613.35-3.31
----
-1.38-0.081.29
208516.6213.34-3.28
----
-1.38-0.081.29
208616.5813.34-3.24
----
-1.38-0.081.29
208716.5513.34-3.21
----
-1.38-0.081.29
208816.5213.34-3.18
----
-1.38-0.081.29
208916.5013.34-3.16
----
-1.38-0.081.29
209016.4913.33-3.15
----
-1.38-0.081.29
209116.4913.33-3.16
----
-1.38-0.081.29
209216.5013.34-3.17
----
-1.38-0.081.29
209316.5313.34-3.19
----
-1.38-0.081.30
209416.5613.34-3.22
----
-1.38-0.081.30
209516.5913.34-3.25
----
-1.38-0.081.30

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 16.01% 13.79% -2.22% 2037 -1.05% -0.06% 0.99%

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