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
0.000.000.00
202514.8612.96-1.90
178
0.000.000.00
202615.1013.08-2.03
159
0.000.000.00
202715.3613.10-2.26
141
0.000.000.00
202815.6213.14-2.49
122
0.000.000.00
202915.8713.17-2.70
104
0.000.000.00
203016.1113.19-2.92
85
-0.00-0.000.00
203116.2813.21-3.08
66
-0.00-0.000.00
203216.4313.22-3.21
46
-0.00-0.000.00
203316.5513.23-3.32
27
-0.01-0.000.01
203416.6513.24-3.41
7
-0.01-0.000.01
203516.7213.24-3.48
----
-0.02-0.000.02
203616.7713.25-3.53
----
-0.03-0.000.03
203716.8213.25-3.57
----
-0.04-0.000.04
203816.8513.26-3.60
----
-0.06-0.000.06
203916.8713.26-3.61
----
-0.08-0.000.08
204016.8713.26-3.61
----
-0.11-0.010.10
204116.8813.27-3.61
----
-0.14-0.010.13
204216.8613.27-3.60
----
-0.18-0.010.17
204316.8313.26-3.56
----
-0.22-0.010.20
204416.7913.26-3.52
----
-0.26-0.010.24
204516.7413.26-3.48
----
-0.31-0.020.29
204616.7013.26-3.44
----
-0.36-0.020.34
204716.6613.26-3.40
----
-0.41-0.020.39
204816.6313.26-3.37
----
-0.47-0.030.44
204916.5813.26-3.32
----
-0.53-0.030.50
205016.5413.26-3.28
----
-0.60-0.030.57
205116.4913.25-3.24
----
-0.67-0.040.63
205216.4513.25-3.20
----
-0.74-0.040.70
205316.4113.25-3.16
----
-0.81-0.050.76
205416.3713.25-3.12
----
-0.89-0.050.84
205516.3313.25-3.08
----
-0.96-0.060.91
205616.2913.25-3.05
----
-1.04-0.060.98
205716.2613.25-3.01
----
-1.12-0.071.06
205816.2313.25-2.98
----
-1.21-0.071.14
205916.2013.25-2.95
----
-1.29-0.081.21
206016.1713.25-2.93
----
-1.37-0.081.29
206116.1513.25-2.90
----
-1.45-0.091.37
206216.1113.25-2.87
----
-1.54-0.091.45
206316.0813.25-2.84
----
-1.62-0.101.52
206416.0513.24-2.81
----
-1.70-0.101.60
206516.0213.24-2.78
----
-1.78-0.111.68
206615.9913.24-2.75
----
-1.86-0.111.75
206715.9613.24-2.72
----
-1.95-0.121.83
206815.9313.24-2.69
----
-2.03-0.121.91
206915.9013.24-2.66
----
-2.11-0.131.98
207015.8813.24-2.64
----
-2.19-0.132.06
207115.8513.24-2.61
----
-2.27-0.132.14
207215.8213.24-2.59
----
-2.35-0.142.21
207315.7913.24-2.56
----
-2.43-0.142.29
207415.7613.24-2.52
----
-2.51-0.152.36
207515.7213.23-2.49
----
-2.59-0.152.44
207615.6813.23-2.44
----
-2.67-0.162.51
207715.6213.23-2.39
----
-2.75-0.162.58
207815.5613.23-2.33
----
-2.82-0.172.65
207915.4813.22-2.26
----
-2.89-0.172.71
208015.4013.22-2.18
----
-2.95-0.182.78
208115.3113.21-2.10
----
-3.02-0.182.84
208215.2213.21-2.01
----
-3.08-0.182.89
208315.1213.20-1.91
----
-3.13-0.192.95
208415.0113.20-1.81
----
-3.19-0.193.00
208514.9013.19-1.71
----
-3.24-0.193.05
208614.7913.18-1.60
----
-3.29-0.203.09
208714.6713.18-1.49
----
-3.34-0.203.14
208814.5513.17-1.39
----
-3.38-0.203.18
208914.4413.16-1.28
----
-3.43-0.213.22
209014.3413.16-1.19
----
-3.47-0.213.26
209114.2513.15-1.10
----
-3.52-0.213.31
209214.1613.15-1.02
----
-3.57-0.213.36
209314.0913.14-0.95
----
-3.63-0.223.41
209414.0213.14-0.88
----
-3.68-0.223.46
209513.9613.13-0.83
----
-3.74-0.223.51
209613.9113.13-0.78
----
-3.80-0.233.57

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 16.00% 13.70% -2.30% 2034 -1.31% -0.08% 1.23%

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