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
201913.9112.85-1.06
273
0.000.000.00
202013.9412.87-1.07
260
0.000.000.00
202114.0912.90-1.19
245
0.000.000.00
202214.2612.92-1.34
229
0.030.00-0.03
202314.4512.94-1.51
212
0.050.00-0.05
202414.6712.97-1.70
195
0.080.00-0.08
202514.9012.99-1.91
178
0.110.00-0.11
202615.1313.12-2.01
160
0.140.01-0.13
202715.3613.14-2.22
143
0.170.01-0.16
202815.6313.18-2.44
125
0.190.01-0.18
202915.8513.20-2.64
108
0.220.01-0.21
203016.0513.22-2.83
90
0.250.01-0.23
203116.2413.23-3.01
72
0.270.01-0.26
203216.4013.24-3.16
54
0.290.02-0.28
203316.5513.25-3.29
35
0.310.02-0.30
203416.6613.26-3.40
16
0.340.02-0.32
203516.7513.27-3.48
----
0.350.02-0.33
203616.8313.28-3.55
----
0.370.02-0.35
203716.9113.28-3.62
----
0.390.02-0.37
203816.9713.29-3.68
----
0.400.02-0.38
203917.0213.29-3.73
----
0.420.02-0.40
204017.0513.30-3.75
----
0.430.02-0.41
204117.0513.30-3.75
----
0.440.02-0.42
204217.0413.30-3.74
----
0.450.03-0.43
204317.0213.30-3.72
----
0.460.03-0.43
204416.9913.30-3.69
----
0.470.03-0.44
204516.9613.30-3.66
----
0.470.03-0.45
204616.9313.30-3.63
----
0.480.03-0.45
204716.9113.30-3.61
----
0.480.03-0.45
204816.8913.30-3.59
----
0.480.03-0.46
204916.8713.30-3.57
----
0.490.03-0.46
205016.8613.30-3.56
----
0.490.03-0.46
205116.8513.30-3.55
----
0.490.03-0.46
205216.8613.30-3.56
----
0.490.03-0.46
205316.8713.30-3.56
----
0.490.03-0.47
205416.8813.30-3.58
----
0.490.03-0.47
205516.9113.31-3.60
----
0.500.03-0.47
205616.9413.31-3.63
----
0.500.03-0.47
205716.9813.31-3.67
----
0.500.03-0.47
205817.0313.32-3.71
----
0.500.03-0.47
205917.0813.32-3.76
----
0.500.03-0.47
206017.1313.33-3.81
----
0.500.03-0.47
206117.1913.33-3.86
----
0.510.03-0.48
206217.2413.33-3.91
----
0.510.03-0.48
206317.3013.34-3.96
----
0.510.03-0.48
206417.3613.34-4.01
----
0.510.03-0.48
206517.4113.35-4.07
----
0.520.03-0.49
206617.4713.35-4.12
----
0.520.03-0.49
206717.5413.36-4.18
----
0.520.03-0.49
206817.6013.36-4.24
----
0.530.03-0.50
206917.6613.36-4.30
----
0.530.03-0.50
207017.7313.37-4.36
----
0.530.03-0.50
207117.7913.37-4.41
----
0.540.03-0.50
207217.8413.38-4.46
----
0.540.03-0.51
207317.8913.38-4.51
----
0.540.03-0.51
207417.9413.38-4.55
----
0.540.03-0.51
207517.9813.39-4.59
----
0.550.03-0.52
207618.0113.39-4.62
----
0.550.03-0.52
207718.0313.39-4.64
----
0.550.03-0.52
207818.0413.39-4.64
----
0.550.03-0.52
207918.0313.39-4.64
----
0.560.03-0.52
208018.0213.39-4.63
----
0.560.03-0.52
208118.0013.39-4.61
----
0.560.03-0.53
208217.9813.39-4.59
----
0.560.03-0.53
208317.9613.39-4.57
----
0.560.03-0.53
208417.9413.39-4.55
----
0.560.03-0.53
208517.9213.39-4.53
----
0.560.03-0.53
208617.9013.39-4.51
----
0.560.03-0.53
208717.8913.39-4.51
----
0.560.03-0.53
208817.8913.39-4.51
----
0.560.03-0.53
208917.9013.39-4.52
----
0.560.03-0.53
209017.9213.39-4.53
----
0.560.03-0.53
209117.9513.39-4.56
----
0.570.03-0.53
209217.9913.39-4.60
----
0.570.03-0.53
209318.0413.39-4.65
----
0.570.03-0.53
209418.0913.40-4.69
----
0.570.03-0.54

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
2019-2093 17.02% 13.83% -3.18% 2034 0.42% 0.02% -0.40%

1 Under current law, the year of Trust Fund reserve depletion is 2035.
Based on Intermediate Assumptions of the 2019 Trustees Report.