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
-0.00-0.000.00
202314.4312.91-1.52
214
-0.00-0.000.00
202414.6412.94-1.69
196
-0.00-0.000.00
202514.8512.96-1.90
178
-0.00-0.000.00
202615.1013.08-2.02
159
-0.00-0.000.00
202715.3613.10-2.26
141
-0.00-0.000.00
202815.6213.14-2.48
123
-0.01-0.000.01
202915.8613.17-2.69
104
-0.01-0.000.01
203016.1013.19-2.91
85
-0.01-0.000.01
203116.2713.21-3.06
66
-0.02-0.000.02
203216.4113.22-3.20
47
-0.02-0.000.02
203316.5313.23-3.30
27
-0.03-0.000.03
203416.6213.24-3.39
8
-0.03-0.000.03
203516.7013.24-3.45
----
-0.04-0.000.04
203616.7513.25-3.51
----
-0.05-0.000.04
203716.8113.25-3.55
----
-0.05-0.000.05
203816.8513.26-3.59
----
-0.06-0.000.06
203916.8813.26-3.62
----
-0.07-0.000.07
204016.9013.27-3.63
----
-0.08-0.000.07
204116.9313.27-3.66
----
-0.09-0.000.08
204216.9413.27-3.67
----
-0.09-0.010.09
204316.9413.27-3.67
----
-0.10-0.010.09
204416.9413.27-3.67
----
-0.11-0.010.10
204516.9413.27-3.66
----
-0.11-0.010.10
204616.9413.27-3.67
----
-0.12-0.010.11
204716.9613.28-3.68
----
-0.12-0.010.11
204816.9713.28-3.70
----
-0.12-0.010.12
204916.9913.28-3.71
----
-0.13-0.010.12
205017.0113.28-3.72
----
-0.13-0.010.12
205117.0313.29-3.74
----
-0.13-0.010.13
205217.0513.29-3.76
----
-0.14-0.010.13
205317.0813.29-3.79
----
-0.14-0.010.13
205417.1113.29-3.82
----
-0.14-0.010.13
205517.1513.30-3.85
----
-0.14-0.010.13
205617.1913.30-3.89
----
-0.14-0.010.13
205717.2413.31-3.94
----
-0.14-0.010.14
205817.2913.31-3.98
----
-0.14-0.010.14
205917.3413.31-4.03
----
-0.15-0.010.14
206017.4013.32-4.08
----
-0.15-0.010.14
206117.4513.32-4.13
----
-0.15-0.010.14
206217.5013.33-4.18
----
-0.15-0.010.14
206317.5513.33-4.22
----
-0.15-0.010.14
206417.6013.34-4.27
----
-0.15-0.010.14
206517.6513.34-4.31
----
-0.15-0.010.14
206617.7013.34-4.36
----
-0.15-0.010.14
206717.7513.35-4.40
----
-0.15-0.010.14
206817.8013.35-4.45
----
-0.15-0.010.14
206917.8613.36-4.50
----
-0.15-0.010.14
207017.9113.36-4.55
----
-0.15-0.010.14
207117.9713.36-4.60
----
-0.15-0.010.14
207218.0213.37-4.65
----
-0.15-0.010.14
207318.0713.37-4.70
----
-0.15-0.010.15
207418.1213.38-4.74
----
-0.15-0.010.15
207518.1613.38-4.78
----
-0.16-0.010.15
207618.1913.38-4.81
----
-0.16-0.010.15
207718.2113.38-4.83
----
-0.16-0.010.15
207818.2213.39-4.83
----
-0.16-0.010.15
207918.2113.39-4.83
----
-0.16-0.010.15
208018.2013.39-4.81
----
-0.16-0.010.15
208118.1713.38-4.79
----
-0.16-0.010.15
208218.1413.38-4.76
----
-0.16-0.010.15
208318.1013.38-4.71
----
-0.15-0.010.15
208418.0413.38-4.66
----
-0.15-0.010.15
208517.9913.38-4.61
----
-0.15-0.010.14
208617.9213.37-4.55
----
-0.15-0.010.14
208717.8613.37-4.49
----
-0.15-0.010.14
208817.7913.36-4.42
----
-0.15-0.010.14
208917.7213.36-4.36
----
-0.15-0.010.14
209017.6613.36-4.31
----
-0.15-0.010.14
209117.6213.35-4.26
----
-0.15-0.010.14
209217.5813.35-4.23
----
-0.15-0.010.14
209317.5713.35-4.22
----
-0.15-0.010.14
209417.5513.35-4.21
----
-0.15-0.010.14
209517.5513.35-4.20
----
-0.15-0.010.14
209617.5613.35-4.21
----
-0.15-0.010.14

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 17.21% 13.77% -3.44% 2034 -0.11% -0.01% 0.10%

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