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
202214.2512.93-1.32
233
0.000.000.00
202314.4313.04-1.40
217
0.000.090.09
202414.6413.16-1.48
201
-0.000.190.19
202514.8813.28-1.60
185
-0.000.280.28
202615.1113.50-1.61
169
-0.000.380.38
202715.3513.62-1.72
154
-0.000.470.47
202815.5813.76-1.82
139
-0.000.570.57
202915.8313.80-2.03
124
-0.000.570.57
203016.0213.81-2.21
109
-0.000.570.57
203116.1913.83-2.36
94
-0.000.570.57
203216.3313.84-2.49
79
-0.000.570.57
203316.4513.85-2.60
64
-0.000.570.57
203416.5513.86-2.69
49
-0.000.570.58
203516.6213.87-2.76
33
-0.000.570.58
203616.6813.87-2.81
17
-0.000.570.58
203716.7313.88-2.86
1
-0.000.570.58
203816.7813.88-2.90
----
-0.000.570.58
203916.8113.89-2.93
----
-0.000.570.58
204016.8413.89-2.95
----
-0.000.570.58
204116.8513.89-2.96
----
-0.010.570.58
204216.8513.89-2.96
----
-0.010.570.58
204316.8413.89-2.95
----
-0.010.570.58
204416.8313.89-2.93
----
-0.010.570.58
204516.8113.89-2.92
----
-0.010.570.58
204616.7913.89-2.90
----
-0.010.570.58
204716.7813.89-2.89
----
-0.010.570.58
204816.7813.89-2.89
----
-0.010.570.58
204916.7813.89-2.88
----
-0.010.570.58
205016.7813.90-2.88
----
-0.010.570.58
205116.7813.90-2.88
----
-0.010.570.58
205216.8013.90-2.90
----
-0.010.570.58
205316.8213.90-2.92
----
-0.010.570.59
205416.8513.91-2.94
----
-0.010.570.59
205516.8813.91-2.97
----
-0.010.570.59
205616.9213.91-3.01
----
-0.010.570.59
205716.9613.92-3.05
----
-0.010.570.59
205817.0113.92-3.09
----
-0.020.570.59
205917.0713.93-3.14
----
-0.020.570.59
206017.1313.93-3.20
----
-0.020.570.59
206117.1913.94-3.25
----
-0.020.570.59
206217.2513.94-3.31
----
-0.020.570.59
206317.3113.95-3.37
----
-0.020.570.59
206417.3713.95-3.42
----
-0.020.570.59
206517.4413.95-3.48
----
-0.020.570.59
206617.5013.96-3.54
----
-0.020.570.59
206717.5713.96-3.61
----
-0.020.570.60
206817.6413.97-3.67
----
-0.020.570.60
206917.7113.98-3.74
----
-0.020.570.60
207017.7813.98-3.80
----
-0.020.570.60
207117.8513.99-3.86
----
-0.020.570.60
207217.9113.99-3.92
----
-0.020.570.60
207317.9613.99-3.97
----
-0.020.580.60
207418.0114.00-4.01
----
-0.020.580.60
207518.0514.00-4.05
----
-0.020.580.60
207618.0914.01-4.08
----
-0.020.580.60
207718.1114.01-4.11
----
-0.030.580.60
207818.1314.01-4.12
----
-0.030.580.60
207918.1214.01-4.12
----
-0.030.580.60
208018.1114.01-4.10
----
-0.030.580.60
208118.0914.01-4.08
----
-0.030.580.60
208218.0714.01-4.06
----
-0.030.580.60
208318.0414.01-4.03
----
-0.030.580.60
208418.0114.00-4.00
----
-0.030.580.60
208517.9714.00-3.97
----
-0.030.580.60
208617.9314.00-3.93
----
-0.030.580.60
208717.9014.00-3.90
----
-0.030.580.60
208817.8714.00-3.87
----
-0.030.580.60
208917.8514.00-3.85
----
-0.030.580.60
209017.8413.99-3.85
----
-0.030.580.60
209117.8413.99-3.85
----
-0.030.580.60
209217.8614.00-3.86
----
-0.030.580.60
209317.8814.00-3.88
----
-0.030.580.60
209417.9114.00-3.91
----
-0.030.580.60
209517.9514.00-3.95
----
-0.030.580.60

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 17.05% 14.38% -2.67% 2037 -0.01% 0.53% 0.54%

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