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
202114.0515.121.07
248
0.002.222.22
202214.2515.240.99
248
-0.002.312.31
202314.4415.240.80
247
0.002.302.30
202414.6515.270.62
244
0.012.292.28
202514.8915.290.40
241
0.012.302.28
202615.1415.420.29
236
0.022.302.27
202715.3815.450.07
231
0.042.302.27
202815.6415.50-0.13
224
0.052.312.26
202915.9015.55-0.35
218
0.072.322.25
203016.1115.56-0.54
211
0.082.322.24
203116.2915.58-0.71
205
0.102.322.22
203216.4615.60-0.86
199
0.122.332.21
203316.5915.61-0.99
192
0.142.332.19
203416.7115.62-1.09
186
0.162.332.17
203516.8115.63-1.18
180
0.192.342.15
203616.8915.64-1.25
174
0.212.342.13
203716.9715.65-1.32
168
0.232.352.12
203817.0415.66-1.38
161
0.252.352.10
203917.0915.67-1.43
155
0.282.352.08
204017.1515.67-1.47
147
0.302.362.06
204117.1815.68-1.50
140
0.332.362.04
204217.2115.68-1.52
133
0.352.372.02
204317.2215.69-1.53
125
0.372.372.00
204417.2315.69-1.54
117
0.402.371.98
204517.2415.70-1.54
110
0.422.381.96
204617.2515.70-1.55
102
0.452.381.94
204717.2615.71-1.56
94
0.472.391.91
204817.2815.71-1.57
86
0.502.391.89
204917.3115.72-1.59
77
0.522.401.87
205017.3315.72-1.61
69
0.552.401.85
205117.3715.73-1.64
60
0.572.401.83
205217.4115.73-1.67
51
0.602.411.81
205317.4515.74-1.71
42
0.622.411.79
205417.5115.75-1.76
33
0.652.421.77
205517.5715.76-1.81
23
0.672.421.75
205617.6315.76-1.87
13
0.702.421.73
205717.7015.77-1.93
3
0.722.431.71
205817.7815.78-2.00
----
0.752.431.68
205917.8615.79-2.07
----
0.772.441.66
206017.9415.80-2.14
----
0.802.441.64
206118.0215.81-2.22
----
0.822.441.62
206218.1115.81-2.29
----
0.842.451.61
206318.1915.82-2.37
----
0.862.451.59
206418.2815.83-2.44
----
0.882.461.57
206518.3615.84-2.52
----
0.902.461.56
206618.4515.85-2.60
----
0.922.461.54
206718.5315.86-2.68
----
0.942.471.53
206818.6215.86-2.75
----
0.952.471.51
206918.7015.87-2.83
----
0.972.471.50
207018.7915.88-2.91
----
0.992.481.49
207118.8715.89-2.98
----
1.002.481.48
207218.9415.90-3.04
----
1.012.481.47
207319.0115.90-3.10
----
1.022.481.46
207419.0715.91-3.16
----
1.032.491.45
207519.1215.92-3.21
----
1.042.491.44
207619.1715.92-3.25
----
1.052.491.44
207719.2015.93-3.27
----
1.062.491.43
207819.2215.93-3.29
----
1.072.501.43
207919.2215.93-3.29
----
1.072.501.43
208019.2115.93-3.28
----
1.072.501.43
208119.1915.93-3.26
----
1.082.501.42
208219.1715.93-3.24
----
1.082.501.43
208319.1415.93-3.21
----
1.082.501.43
208419.1115.93-3.18
----
1.082.501.43
208519.0715.93-3.14
----
1.082.511.43
208619.0315.93-3.10
----
1.072.511.43
208719.0015.93-3.07
----
1.072.511.44
208818.9715.93-3.04
----
1.072.511.44
208918.9515.93-3.02
----
1.072.511.44
209018.9415.93-3.01
----
1.072.511.44
209118.9415.93-3.01
----
1.072.511.44
209218.9515.93-3.02
----
1.072.511.44
209318.9815.94-3.04
----
1.072.521.44
209419.0115.94-3.07
----
1.082.521.44
209519.0515.94-3.11
----
1.082.521.44

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 17.66% 16.22% -1.43% 2057 0.60% 2.38% 1.78%

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