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
202114.0513.47-0.58
248
0.000.570.57
202214.2513.52-0.72
237
-0.000.600.60
202314.4313.54-0.90
225
-0.000.590.59
202414.6413.57-1.08
212
-0.000.590.59
202514.8813.59-1.29
198
-0.000.590.59
202615.1113.72-1.39
184
-0.000.590.59
202715.3413.74-1.60
169
-0.000.590.60
202815.5813.79-1.80
155
-0.000.600.60
202915.8313.82-2.01
140
-0.000.600.60
203016.0213.84-2.18
125
-0.000.600.60
203116.1813.85-2.33
110
-0.000.600.60
203216.3313.86-2.47
95
-0.000.600.60
203316.4513.87-2.57
80
-0.000.600.60
203416.5513.88-2.66
65
-0.000.600.60
203516.6213.89-2.73
49
-0.000.600.60
203616.6813.90-2.78
33
-0.010.600.60
203716.7313.90-2.83
17
-0.010.600.60
203816.7813.91-2.87
1
-0.010.600.60
203916.8113.91-2.90
----
-0.010.600.61
204016.8413.91-2.92
----
-0.010.600.61
204116.8513.92-2.93
----
-0.010.600.61
204216.8513.92-2.93
----
-0.010.600.61
204316.8413.92-2.92
----
-0.010.600.61
204416.8213.92-2.90
----
-0.010.600.61
204516.8113.92-2.89
----
-0.010.600.61
204616.7913.92-2.87
----
-0.010.600.61
204716.7813.92-2.86
----
-0.010.600.61
204816.7813.92-2.85
----
-0.010.600.61
204916.7713.92-2.85
----
-0.010.600.61
205016.7713.92-2.85
----
-0.010.600.61
205116.7813.93-2.85
----
-0.010.600.62
205216.7913.93-2.87
----
-0.020.600.62
205316.8213.93-2.88
----
-0.020.600.62
205416.8413.93-2.91
----
-0.020.600.62
205516.8813.94-2.94
----
-0.020.600.62
205616.9113.94-2.97
----
-0.020.600.62
205716.9613.95-3.01
----
-0.020.600.62
205817.0113.95-3.06
----
-0.020.600.62
205917.0613.95-3.11
----
-0.020.600.62
206017.1213.96-3.16
----
-0.020.600.62
206117.1813.96-3.22
----
-0.020.600.62
206217.2413.97-3.27
----
-0.020.600.63
206317.3113.97-3.33
----
-0.020.600.63
206417.3713.98-3.39
----
-0.020.600.63
206517.4313.98-3.45
----
-0.020.600.63
206617.5013.99-3.51
----
-0.020.600.63
206717.5714.00-3.57
----
-0.030.600.63
206817.6414.00-3.64
----
-0.030.610.63
206917.7114.01-3.70
----
-0.030.610.63
207017.7814.01-3.77
----
-0.030.610.63
207117.8414.02-3.83
----
-0.030.610.63
207217.9014.02-3.88
----
-0.030.610.63
207317.9614.03-3.93
----
-0.030.610.63
207418.0114.03-3.98
----
-0.030.610.63
207518.0514.03-4.02
----
-0.030.610.63
207618.0914.04-4.05
----
-0.030.610.64
207718.1114.04-4.07
----
-0.030.610.64
207818.1214.04-4.08
----
-0.030.610.64
207918.1214.04-4.08
----
-0.030.610.64
208018.1114.04-4.07
----
-0.030.610.64
208118.0914.04-4.05
----
-0.030.610.64
208218.0714.04-4.02
----
-0.030.610.64
208318.0414.04-4.00
----
-0.030.610.64
208418.0014.04-3.97
----
-0.030.610.64
208517.9714.04-3.93
----
-0.030.610.64
208617.9314.03-3.90
----
-0.030.610.64
208717.9014.03-3.86
----
-0.030.610.64
208817.8714.03-3.84
----
-0.030.610.64
208917.8514.03-3.82
----
-0.030.610.64
209017.8414.03-3.81
----
-0.030.610.64
209117.8414.03-3.81
----
-0.030.610.64
209217.8514.03-3.82
----
-0.030.610.64
209317.8814.03-3.84
----
-0.030.610.64
209417.9114.04-3.87
----
-0.030.610.64
209517.9514.04-3.91
----
-0.030.610.64

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 17.04% 14.44% -2.60% 2038 -0.02% 0.59% 0.61%

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