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
202114.0514.270.22
248
0.001.371.37
202214.2514.390.14
242
-0.001.461.47
202314.4314.450.02
236
-0.001.511.51
202414.6414.53-0.11
228
-0.001.551.56
202514.8814.60-0.28
221
-0.001.601.61
202615.1114.78-0.33
212
-0.001.661.66
202715.3414.86-0.48
204
-0.001.711.72
202815.5814.96-0.62
195
-0.011.771.78
202915.8315.06-0.77
187
-0.011.831.84
203016.0115.14-0.88
178
-0.011.901.90
203116.1815.21-0.97
171
-0.011.961.97
203216.3215.29-1.04
163
-0.012.022.03
203316.4415.37-1.08
156
-0.012.092.10
203416.5415.44-1.10
150
-0.012.162.17
203516.6115.52-1.09
144
-0.012.232.24
203616.6715.60-1.07
139
-0.022.302.32
203716.7215.62-1.10
133
-0.022.322.33
203816.7715.63-1.14
128
-0.022.322.34
203916.8015.63-1.17
122
-0.022.322.34
204016.8215.64-1.19
116
-0.022.322.34
204116.8315.64-1.20
110
-0.022.322.34
204216.8315.64-1.19
104
-0.022.322.35
204316.8215.64-1.18
99
-0.032.322.35
204416.8015.64-1.16
93
-0.032.322.35
204516.7915.64-1.14
87
-0.032.322.35
204616.7715.64-1.12
81
-0.032.332.36
204716.7615.65-1.11
75
-0.032.332.36
204816.7515.65-1.10
69
-0.042.332.36
204916.7515.65-1.09
64
-0.042.332.37
205016.7515.65-1.09
58
-0.042.332.37
205116.7515.66-1.09
52
-0.042.332.37
205216.7615.66-1.10
46
-0.052.332.38
205316.7815.66-1.12
40
-0.052.332.38
205416.8115.67-1.14
34
-0.052.332.38
205516.8415.67-1.17
27
-0.052.332.39
205616.8815.67-1.20
21
-0.062.342.39
205716.9215.68-1.24
14
-0.062.342.40
205816.9715.68-1.28
7
-0.062.342.40
205917.0215.69-1.33
----
-0.062.342.40
206017.0815.70-1.38
----
-0.072.342.41
206117.1415.70-1.43
----
-0.072.342.41
206217.2015.71-1.49
----
-0.072.342.41
206317.2615.71-1.54
----
-0.072.342.42
206417.3215.72-1.60
----
-0.082.342.42
206517.3815.72-1.65
----
-0.082.342.42
206617.4415.73-1.71
----
-0.082.352.43
206717.5115.74-1.77
----
-0.082.352.43
206817.5815.74-1.84
----
-0.082.352.43
206917.6515.75-1.90
----
-0.092.352.43
207017.7215.75-1.96
----
-0.092.352.44
207117.7815.76-2.02
----
-0.092.352.44
207217.8415.77-2.07
----
-0.092.352.44
207317.8915.77-2.12
----
-0.092.352.44
207417.9415.78-2.16
----
-0.092.352.45
207517.9815.78-2.20
----
-0.092.352.45
207618.0215.79-2.23
----
-0.102.362.45
207718.0415.79-2.25
----
-0.102.362.45
207818.0515.79-2.26
----
-0.102.362.46
207918.0515.79-2.26
----
-0.102.362.46
208018.0415.79-2.24
----
-0.102.362.46
208118.0215.80-2.22
----
-0.102.362.46
208217.9915.80-2.20
----
-0.102.362.46
208317.9715.80-2.17
----
-0.102.372.46
208417.9315.79-2.14
----
-0.102.372.47
208517.9015.79-2.10
----
-0.102.372.47
208617.8615.79-2.07
----
-0.102.372.47
208717.8215.79-2.03
----
-0.102.372.47
208817.8015.79-2.01
----
-0.102.372.47
208917.7815.79-1.99
----
-0.102.372.47
209017.7715.79-1.98
----
-0.102.372.47
209117.7715.79-1.98
----
-0.102.382.47
209217.7815.80-1.99
----
-0.102.382.47
209317.8115.80-2.01
----
-0.102.382.48
209417.8415.80-2.04
----
-0.102.382.48
209517.8815.81-2.07
----
-0.102.382.48

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 17.01% 16.03% -0.98% 2058 -0.05% 2.18% 2.23%

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