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
202114.0513.04-1.01
248
0.000.140.14
202214.2513.20-1.05
234
-0.000.280.28
202314.4313.34-1.09
220
-0.000.400.40
202414.6413.48-1.16
205
0.000.510.51
202514.8813.61-1.27
191
0.000.610.61
202615.1213.83-1.29
177
0.000.700.70
202715.3513.94-1.41
164
0.000.790.79
202815.5914.07-1.53
151
0.010.880.87
202915.8414.18-1.66
137
0.010.950.94
203016.0414.27-1.77
125
0.021.031.01
203116.2114.29-1.92
112
0.021.031.01
203216.3614.30-2.06
100
0.031.031.00
203316.4914.31-2.18
87
0.031.031.00
203416.5914.32-2.27
74
0.041.030.99
203516.6814.33-2.35
61
0.051.040.99
203616.7414.34-2.41
47
0.061.040.98
203716.8014.34-2.46
34
0.071.040.97
203816.8614.35-2.51
20
0.081.040.97
203916.9014.36-2.55
5
0.091.040.96
204016.9414.36-2.58
----
0.101.050.95
204116.9614.37-2.60
----
0.111.050.94
204216.9814.37-2.61
----
0.121.050.93
204316.9814.37-2.60
----
0.131.050.93
204416.9714.38-2.60
----
0.141.060.92
204516.9714.38-2.59
----
0.151.060.91
204616.9614.38-2.58
----
0.161.060.90
204716.9714.38-2.58
----
0.181.060.89
204816.9814.39-2.59
----
0.191.070.88
204916.9914.39-2.60
----
0.201.070.86
205017.0014.39-2.61
----
0.221.070.85
205117.0214.40-2.63
----
0.231.070.84
205217.0514.40-2.65
----
0.241.070.83
205317.0914.41-2.68
----
0.261.080.82
205417.1314.41-2.72
----
0.271.080.81
205517.1814.42-2.76
----
0.291.080.79
205617.2314.42-2.81
----
0.301.080.78
205717.2914.43-2.86
----
0.321.090.77
205817.3614.44-2.93
----
0.331.090.76
205917.4314.44-2.99
----
0.351.090.74
206017.5114.45-3.06
----
0.361.090.73
206117.5814.46-3.12
----
0.381.100.72
206217.6614.46-3.19
----
0.391.100.71
206317.7414.47-3.26
----
0.411.100.69
206417.8114.48-3.33
----
0.421.100.68
206517.8914.49-3.41
----
0.431.110.67
206617.9714.49-3.48
----
0.451.110.66
206718.0614.50-3.55
----
0.461.110.65
206818.1414.51-3.63
----
0.471.110.64
206918.2214.52-3.71
----
0.491.120.63
207018.3014.52-3.78
----
0.501.120.62
207118.3814.53-3.85
----
0.511.120.61
207218.4514.54-3.91
----
0.521.120.60
207318.5214.54-3.97
----
0.531.120.59
207418.5814.55-4.03
----
0.541.130.58
207518.6314.55-4.07
----
0.551.130.58
207618.6714.56-4.11
----
0.561.130.57
207718.7014.56-4.14
----
0.561.130.57
207818.7214.57-4.16
----
0.571.130.56
207918.7214.57-4.16
----
0.571.130.56
208018.7214.57-4.15
----
0.581.130.56
208118.7014.57-4.13
----
0.581.140.55
208218.6814.57-4.11
----
0.581.140.55
208318.6514.57-4.08
----
0.591.140.55
208418.6214.57-4.05
----
0.591.140.55
208518.5914.57-4.02
----
0.591.140.55
208618.5514.56-3.98
----
0.591.140.55
208718.5114.56-3.95
----
0.591.140.55
208818.4914.56-3.93
----
0.591.140.55
208918.4714.56-3.91
----
0.591.140.55
209018.4614.56-3.90
----
0.591.140.55
209118.4614.56-3.90
----
0.591.140.55
209218.4814.56-3.91
----
0.591.140.55
209318.5014.57-3.93
----
0.601.150.55
209418.5414.57-3.97
----
0.601.150.55
209518.5714.57-4.00
----
0.601.150.55

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 17.34% 14.85% -2.49% 2039 0.28% 1.01% 0.72%

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