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
202214.2514.16-0.09
233
0.001.231.23
202314.4314.25-0.18
225
-0.001.311.31
202414.6414.32-0.32
217
-0.001.341.35
202514.8814.38-0.49
208
-0.001.391.39
202615.1114.56-0.56
198
-0.001.431.43
202715.3514.63-0.72
189
-0.001.481.48
202815.5814.72-0.87
179
0.001.531.53
202915.8314.81-1.03
169
0.001.581.58
203016.0314.87-1.15
160
0.001.631.63
203116.1914.94-1.26
151
0.001.681.67
203216.3415.00-1.34
142
0.011.731.72
203316.4615.06-1.40
133
0.011.791.78
203416.5615.13-1.43
125
0.011.841.83
203516.6415.19-1.45
117
0.011.901.89
203616.7015.26-1.44
109
0.011.961.95
203716.7515.33-1.43
101
0.022.022.01
203816.8015.40-1.41
94
0.022.092.07
203916.8415.47-1.37
86
0.022.162.14
204016.8715.54-1.32
79
0.022.232.21
204116.8815.62-1.26
72
0.032.302.28
204216.8915.65-1.24
65
0.032.332.30
204316.8815.65-1.23
59
0.032.332.30
204416.8715.65-1.22
52
0.032.332.30
204516.8515.65-1.20
46
0.042.332.30
204616.8415.65-1.19
39
0.042.332.29
204716.8315.66-1.18
33
0.042.342.29
204816.8315.66-1.18
26
0.052.342.29
204916.8315.66-1.17
20
0.052.342.29
205016.8415.66-1.18
13
0.052.342.29
205116.8515.67-1.18
6
0.052.342.29
205216.8715.67-1.20
----
0.062.342.29
205316.8915.67-1.22
----
0.062.352.28
205416.9215.68-1.24
----
0.062.352.28
205516.9615.68-1.28
----
0.072.352.28
205617.0015.69-1.31
----
0.072.352.28
205717.0515.69-1.36
----
0.072.352.28
205817.1115.70-1.41
----
0.082.352.28
205917.1715.71-1.46
----
0.082.352.27
206017.2315.71-1.52
----
0.082.362.27
206117.2915.72-1.57
----
0.092.362.27
206217.3615.73-1.63
----
0.092.362.27
206317.4215.73-1.69
----
0.092.362.27
206417.4915.74-1.75
----
0.102.362.27
206517.5615.74-1.81
----
0.102.362.27
206617.6315.75-1.87
----
0.102.372.26
206717.7015.76-1.94
----
0.102.372.26
206817.7715.76-2.01
----
0.112.372.26
206917.8415.77-2.07
----
0.112.372.26
207017.9215.78-2.14
----
0.112.372.26
207117.9815.78-2.20
----
0.112.372.26
207218.0415.79-2.25
----
0.122.382.26
207318.1015.80-2.31
----
0.122.382.26
207418.1515.80-2.35
----
0.122.382.26
207518.2015.81-2.39
----
0.122.382.26
207618.2415.81-2.43
----
0.122.382.26
207718.2615.81-2.45
----
0.122.382.26
207818.2815.82-2.46
----
0.132.382.26
207918.2815.82-2.46
----
0.132.392.26
208018.2715.82-2.45
----
0.132.392.26
208118.2515.82-2.43
----
0.132.392.26
208218.2215.82-2.40
----
0.132.392.26
208318.2015.82-2.37
----
0.132.392.26
208418.1615.82-2.34
----
0.132.392.26
208518.1315.82-2.31
----
0.132.392.26
208618.0915.82-2.27
----
0.132.402.26
208718.0515.82-2.24
----
0.132.402.27
208818.0315.82-2.21
----
0.132.402.27
208918.0115.82-2.19
----
0.132.402.27
209018.0015.82-2.18
----
0.132.402.27
209118.0015.82-2.18
----
0.132.402.27
209218.0115.82-2.19
----
0.132.402.27
209318.0415.83-2.21
----
0.132.412.27
209418.0715.83-2.24
----
0.132.412.27
209518.1115.83-2.28
----
0.142.412.27

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 17.12% 15.95% -1.18% 2051 0.06% 2.10% 2.04%

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