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
202214.2514.350.10
233
0.001.421.42
202314.4314.450.02
226
-0.001.511.51
202414.6414.53-0.11
219
-0.001.551.56
202514.8814.60-0.28
212
-0.001.601.61
202615.1114.78-0.33
203
-0.001.661.66
202715.3414.86-0.49
195
-0.001.711.71
202815.5814.96-0.62
187
-0.001.771.77
202915.8315.06-0.77
179
-0.001.841.84
203016.0215.14-0.88
170
0.001.901.90
203116.1915.21-0.97
163
0.001.961.96
203216.3315.29-1.05
155
0.002.022.02
203316.4515.37-1.09
148
0.002.092.09
203416.5515.44-1.11
142
0.002.162.15
203516.6315.52-1.11
136
0.002.232.23
203616.6915.60-1.09
130
0.012.302.30
203716.7415.62-1.12
125
0.012.322.31
203816.7915.63-1.16
119
0.012.322.31
203916.8315.63-1.19
113
0.012.322.31
204016.8615.64-1.22
107
0.012.322.31
204116.8715.64-1.23
101
0.012.322.31
204216.8715.64-1.23
95
0.012.332.31
204316.8615.65-1.22
89
0.012.332.31
204416.8515.65-1.20
83
0.022.332.31
204516.8315.65-1.18
76
0.022.332.31
204616.8215.65-1.17
70
0.022.332.31
204716.8115.65-1.16
64
0.022.332.31
204816.8115.66-1.15
58
0.022.332.31
204916.8115.66-1.15
52
0.022.342.31
205016.8115.66-1.15
46
0.022.342.31
205116.8215.66-1.15
39
0.032.342.31
205216.8315.67-1.17
33
0.032.342.31
205316.8615.67-1.19
26
0.032.342.31
205416.8915.67-1.21
20
0.032.342.31
205516.9215.68-1.24
13
0.032.342.31
205616.9615.68-1.28
6
0.032.352.31
205717.0115.69-1.32
----
0.032.352.31
205817.0615.70-1.37
----
0.032.352.31
205917.1215.70-1.42
----
0.032.352.31
206017.1815.71-1.47
----
0.042.352.31
206117.2415.71-1.53
----
0.042.352.32
206217.3015.72-1.58
----
0.042.352.32
206317.3715.73-1.64
----
0.042.362.32
206417.4315.73-1.70
----
0.042.362.32
206517.5015.74-1.76
----
0.042.362.32
206617.5715.74-1.82
----
0.042.362.32
206717.6415.75-1.89
----
0.042.362.32
206817.7115.76-1.95
----
0.042.362.32
206917.7815.76-2.01
----
0.042.362.32
207017.8515.77-2.08
----
0.052.362.32
207117.9215.78-2.14
----
0.052.372.32
207217.9815.78-2.19
----
0.052.372.32
207318.0315.79-2.24
----
0.052.372.32
207418.0815.79-2.29
----
0.052.372.32
207518.1315.80-2.33
----
0.052.372.32
207618.1615.80-2.36
----
0.052.372.32
207718.1915.81-2.38
----
0.052.372.32
207818.2015.81-2.39
----
0.052.382.33
207918.2015.81-2.39
----
0.052.382.33
208018.1915.81-2.38
----
0.052.382.33
208118.1715.81-2.36
----
0.052.382.33
208218.1515.81-2.33
----
0.052.382.33
208318.1215.81-2.30
----
0.052.382.33
208418.0815.81-2.27
----
0.052.382.33
208518.0515.81-2.24
----
0.052.392.33
208618.0115.81-2.20
----
0.052.392.33
208717.9815.81-2.17
----
0.052.392.34
208817.9515.81-2.14
----
0.052.392.34
208917.9315.81-2.12
----
0.052.392.34
209017.9215.81-2.11
----
0.052.392.34
209117.9215.81-2.11
----
0.052.392.34
209217.9315.81-2.12
----
0.052.392.34
209317.9615.82-2.14
----
0.052.402.34
209417.9915.82-2.17
----
0.052.402.34
209518.0315.82-2.20
----
0.052.402.34

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 17.09% 16.02% -1.07% 2056 0.03% 2.17% 2.14%

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