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
202214.2512.97-1.28
233
0.000.040.04
202314.4313.03-1.41
217
-0.000.080.08
202414.6413.10-1.55
201
-0.000.120.12
202514.8813.16-1.72
184
0.000.160.16
202615.1113.32-1.79
168
0.000.200.20
202715.3513.38-1.97
151
0.000.230.23
202815.5913.46-2.13
135
0.000.270.27
202915.8413.53-2.30
119
0.000.300.30
203016.0313.58-2.44
102
0.000.340.34
203116.1913.63-2.56
86
0.010.370.37
203216.3413.67-2.67
70
0.010.410.40
203316.4613.72-2.74
54
0.010.440.43
203416.5613.76-2.80
37
0.010.470.46
203516.6413.80-2.84
21
0.010.500.49
203616.7013.83-2.87
5
0.020.530.52
203716.7613.87-2.89
----
0.020.560.54
203816.8113.90-2.91
----
0.020.590.57
203916.8413.93-2.91
----
0.030.620.59
204016.8813.96-2.91
----
0.030.650.62
204116.8913.99-2.90
----
0.040.670.64
204216.9014.02-2.88
----
0.040.700.66
204316.8914.05-2.85
----
0.050.730.68
204416.8814.07-2.81
----
0.050.750.70
204516.8714.10-2.78
----
0.060.780.72
204616.8614.12-2.74
----
0.060.800.74
204716.8614.15-2.71
----
0.070.830.76
204816.8614.17-2.69
----
0.080.850.78
204916.8714.20-2.67
----
0.080.870.79
205016.8814.22-2.66
----
0.090.900.81
205116.8914.25-2.65
----
0.100.920.82
205216.9114.27-2.64
----
0.110.940.84
205316.9514.29-2.65
----
0.110.970.85
205416.9814.32-2.66
----
0.120.990.86
205517.0314.34-2.68
----
0.131.010.88
205617.0714.37-2.70
----
0.141.030.89
205717.1314.39-2.73
----
0.151.050.90
205817.1914.41-2.78
----
0.161.070.91
205917.2614.42-2.84
----
0.171.070.90
206017.3314.43-2.90
----
0.181.070.89
206117.4014.43-2.96
----
0.191.070.88
206217.4714.44-3.03
----
0.201.080.87
206317.5414.45-3.09
----
0.211.080.86
206417.6214.45-3.16
----
0.221.080.86
206517.6914.46-3.23
----
0.231.080.85
206617.7714.47-3.30
----
0.241.080.84
206717.8514.48-3.37
----
0.251.090.83
206817.9314.48-3.45
----
0.271.090.82
206918.0114.49-3.52
----
0.281.090.81
207018.0914.50-3.59
----
0.291.090.81
207118.1614.50-3.66
----
0.291.090.80
207218.2314.51-3.72
----
0.301.100.79
207318.3014.52-3.78
----
0.311.100.78
207418.3614.52-3.84
----
0.321.100.78
207518.4114.53-3.88
----
0.331.100.77
207618.4514.53-3.92
----
0.341.100.76
207718.4814.54-3.95
----
0.351.100.76
207818.5014.54-3.97
----
0.351.110.75
207918.5114.54-3.97
----
0.361.110.75
208018.5014.54-3.96
----
0.361.110.74
208118.4914.54-3.94
----
0.371.110.74
208218.4714.54-3.92
----
0.371.110.74
208318.4414.54-3.90
----
0.381.110.74
208418.4114.54-3.87
----
0.381.110.73
208518.3814.54-3.84
----
0.381.120.73
208618.3514.54-3.81
----
0.391.120.73
208718.3114.54-3.77
----
0.391.120.73
208818.2914.54-3.75
----
0.391.120.73
208918.2714.54-3.73
----
0.391.120.72
209018.2614.54-3.73
----
0.401.120.72
209118.2714.54-3.73
----
0.401.120.72
209218.2814.54-3.74
----
0.401.120.72
209318.3114.54-3.77
----
0.411.120.72
209418.3514.55-3.80
----
0.411.120.72
209518.3814.55-3.83
----
0.411.120.71

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 17.22% 14.64% -2.58% 2036 0.16% 0.79% 0.63%

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