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
202214.2512.93-1.32
233
0.000.000.00
202314.4312.94-1.49
217
0.000.000.00
202414.6412.98-1.67
200
0.000.000.00
202514.8813.00-1.88
183
0.000.000.00
202615.1113.12-1.99
165
0.000.000.00
202715.3513.15-2.20
148
0.000.000.00
202815.5813.19-2.39
130
0.000.000.00
202915.8313.23-2.61
112
0.000.000.00
203016.0213.24-2.78
94
0.000.000.00
203116.1913.26-2.93
76
0.000.000.00
203216.3313.27-3.07
58
0.000.000.00
203316.4516.460.01
39
0.003.183.18
203416.5516.580.03
39
-0.013.293.29
203516.6216.58-0.04
40
-0.013.293.30
203616.6816.59-0.09
40
-0.013.293.30
203716.7316.60-0.13
40
-0.013.293.30
203816.7816.60-0.18
39
-0.013.293.30
203916.8116.61-0.20
39
-0.013.293.30
204016.8416.61-0.23
38
-0.013.293.30
204116.8516.61-0.24
37
-0.013.293.30
204216.8516.61-0.23
36
-0.013.293.31
204316.8316.61-0.22
35
-0.013.293.31
204416.8216.61-0.20
34
-0.023.293.31
204516.8016.61-0.19
33
-0.023.293.31
204616.7816.61-0.17
33
-0.023.303.31
204716.7716.62-0.15
32
-0.023.303.32
204816.7616.62-0.15
32
-0.023.303.32
204916.7616.62-0.14
31
-0.033.303.32
205016.7616.62-0.14
31
-0.033.303.33
205116.7616.62-0.14
30
-0.033.303.33
205216.7716.62-0.15
30
-0.033.303.33
205316.7916.63-0.17
29
-0.043.303.34
205416.8216.63-0.19
28
-0.043.303.34
205516.8516.63-0.22
28
-0.043.303.34
205616.8916.64-0.25
27
-0.053.303.35
205716.9316.64-0.29
25
-0.053.303.35
205816.9816.65-0.33
24
-0.053.303.35
205917.0316.65-0.38
22
-0.053.303.36
206017.0916.66-0.43
20
-0.063.303.36
206117.1416.66-0.48
18
-0.063.303.36
206217.2016.67-0.53
16
-0.063.303.37
206317.2619.772.51
13
-0.076.406.46
206417.3219.882.56
27
-0.076.506.57
206517.3819.882.50
42
-0.086.506.58
206617.4419.892.45
56
-0.086.506.59
206717.5119.892.39
71
-0.096.506.59
206817.5719.902.33
84
-0.096.516.60
206917.6419.912.27
98
-0.106.516.60
207017.7019.912.21
111
-0.106.516.61
207117.7719.922.16
124
-0.106.516.62
207217.8219.932.11
137
-0.116.516.62
207317.8719.932.06
149
-0.116.516.63
207417.9219.942.02
162
-0.126.526.63
207517.9619.941.99
174
-0.126.526.64
207617.9919.951.96
186
-0.136.526.65
207718.0119.951.95
198
-0.136.526.65
207818.0219.961.94
210
-0.146.526.66
207918.0119.961.95
223
-0.146.536.66
208017.9919.961.97
235
-0.146.536.67
208117.9719.961.99
248
-0.156.536.68
208217.9419.962.02
262
-0.156.536.68
208317.9119.962.05
275
-0.156.536.69
208417.8819.962.09
290
-0.166.546.69
208517.8419.962.13
304
-0.166.546.70
208617.8019.962.17
319
-0.166.546.70
208717.7619.962.21
334
-0.176.546.71
208817.7319.962.24
349
-0.176.546.71
208917.7019.972.26
365
-0.176.556.72
209017.6919.972.28
381
-0.186.556.72
209117.6919.972.28
397
-0.186.556.73
209217.7019.972.27
412
-0.186.556.74
209317.7219.982.26
428
-0.186.566.74
209417.7519.982.23
443
-0.196.566.75
209517.7819.992.20
458
-0.196.566.75

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 17.00% 17.65% 0.65% N/A -0.06% 3.80% 3.86%

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