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
0.000.00-0.00
202314.4412.94-1.49
217
0.000.00-0.00
202414.6512.98-1.67
200
0.000.00-0.00
202514.8813.00-1.89
183
0.010.00-0.01
202615.1213.12-2.00
165
0.010.00-0.01
202715.3613.15-2.21
147
0.010.00-0.01
202815.6013.19-2.41
130
0.010.00-0.01
202915.8513.23-2.62
112
0.020.00-0.01
203016.0413.24-2.80
93
0.020.00-0.02
203116.2113.26-2.95
75
0.020.00-0.02
203216.3513.27-3.09
57
0.020.00-0.02
203316.4813.28-3.20
38
0.020.00-0.02
203416.5813.29-3.29
19
0.030.00-0.02
203516.6513.29-3.36
0
0.030.00-0.03
203616.7113.30-3.41
----
0.030.00-0.03
203716.7713.31-3.46
----
0.030.00-0.03
203816.8213.31-3.51
----
0.030.00-0.03
203916.8513.31-3.54
----
0.030.00-0.03
204016.8813.32-3.56
----
0.030.00-0.03
204116.8913.32-3.57
----
0.040.00-0.03
204216.9013.32-3.58
----
0.040.00-0.04
204316.8913.32-3.57
----
0.040.00-0.04
204416.8713.32-3.55
----
0.040.00-0.04
204516.8613.32-3.54
----
0.040.00-0.04
204616.8413.32-3.52
----
0.040.00-0.04
204716.8313.32-3.51
----
0.040.00-0.04
204816.8313.32-3.51
----
0.040.00-0.04
204916.8313.32-3.51
----
0.050.00-0.04
205016.8313.32-3.51
----
0.050.00-0.05
205116.8413.33-3.51
----
0.050.00-0.05
205216.8613.33-3.53
----
0.050.00-0.05
205316.8813.33-3.55
----
0.050.00-0.05
205416.9113.33-3.58
----
0.050.00-0.05
205516.9413.34-3.61
----
0.050.00-0.05
205616.9813.34-3.64
----
0.050.00-0.05
205717.0313.34-3.69
----
0.050.00-0.05
205817.0813.35-3.73
----
0.050.00-0.05
205917.1413.35-3.79
----
0.050.00-0.05
206017.2013.36-3.84
----
0.050.00-0.05
206117.2613.36-3.90
----
0.060.00-0.05
206217.3213.37-3.95
----
0.060.00-0.05
206317.3913.37-4.01
----
0.060.00-0.05
206417.4513.38-4.07
----
0.060.00-0.06
206517.5113.38-4.13
----
0.060.00-0.06
206617.5813.39-4.20
----
0.060.00-0.06
206717.6513.39-4.26
----
0.060.00-0.06
206817.7213.40-4.32
----
0.060.00-0.06
206917.7913.40-4.39
----
0.060.00-0.06
207017.8613.41-4.46
----
0.060.00-0.06
207117.9313.41-4.52
----
0.060.00-0.06
207217.9913.42-4.57
----
0.060.00-0.06
207318.0413.42-4.62
----
0.060.00-0.06
207418.1013.43-4.67
----
0.060.00-0.06
207518.1413.43-4.71
----
0.060.00-0.06
207618.1813.43-4.74
----
0.060.00-0.06
207718.2013.43-4.77
----
0.060.00-0.06
207818.2113.44-4.78
----
0.060.00-0.06
207918.2113.44-4.78
----
0.060.00-0.06
208018.2013.44-4.76
----
0.060.00-0.06
208118.1813.44-4.75
----
0.060.00-0.06
208218.1613.43-4.72
----
0.060.00-0.06
208318.1313.43-4.70
----
0.060.00-0.06
208418.1013.43-4.67
----
0.060.00-0.06
208518.0613.43-4.63
----
0.060.00-0.06
208618.0213.43-4.60
----
0.060.00-0.06
208717.9913.42-4.56
----
0.060.00-0.06
208817.9613.42-4.54
----
0.060.00-0.06
208917.9413.42-4.52
----
0.060.00-0.06
209017.9313.42-4.51
----
0.060.00-0.06
209117.9313.42-4.51
----
0.060.00-0.06
209217.9413.42-4.52
----
0.060.00-0.06
209317.9713.42-4.55
----
0.060.00-0.06
209418.0013.42-4.58
----
0.060.00-0.06
209518.0413.43-4.61
----
0.060.00-0.06

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 17.10% 13.85% -3.25% 2035 0.04% 0.00% -0.04%

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