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
202314.7212.96-1.77
212
0.290.01-0.28
202414.9212.99-1.93
194
0.280.01-0.27
202515.1513.01-2.14
176
0.270.01-0.26
202615.3713.14-2.23
157
0.260.02-0.24
202715.5913.16-2.42
139
0.240.01-0.23
202815.8013.20-2.60
121
0.220.01-0.20
202916.0313.24-2.79
102
0.200.01-0.18
203016.2013.25-2.94
83
0.170.01-0.16
203116.3413.27-3.07
65
0.150.01-0.14
203216.4613.28-3.19
46
0.130.01-0.12
203316.5613.29-3.28
27
0.110.01-0.10
203416.6513.29-3.35
8
0.100.01-0.09
203516.7113.30-3.41
----
0.080.01-0.07
203616.7513.30-3.44
----
0.060.01-0.06
203716.7813.31-3.47
----
0.040.00-0.04
203816.8113.31-3.50
----
0.020.00-0.02
203916.8313.31-3.51
----
0.010.00-0.01
204016.8413.32-3.53
----
-0.000.000.00
204116.8513.32-3.53
----
-0.010.000.01
204216.8413.32-3.52
----
-0.020.000.02
204316.8313.32-3.51
----
-0.020.000.02
204416.8013.32-3.49
----
-0.03-0.000.03
204516.7813.32-3.47
----
-0.03-0.000.03
204616.7613.32-3.44
----
-0.04-0.000.04
204716.7413.32-3.42
----
-0.05-0.000.05
204816.7313.32-3.41
----
-0.05-0.000.05
204916.7213.32-3.40
----
-0.06-0.000.06
205016.7213.32-3.40
----
-0.07-0.000.06
205116.7213.32-3.40
----
-0.07-0.000.07
205216.7413.32-3.41
----
-0.07-0.000.07
205316.7613.33-3.43
----
-0.07-0.000.07
205416.7913.33-3.46
----
-0.07-0.000.07
205516.8213.33-3.49
----
-0.08-0.000.07
205616.8513.33-3.52
----
-0.08-0.000.08
205716.8913.34-3.55
----
-0.08-0.000.08
205816.9413.34-3.60
----
-0.09-0.000.09
205916.9913.35-3.64
----
-0.10-0.000.09
206017.0413.35-3.69
----
-0.10-0.000.10
206117.1013.36-3.74
----
-0.10-0.000.10
206217.1613.36-3.80
----
-0.11-0.010.10
206317.2213.37-3.86
----
-0.11-0.010.10
206417.2813.37-3.91
----
-0.11-0.010.10
206517.3513.38-3.97
----
-0.11-0.010.10
206617.4113.38-4.03
----
-0.11-0.010.11
206717.4813.38-4.10
----
-0.11-0.010.11
206817.5513.39-4.16
----
-0.11-0.010.11
206917.6213.39-4.23
----
-0.11-0.010.11
207017.6913.40-4.29
----
-0.11-0.010.11
207117.7613.40-4.35
----
-0.11-0.010.11
207217.8113.41-4.40
----
-0.12-0.010.11
207317.8713.41-4.45
----
-0.12-0.010.11
207417.9113.42-4.49
----
-0.12-0.010.12
207517.9513.42-4.53
----
-0.13-0.010.12
207617.9813.42-4.56
----
-0.14-0.010.13
207718.0013.42-4.58
----
-0.14-0.010.13
207818.0113.43-4.58
----
-0.14-0.010.13
207918.0113.43-4.58
----
-0.14-0.010.14
208017.9913.43-4.57
----
-0.14-0.010.14
208117.9713.43-4.55
----
-0.15-0.010.14
208217.9413.42-4.52
----
-0.15-0.010.14
208317.9113.42-4.49
----
-0.15-0.010.14
208417.8813.42-4.46
----
-0.15-0.010.15
208517.8413.42-4.43
----
-0.15-0.010.14
208617.8113.42-4.39
----
-0.15-0.010.14
208717.7813.41-4.37
----
-0.14-0.010.14
208817.7613.41-4.34
----
-0.14-0.010.13
208917.7413.41-4.33
----
-0.13-0.010.13
209017.7413.41-4.33
----
-0.13-0.010.12
209117.7413.41-4.33
----
-0.13-0.010.12
209217.7613.41-4.34
----
-0.13-0.010.12
209317.7813.41-4.37
----
-0.13-0.010.12
209417.8113.42-4.39
----
-0.13-0.010.12
209517.8513.42-4.43
----
-0.13-0.010.12

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 17.03% 13.85% -3.19% 2034 -0.03% -0.00% 0.03%

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