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
202414.6413.14-1.51
200
0.000.160.16
202514.8813.33-1.55
184
0.000.330.33
202615.1113.63-1.49
168
0.000.500.50
202715.3513.82-1.53
154
0.000.670.67
202815.5914.04-1.55
140
0.000.850.85
202915.8414.26-1.58
127
0.011.031.02
203016.0414.46-1.58
115
0.011.211.20
203116.2114.65-1.55
104
0.021.401.38
203216.3614.85-1.51
94
0.031.591.56
203316.4915.06-1.44
84
0.041.781.74
203416.6015.09-1.52
76
0.051.801.75
203516.7015.12-1.58
67
0.071.821.75
203616.7815.14-1.63
58
0.091.841.75
203716.8515.17-1.68
49
0.111.871.76
203816.9215.20-1.72
39
0.131.891.76
203916.9815.23-1.75
30
0.161.921.76
204017.0315.26-1.78
20
0.191.941.75
204117.0815.28-1.79
10
0.221.971.75
204217.1115.31-1.80
----
0.251.991.74
204317.1315.34-1.80
----
0.292.021.73
204417.1615.36-1.79
----
0.322.041.72
204517.1815.39-1.79
----
0.362.071.71
204617.2015.41-1.79
----
0.402.091.69
204717.2415.44-1.80
----
0.452.121.67
204817.2815.46-1.82
----
0.492.141.65
204917.3215.49-1.84
----
0.542.161.63
205017.3715.51-1.86
----
0.592.191.60
205117.4315.53-1.90
----
0.632.211.57
205217.4915.55-1.94
----
0.682.231.54
205317.5715.58-1.99
----
0.742.251.51
205417.6515.60-2.04
----
0.792.271.48
205517.7315.63-2.11
----
0.842.291.45
205617.8215.65-2.17
----
0.892.311.42
205717.9215.67-2.25
----
0.952.331.39
205818.0315.70-2.33
----
1.002.351.35
205918.1415.72-2.42
----
1.062.371.31
206018.2615.75-2.51
----
1.122.391.27
206118.3815.77-2.61
----
1.182.411.24
206218.5015.80-2.70
----
1.232.441.20
206318.6215.83-2.79
----
1.292.461.17
206418.7415.86-2.89
----
1.352.481.13
206518.8615.88-2.98
----
1.412.501.10
206618.9915.91-3.07
----
1.462.531.06
206719.1115.94-3.17
----
1.522.551.03
206819.2315.97-3.27
----
1.572.571.00
206919.3616.00-3.36
----
1.622.590.97
207019.4816.02-3.45
----
1.672.620.95
207119.5916.05-3.54
----
1.722.640.92
207219.7016.08-3.62
----
1.772.660.89
207319.7916.10-3.69
----
1.812.680.87
207419.8916.13-3.76
----
1.852.700.85
207519.9716.15-3.82
----
1.892.730.84
207620.0416.18-3.86
----
1.932.750.82
207720.1016.21-3.89
----
1.962.780.82
207820.1416.23-3.91
----
1.992.800.81
207920.1716.26-3.91
----
2.022.820.81
208020.1816.28-3.90
----
2.042.850.81
208120.1816.30-3.88
----
2.062.870.81
208220.1716.33-3.85
----
2.082.890.82
208320.1616.35-3.81
----
2.102.920.82
208420.1416.37-3.77
----
2.112.940.83
208520.1216.39-3.73
----
2.132.970.84
208620.1016.41-3.69
----
2.142.990.85
208720.0816.43-3.65
----
2.153.010.85
208820.0616.45-3.62
----
2.173.030.86
208920.0616.46-3.60
----
2.183.050.86
209020.0716.48-3.58
----
2.203.060.86
209120.0916.50-3.59
----
2.223.080.86
209220.1216.52-3.60
----
2.243.100.86
209320.1616.54-3.63
----
2.263.120.86
209420.2216.56-3.66
----
2.283.140.85
209520.2816.58-3.70
----
2.313.150.85

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 17.99% 15.90% -2.09% 2041 0.93% 2.06% 1.13%

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