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
202114.1112.31-1.81
253
0.000.000.00
202214.3012.93-1.38
231
0.000.000.00
202314.4312.91-1.52
214
0.000.000.00
202414.6412.94-1.69
196
0.000.000.00
202514.8612.96-1.90
178
0.000.000.00
202615.1013.08-2.03
159
-0.00-0.000.00
202715.3613.10-2.26
141
-0.00-0.000.00
202815.6213.14-2.48
122
-0.00-0.000.00
202915.8713.17-2.70
104
-0.00-0.000.00
203016.1013.19-2.91
85
-0.01-0.000.01
203116.2713.21-3.07
66
-0.01-0.000.01
203216.4213.22-3.20
47
-0.02-0.000.02
203316.5313.23-3.30
27
-0.03-0.000.03
203416.6213.23-3.38
8
-0.04-0.000.04
203516.6813.24-3.44
----
-0.06-0.000.05
203616.7313.25-3.48
----
-0.08-0.000.07
203716.7613.25-3.51
----
-0.10-0.010.09
203816.7913.26-3.53
----
-0.13-0.010.12
203916.8013.26-3.54
----
-0.15-0.010.15
204016.7913.26-3.53
----
-0.19-0.010.18
204116.8013.26-3.54
----
-0.22-0.010.21
204216.7813.26-3.52
----
-0.26-0.010.24
204316.7513.26-3.49
----
-0.30-0.020.28
204416.7113.26-3.45
----
-0.34-0.020.32
204516.6713.26-3.41
----
-0.38-0.020.36
204616.6313.26-3.37
----
-0.43-0.020.40
204716.6013.26-3.34
----
-0.48-0.030.45
204816.5713.26-3.31
----
-0.53-0.030.50
204916.5413.25-3.28
----
-0.58-0.030.55
205016.5013.25-3.25
----
-0.64-0.040.60
205116.4713.25-3.22
----
-0.69-0.040.65
205216.4413.25-3.19
----
-0.75-0.040.71
205316.4113.25-3.16
----
-0.81-0.050.76
205416.3913.25-3.13
----
-0.87-0.050.82
205516.3713.25-3.11
----
-0.93-0.050.87
205616.3513.25-3.10
----
-0.99-0.060.93
205716.3313.25-3.08
----
-1.05-0.060.99
205816.3213.25-3.07
----
-1.11-0.071.05
205916.3213.25-3.06
----
-1.17-0.071.11
206016.3113.26-3.05
----
-1.24-0.071.16
206116.3013.26-3.05
----
-1.30-0.081.22
206216.2913.26-3.04
----
-1.36-0.081.28
206316.2813.26-3.03
----
-1.42-0.081.34
206416.2713.26-3.02
----
-1.48-0.091.39
206516.2713.26-3.01
----
-1.54-0.091.45
206616.2613.26-3.00
----
-1.60-0.091.50
206716.2513.26-2.99
----
-1.65-0.101.56
206816.2413.26-2.98
----
-1.71-0.101.61
206916.2413.26-2.98
----
-1.77-0.101.66
207016.2413.26-2.98
----
-1.83-0.111.72
207116.2413.26-2.98
----
-1.88-0.111.77
207216.2413.26-2.98
----
-1.93-0.121.82
207316.2413.26-2.98
----
-1.99-0.121.87
207416.2413.26-2.97
----
-2.04-0.121.91
207516.2313.26-2.97
----
-2.08-0.121.96
207616.2213.27-2.96
----
-2.13-0.132.00
207716.2013.27-2.94
----
-2.17-0.132.04
207816.1813.26-2.91
----
-2.20-0.132.07
207916.1413.26-2.88
----
-2.23-0.132.10
208016.1013.26-2.84
----
-2.26-0.132.12
208116.0513.26-2.79
----
-2.28-0.142.14
208215.9913.26-2.74
----
-2.30-0.142.16
208315.9313.25-2.68
----
-2.32-0.142.18
208415.8713.25-2.62
----
-2.33-0.142.19
208515.8013.24-2.55
----
-2.34-0.142.20
208615.7313.24-2.49
----
-2.35-0.142.21
208715.6613.24-2.42
----
-2.35-0.142.21
208815.5813.23-2.35
----
-2.35-0.142.21
208915.5213.23-2.29
----
-2.36-0.142.21
209015.4613.22-2.23
----
-2.36-0.142.21
209115.4113.22-2.19
----
-2.36-0.142.22
209215.3713.22-2.16
----
-2.36-0.142.22
209315.3513.22-2.13
----
-2.36-0.142.22
209415.3413.22-2.12
----
-2.37-0.142.22
209515.3313.22-2.11
----
-2.37-0.142.23
209615.3313.22-2.11
----
-2.37-0.142.23

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
2021-2095 16.27% 13.72% -2.55% 2034 -1.05% -0.06% 0.98%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2021 Trustees Report.