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
202514.8212.96-1.86
178
-0.03-0.000.03
202615.0413.07-1.96
160
-0.07-0.000.07
202715.2613.09-2.16
143
-0.11-0.010.10
202815.4813.13-2.35
125
-0.14-0.010.13
202915.6913.16-2.53
107
-0.18-0.010.17
203015.8913.18-2.71
89
-0.22-0.010.20
203116.0313.19-2.84
71
-0.25-0.010.24
203216.1513.20-2.95
53
-0.29-0.020.27
203316.2413.21-3.03
35
-0.32-0.020.30
203416.3113.22-3.09
16
-0.35-0.020.33
203516.3613.22-3.14
----
-0.38-0.020.35
203616.4013.23-3.17
----
-0.40-0.020.38
203716.4413.23-3.20
----
-0.43-0.020.40
203816.4613.24-3.23
----
-0.45-0.030.42
203916.4813.24-3.24
----
-0.47-0.030.44
204016.4913.24-3.25
----
-0.49-0.030.46
204116.5113.24-3.27
----
-0.51-0.030.48
204216.5113.25-3.27
----
-0.52-0.030.49
204316.5013.25-3.26
----
-0.54-0.030.51
204416.4913.25-3.25
----
-0.55-0.030.52
204516.4913.25-3.24
----
-0.56-0.030.53
204616.4913.25-3.24
----
-0.57-0.030.54
204716.5013.25-3.25
----
-0.58-0.030.55
204816.5113.25-3.26
----
-0.59-0.030.55
204916.5313.25-3.27
----
-0.59-0.030.56
205016.5413.26-3.29
----
-0.60-0.030.56
205116.5613.26-3.30
----
-0.60-0.030.56
205216.5913.26-3.32
----
-0.60-0.040.57
205316.6113.26-3.35
----
-0.60-0.040.57
205416.6513.27-3.38
----
-0.61-0.040.57
205516.6813.27-3.41
----
-0.61-0.040.57
205616.7313.27-3.45
----
-0.61-0.040.57
205716.7713.28-3.50
----
-0.61-0.040.57
205816.8213.28-3.54
----
-0.61-0.040.58
205916.8813.29-3.59
----
-0.61-0.040.58
206016.9313.29-3.64
----
-0.62-0.040.58
206116.9813.30-3.69
----
-0.62-0.040.58
206217.0313.30-3.73
----
-0.62-0.040.58
206317.0813.30-3.77
----
-0.62-0.040.59
206417.1213.31-3.82
----
-0.63-0.040.59
206517.1713.31-3.86
----
-0.63-0.040.59
206617.2213.32-3.90
----
-0.63-0.040.60
206717.2713.32-3.95
----
-0.64-0.040.60
206817.3213.32-3.99
----
-0.64-0.040.60
206917.3713.33-4.04
----
-0.64-0.040.61
207017.4213.33-4.09
----
-0.65-0.040.61
207117.4713.33-4.14
----
-0.65-0.040.61
207217.5213.34-4.18
----
-0.65-0.040.62
207317.5713.34-4.23
----
-0.66-0.040.62
207417.6113.35-4.27
----
-0.66-0.040.62
207517.6513.35-4.30
----
-0.66-0.040.62
207617.6813.35-4.33
----
-0.67-0.040.63
207717.7013.35-4.35
----
-0.67-0.040.63
207817.7013.36-4.35
----
-0.67-0.040.63
207917.7013.36-4.34
----
-0.67-0.040.63
208017.6813.35-4.32
----
-0.68-0.040.63
208117.6513.35-4.30
----
-0.68-0.040.64
208217.6213.35-4.27
----
-0.68-0.040.64
208317.5713.35-4.22
----
-0.68-0.040.64
208417.5213.35-4.17
----
-0.68-0.040.64
208517.4613.34-4.12
----
-0.68-0.040.64
208617.4013.34-4.06
----
-0.68-0.040.63
208717.3313.34-4.00
----
-0.67-0.040.63
208817.2613.33-3.93
----
-0.67-0.040.63
208917.2013.33-3.87
----
-0.67-0.040.63
209017.1413.32-3.82
----
-0.67-0.040.63
209117.1013.32-3.78
----
-0.67-0.040.63
209217.0713.32-3.75
----
-0.66-0.040.63
209317.0513.32-3.73
----
-0.66-0.040.62
209417.0413.32-3.72
----
-0.66-0.040.62
209517.0413.32-3.72
----
-0.66-0.040.62
209617.0513.32-3.73
----
-0.66-0.040.62

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 16.80% 13.75% -3.06% 2034 -0.51% -0.03% 0.48%

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