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
202314.4212.91-1.50
214
-0.010.000.01
202414.6112.94-1.66
196
-0.030.000.03
202514.8112.96-1.85
179
-0.050.000.05
202615.0413.08-1.96
161
-0.06-0.000.06
202715.2813.10-2.18
143
-0.08-0.000.08
202815.5213.14-2.39
125
-0.10-0.000.10
202915.7513.17-2.58
107
-0.12-0.000.12
203015.9713.19-2.78
88
-0.14-0.000.14
203116.0913.20-2.89
70
-0.20-0.000.19
203216.1813.21-2.97
52
-0.26-0.010.25
203316.2413.22-3.02
34
-0.32-0.010.31
203416.2813.23-3.05
15
-0.38-0.010.37
203516.2913.23-3.06
----
-0.45-0.010.43
203616.2813.23-3.05
----
-0.52-0.020.50
203716.2813.24-3.04
----
-0.58-0.020.56
203816.2613.24-3.03
----
-0.65-0.020.63
203916.2413.24-3.00
----
-0.71-0.030.69
204016.2113.24-2.97
----
-0.77-0.030.74
204116.1913.24-2.95
----
-0.83-0.030.80
204216.1513.24-2.91
----
-0.89-0.040.85
204316.1013.24-2.86
----
-0.94-0.040.90
204416.0513.24-2.81
----
-1.00-0.040.96
204516.0013.24-2.76
----
-1.05-0.041.01
204615.9513.23-2.72
----
-1.11-0.051.06
204715.9213.23-2.68
----
-1.16-0.051.11
204815.8913.23-2.65
----
-1.21-0.051.16
204915.8513.23-2.62
----
-1.26-0.051.21
205015.8213.23-2.59
----
-1.32-0.061.26
205115.8013.23-2.56
----
-1.37-0.061.30
205215.7713.23-2.54
----
-1.41-0.061.35
205315.7613.23-2.52
----
-1.46-0.071.40
205415.7413.23-2.51
----
-1.51-0.071.44
205515.7313.24-2.50
----
-1.56-0.071.49
205615.7313.24-2.49
----
-1.61-0.071.54
205715.7313.24-2.49
----
-1.66-0.081.58
205815.7413.24-2.50
----
-1.70-0.081.62
205915.7613.24-2.51
----
-1.73-0.081.65
206015.7813.25-2.53
----
-1.77-0.081.68
206115.8013.25-2.56
----
-1.80-0.081.71
206215.8313.25-2.58
----
-1.82-0.091.74
206315.8613.25-2.60
----
-1.85-0.091.76
206415.8813.26-2.63
----
-1.87-0.091.78
206515.9213.26-2.65
----
-1.89-0.091.80
206615.9613.26-2.69
----
-1.90-0.091.81
206715.9913.27-2.73
----
-1.91-0.091.82
206816.0313.27-2.76
----
-1.93-0.091.84
206916.0613.27-2.79
----
-1.95-0.091.86
207016.0913.28-2.81
----
-1.98-0.091.88
207116.1113.28-2.83
----
-2.01-0.091.92
207216.1313.28-2.85
----
-2.04-0.101.95
207316.1613.28-2.87
----
-2.07-0.101.97
207416.1813.29-2.89
----
-2.09-0.102.00
207516.2013.29-2.91
----
-2.11-0.102.01
207616.2213.29-2.93
----
-2.13-0.102.03
207716.2213.29-2.93
----
-2.15-0.102.04
207816.2213.29-2.92
----
-2.16-0.102.06
207916.2013.29-2.91
----
-2.17-0.102.07
208016.1713.29-2.88
----
-2.18-0.102.08
208116.1313.29-2.84
----
-2.20-0.112.09
208216.0913.29-2.80
----
-2.21-0.112.10
208316.0313.28-2.75
----
-2.22-0.112.11
208415.9713.28-2.69
----
-2.22-0.112.12
208515.9113.28-2.64
----
-2.23-0.112.12
208615.8313.27-2.56
----
-2.24-0.112.14
208715.7513.27-2.48
----
-2.26-0.112.15
208815.6713.26-2.41
----
-2.27-0.112.16
208915.6013.26-2.34
----
-2.27-0.112.16
209015.5413.25-2.28
----
-2.28-0.112.17
209115.4613.25-2.21
----
-2.30-0.112.19
209215.4013.25-2.15
----
-2.34-0.112.23
209315.3413.25-2.09
----
-2.38-0.112.26
209415.2813.24-2.04
----
-2.42-0.112.31
209515.2313.24-1.99
----
-2.47-0.122.35
209615.1613.24-1.92
----
-2.54-0.122.42

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 15.98% 13.72% -2.26% 2034 -1.34% -0.06% 1.28%

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