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
202214.3015.321.02
231
0.002.392.39
202314.4315.350.92
230
-0.002.432.44
202414.6415.340.70
227
-0.002.392.39
202514.8615.340.48
224
0.002.382.38
202615.1115.450.34
219
0.002.372.37
202715.3715.450.09
214
0.002.352.35
202815.6315.48-0.15
207
0.012.342.34
202915.8815.50-0.37
200
0.012.332.33
203016.1115.51-0.60
193
0.002.322.31
203116.2915.53-0.76
186
0.002.322.32
203216.4315.54-0.89
179
-0.002.322.32
203316.5515.55-1.00
172
-0.012.322.33
203416.6515.56-1.09
164
-0.012.322.33
203516.7315.57-1.16
158
-0.012.332.34
203616.7915.58-1.21
152
-0.012.332.34
203716.8515.59-1.26
146
-0.012.332.34
203816.9015.59-1.31
140
-0.022.332.35
203916.9315.60-1.34
133
-0.022.332.35
204016.9615.60-1.36
126
-0.022.332.35
204117.0015.61-1.39
120
-0.022.332.35
204217.0215.61-1.41
113
-0.022.342.36
204317.0215.61-1.40
106
-0.022.342.36
204417.0215.62-1.40
99
-0.022.342.36
204517.0215.62-1.40
91
-0.032.342.37
204617.0315.62-1.41
84
-0.032.342.37
204717.0515.63-1.42
77
-0.032.342.37
204817.0715.63-1.44
69
-0.032.342.37
204917.0915.63-1.45
62
-0.032.352.38
205017.1115.64-1.47
54
-0.032.352.38
205117.1315.64-1.49
46
-0.032.352.38
205217.1615.64-1.51
38
-0.032.352.38
205317.1915.65-1.54
29
-0.032.352.38
205417.2215.65-1.57
21
-0.032.352.38
205517.2615.66-1.60
12
-0.032.352.38
205617.3115.66-1.64
3
-0.032.352.38
205717.3615.67-1.69
----
-0.032.362.38
205817.4115.68-1.73
----
-0.032.362.38
205917.4715.68-1.78
----
-0.032.362.38
206017.5215.69-1.84
----
-0.022.362.38
206117.5815.69-1.89
----
-0.022.362.38
206217.6315.70-1.93
----
-0.022.362.38
206317.6915.70-1.98
----
-0.022.362.38
206417.7415.71-2.03
----
-0.012.372.38
206517.7915.72-2.08
----
-0.012.372.38
206617.8415.72-2.12
----
-0.012.372.38
206717.9015.73-2.17
----
-0.012.372.38
206817.9515.73-2.22
----
-0.012.372.38
206918.0115.74-2.27
----
-0.002.372.37
207018.0715.74-2.32
----
-0.002.372.37
207118.1215.75-2.38
----
0.002.372.37
207218.1815.75-2.42
----
0.002.382.37
207318.2315.76-2.47
----
0.002.382.37
207418.2815.76-2.52
----
0.012.382.37
207518.3215.77-2.56
----
0.012.382.37
207618.3615.77-2.59
----
0.012.382.37
207718.3815.78-2.60
----
0.012.382.37
207818.3915.78-2.61
----
0.012.382.37
207918.3815.78-2.60
----
0.012.382.37
208018.3715.78-2.59
----
0.022.392.37
208118.3415.78-2.56
----
0.022.392.37
208218.3115.78-2.53
----
0.022.392.37
208318.2715.78-2.49
----
0.022.392.37
208418.2215.78-2.44
----
0.022.392.37
208518.1615.78-2.38
----
0.022.392.37
208618.1015.77-2.32
----
0.022.392.37
208718.0315.77-2.26
----
0.022.392.37
208817.9615.77-2.19
----
0.022.402.37
208917.8915.76-2.13
----
0.022.402.37
209017.8415.76-2.07
----
0.022.402.38
209117.7915.76-2.03
----
0.022.402.38
209217.7615.76-2.00
----
0.022.402.38
209317.7415.76-1.98
----
0.022.402.38
209417.7315.76-1.97
----
0.022.402.38
209517.7315.76-1.96
----
0.022.402.38
209617.7315.76-1.97
----
0.032.402.38

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 17.31% 16.11% -1.20% 2056 -0.01% 2.33% 2.34%

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