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
202314.4313.15-1.28
214
0.000.230.23
202414.6413.38-1.25
197
-0.000.440.44
202514.8613.58-1.27
182
-0.000.620.62
202615.1013.86-1.24
168
-0.000.780.78
202715.3614.02-1.34
154
-0.000.920.92
202815.6214.18-1.44
141
-0.001.041.05
202915.8714.21-1.66
128
-0.001.041.04
203016.1014.22-1.89
115
-0.011.021.03
203116.2814.23-2.05
101
-0.011.021.03
203216.4214.24-2.18
88
-0.011.021.04
203316.5414.25-2.29
74
-0.021.021.04
203416.6414.26-2.38
60
-0.021.021.04
203516.7114.27-2.44
46
-0.021.021.05
203616.7714.28-2.50
32
-0.031.031.05
203716.8314.28-2.55
17
-0.031.031.06
203816.8814.29-2.59
3
-0.041.031.06
203916.9114.29-2.62
----
-0.041.031.07
204016.9314.30-2.64
----
-0.041.031.07
204116.9714.30-2.67
----
-0.051.031.08
204216.9914.31-2.68
----
-0.051.031.08
204316.9914.31-2.68
----
-0.051.031.08
204416.9914.31-2.68
----
-0.061.031.09
204516.9914.31-2.68
----
-0.061.031.09
204617.0014.32-2.68
----
-0.061.031.09
204717.0214.32-2.70
----
-0.061.031.10
204817.0414.32-2.71
----
-0.061.041.10
204917.0514.32-2.73
----
-0.061.041.10
205017.0714.33-2.75
----
-0.071.041.10
205117.0914.33-2.76
----
-0.071.041.10
205217.1214.33-2.79
----
-0.071.041.10
205317.1514.34-2.82
----
-0.071.041.10
205417.1914.34-2.85
----
-0.071.041.11
205517.2314.35-2.88
----
-0.071.041.11
205617.2714.35-2.92
----
-0.071.041.11
205717.3214.35-2.96
----
-0.071.041.11
205817.3714.36-3.01
----
-0.061.041.11
205917.4314.37-3.06
----
-0.061.041.11
206017.4914.37-3.11
----
-0.061.041.10
206117.5414.38-3.16
----
-0.061.041.10
206217.5914.38-3.21
----
-0.061.041.10
206317.6514.39-3.26
----
-0.061.051.10
206417.7014.39-3.31
----
-0.051.051.10
206517.7514.40-3.35
----
-0.051.051.10
206617.8014.40-3.40
----
-0.051.051.10
206717.8614.41-3.45
----
-0.051.051.10
206817.9114.41-3.50
----
-0.051.051.10
206917.9714.42-3.55
----
-0.041.051.10
207018.0214.42-3.60
----
-0.041.051.09
207118.0814.43-3.66
----
-0.041.051.09
207218.1314.43-3.70
----
-0.041.051.09
207318.1914.44-3.75
----
-0.041.051.09
207418.2414.44-3.80
----
-0.041.051.09
207518.2814.44-3.84
----
-0.041.061.09
207618.3114.45-3.87
----
-0.031.061.09
207718.3414.45-3.89
----
-0.031.061.09
207818.3414.45-3.89
----
-0.031.061.09
207918.3414.45-3.89
----
-0.031.061.09
208018.3214.45-3.87
----
-0.031.061.09
208118.3014.45-3.84
----
-0.031.061.09
208218.2714.45-3.81
----
-0.031.061.09
208318.2214.45-3.77
----
-0.031.061.09
208418.1714.45-3.72
----
-0.031.061.09
208518.1114.45-3.67
----
-0.031.061.09
208618.0514.44-3.61
----
-0.031.061.09
208717.9814.44-3.54
----
-0.021.061.09
208817.9114.44-3.48
----
-0.021.061.09
208917.8514.43-3.41
----
-0.021.071.09
209017.7914.43-3.36
----
-0.021.071.09
209117.7414.43-3.32
----
-0.021.071.09
209217.7114.43-3.28
----
-0.021.071.09
209317.6914.43-3.27
----
-0.021.071.09
209417.6814.43-3.26
----
-0.021.071.09
209517.6814.43-3.25
----
-0.021.071.09
209617.6814.43-3.26
----
-0.021.071.09

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 17.28% 14.76% -2.52% 2038 -0.04% 0.98% 1.02%

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