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
202013.9213.00-0.92
261
0.000.000.00
202114.0512.90-1.15
248
0.000.000.00
202214.2512.93-1.32
233
0.000.000.00
202314.4312.94-1.49
217
-0.000.000.00
202414.6412.98-1.66
200
-0.01-0.000.01
202514.8613.00-1.87
183
-0.01-0.000.01
202615.0913.12-1.97
166
-0.02-0.000.02
202715.3213.15-2.17
148
-0.03-0.000.03
202815.5513.19-2.36
131
-0.03-0.000.03
202915.8013.23-2.57
113
-0.04-0.000.04
203015.9813.24-2.74
95
-0.04-0.000.04
203116.1413.25-2.88
77
-0.05-0.000.05
203216.2713.27-3.00
59
-0.07-0.000.07
203316.3713.28-3.10
41
-0.08-0.000.08
203416.4513.28-3.17
23
-0.10-0.000.09
203516.5113.29-3.22
4
-0.11-0.000.11
203616.5613.29-3.26
----
-0.13-0.000.13
203716.5913.30-3.29
----
-0.15-0.000.14
203816.6213.30-3.31
----
-0.17-0.010.16
203916.6313.31-3.32
----
-0.19-0.010.18
204016.6413.31-3.33
----
-0.21-0.010.20
204116.6413.31-3.33
----
-0.22-0.010.21
204216.6213.31-3.31
----
-0.24-0.010.23
204316.5913.31-3.28
----
-0.26-0.010.25
204416.5513.31-3.24
----
-0.29-0.010.28
204516.5013.31-3.20
----
-0.31-0.010.30
204616.4613.30-3.15
----
-0.34-0.010.33
204716.4213.30-3.12
----
-0.37-0.020.35
204816.3913.30-3.09
----
-0.40-0.020.38
204916.3613.30-3.06
----
-0.42-0.020.40
205016.3413.30-3.04
----
-0.45-0.020.43
205116.3213.30-3.02
----
-0.47-0.020.45
205216.3213.30-3.01
----
-0.49-0.020.47
205316.3213.30-3.01
----
-0.51-0.020.49
205416.3213.31-3.02
----
-0.53-0.030.51
205516.3413.31-3.03
----
-0.55-0.030.53
205616.3613.31-3.05
----
-0.57-0.030.54
205716.3913.31-3.07
----
-0.59-0.030.56
205816.4313.32-3.11
----
-0.60-0.030.57
205916.4713.32-3.15
----
-0.62-0.030.59
206016.5113.33-3.19
----
-0.63-0.030.60
206116.5713.33-3.24
----
-0.64-0.030.61
206216.6213.33-3.28
----
-0.65-0.030.62
206316.6713.34-3.33
----
-0.66-0.030.62
206416.7313.34-3.38
----
-0.67-0.030.63
206516.7813.35-3.44
----
-0.68-0.030.64
206616.8413.35-3.49
----
-0.68-0.030.65
206716.9013.36-3.55
----
-0.69-0.040.65
206816.9713.36-3.61
----
-0.70-0.040.66
206917.0313.36-3.66
----
-0.71-0.040.67
207017.0913.37-3.72
----
-0.71-0.040.68
207117.1513.37-3.78
----
-0.72-0.040.68
207217.2013.38-3.83
----
-0.73-0.040.69
207317.2513.38-3.87
----
-0.73-0.040.69
207417.3013.39-3.92
----
-0.73-0.040.70
207517.3413.39-3.96
----
-0.73-0.040.70
207617.3813.39-3.99
----
-0.74-0.040.70
207717.4013.39-4.01
----
-0.74-0.040.70
207817.4213.40-4.02
----
-0.73-0.040.70
207917.4213.40-4.02
----
-0.73-0.040.69
208017.4113.39-4.01
----
-0.73-0.040.69
208117.3913.39-3.99
----
-0.73-0.040.69
208217.3713.39-3.97
----
-0.73-0.040.69
208317.3413.39-3.95
----
-0.73-0.040.69
208417.3113.39-3.92
----
-0.72-0.040.68
208517.2713.39-3.89
----
-0.72-0.040.68
208617.2413.39-3.86
----
-0.72-0.040.68
208717.2113.38-3.83
----
-0.71-0.040.68
208817.1813.38-3.80
----
-0.71-0.040.68
208917.1613.38-3.78
----
-0.71-0.040.67
209017.1513.38-3.77
----
-0.72-0.040.68
209117.1513.38-3.77
----
-0.72-0.040.68
209217.1513.38-3.77
----
-0.73-0.040.69
209317.1713.38-3.79
----
-0.73-0.040.69
209417.2013.38-3.82
----
-0.73-0.040.69
209517.2413.39-3.85
----
-0.74-0.040.70

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
2020-2094 16.63% 13.83% -2.80% 2035 -0.43% -0.02% 0.41%

1 Under current law, the year of Trust Fund reserve depletion is 2035.
Based on Intermediate Assumptions of the 2020 Trustees Report.