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
203116.1313.25-2.88
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
204116.6313.31-3.32
----
-0.22-0.010.22
204216.6213.31-3.31
----
-0.24-0.010.23
204316.5813.31-3.28
----
-0.27-0.010.25
204416.5413.31-3.24
----
-0.29-0.010.28
204516.5013.31-3.20
----
-0.31-0.010.30
204616.4613.30-3.16
----
-0.34-0.010.32
204716.4313.30-3.12
----
-0.36-0.020.35
204816.4013.30-3.09
----
-0.39-0.020.37
204916.3713.30-3.06
----
-0.42-0.020.40
205016.3413.30-3.04
----
-0.45-0.020.43
205116.3113.30-3.01
----
-0.48-0.020.46
205216.2913.30-2.99
----
-0.51-0.020.49
205316.2913.30-2.98
----
-0.55-0.030.52
205416.2813.30-2.98
----
-0.58-0.030.55
205516.2813.31-2.98
----
-0.61-0.030.58
205616.2913.31-2.98
----
-0.64-0.030.61
205716.3113.31-3.00
----
-0.67-0.030.64
205816.3313.31-3.01
----
-0.70-0.030.67
205916.3513.32-3.04
----
-0.73-0.040.70
206016.3813.32-3.06
----
-0.76-0.040.72
206116.4113.32-3.09
----
-0.79-0.040.75
206216.4513.33-3.12
----
-0.82-0.040.78
206316.4813.33-3.15
----
-0.85-0.040.81
206416.5113.33-3.18
----
-0.88-0.040.84
206516.5513.34-3.21
----
-0.91-0.040.86
206616.5913.34-3.25
----
-0.94-0.050.89
206716.6313.34-3.29
----
-0.97-0.050.92
206816.6713.35-3.32
----
-1.00-0.050.95
206916.7113.35-3.36
----
-1.03-0.050.98
207016.7413.35-3.39
----
-1.06-0.051.01
207116.7713.36-3.42
----
-1.10-0.061.04
207216.8013.36-3.44
----
-1.13-0.061.07
207316.8213.36-3.46
----
-1.16-0.061.10
207416.8413.36-3.48
----
-1.19-0.061.13
207516.8613.36-3.49
----
-1.22-0.061.16
207616.8613.37-3.50
----
-1.25-0.061.19
207716.8613.37-3.49
----
-1.28-0.061.21
207816.8513.37-3.48
----
-1.30-0.071.24
207916.8213.37-3.46
----
-1.33-0.071.26
208016.7913.36-3.42
----
-1.35-0.071.28
208116.7513.36-3.39
----
-1.37-0.071.30
208216.7113.36-3.35
----
-1.39-0.071.32
208316.6613.36-3.30
----
-1.41-0.071.33
208416.6113.35-3.25
----
-1.43-0.071.35
208516.5513.35-3.20
----
-1.45-0.081.37
208616.5013.35-3.16
----
-1.46-0.081.38
208716.4513.34-3.11
----
-1.47-0.081.40
208816.3913.34-3.05
----
-1.50-0.081.42
208916.3413.34-3.00
----
-1.54-0.081.46
209016.2913.34-2.95
----
-1.58-0.081.49
209116.2413.33-2.90
----
-1.63-0.081.55
209216.2013.33-2.87
----
-1.68-0.091.60
209316.1813.33-2.85
----
-1.73-0.091.64
209416.1713.33-2.84
----
-1.76-0.091.67
209516.1813.33-2.85
----
-1.79-0.091.70

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 16.40% 13.82% -2.59% 2035 -0.66% -0.03% 0.62%

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