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
-0.010.000.01
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
203316.3713.28-3.09
41
-0.08-0.000.08
203416.4513.28-3.17
23
-0.10-0.000.10
203516.5113.29-3.22
4
-0.12-0.000.11
203616.5513.29-3.26
----
-0.13-0.000.13
203716.5813.30-3.28
----
-0.15-0.000.15
203816.6113.30-3.31
----
-0.17-0.010.17
203916.6213.31-3.31
----
-0.20-0.010.19
204016.6313.31-3.33
----
-0.21-0.010.20
204116.6313.31-3.32
----
-0.23-0.010.22
204216.6113.31-3.30
----
-0.25-0.010.24
204316.5813.31-3.27
----
-0.27-0.010.26
204416.5413.31-3.23
----
-0.30-0.010.28
204516.5013.31-3.19
----
-0.32-0.010.31
204616.4613.30-3.15
----
-0.34-0.010.33
204716.4213.30-3.12
----
-0.37-0.020.36
204816.3913.30-3.09
----
-0.40-0.020.38
204916.3613.30-3.05
----
-0.43-0.020.41
205016.3313.30-3.03
----
-0.46-0.020.44
205116.3013.30-3.00
----
-0.49-0.020.47
205216.2913.30-2.98
----
-0.52-0.020.50
205316.2813.30-2.97
----
-0.55-0.020.53
205416.2713.31-2.97
----
-0.59-0.030.56
205516.2813.31-2.97
----
-0.62-0.030.59
205616.2813.31-2.97
----
-0.65-0.030.62
205716.3013.31-2.99
----
-0.68-0.030.65
205816.3213.31-3.00
----
-0.71-0.030.68
205916.3413.32-3.03
----
-0.74-0.030.71
206016.3713.32-3.05
----
-0.77-0.040.73
206116.4113.32-3.08
----
-0.80-0.040.76
206216.4413.33-3.11
----
-0.83-0.040.79
206316.4713.33-3.14
----
-0.86-0.040.82
206416.5013.33-3.17
----
-0.89-0.040.84
206516.5413.34-3.20
----
-0.92-0.040.87
206616.5813.34-3.24
----
-0.94-0.050.90
206716.6213.34-3.28
----
-0.97-0.050.92
206816.6613.35-3.32
----
-1.00-0.050.95
206916.7013.35-3.35
----
-1.03-0.050.98
207016.7413.35-3.39
----
-1.07-0.051.01
207116.7713.36-3.41
----
-1.11-0.051.05
207216.7913.36-3.43
----
-1.14-0.061.08
207316.8113.36-3.45
----
-1.17-0.061.11
207416.8413.36-3.48
----
-1.19-0.061.14
207516.8613.37-3.50
----
-1.22-0.061.16
207616.8813.37-3.51
----
-1.23-0.061.17
207716.8913.37-3.52
----
-1.25-0.061.19
207816.8913.37-3.52
----
-1.26-0.061.20
207916.8813.37-3.51
----
-1.27-0.061.21
208016.8613.37-3.49
----
-1.28-0.061.21
208116.8313.37-3.47
----
-1.28-0.071.22
208216.8013.37-3.44
----
-1.29-0.071.22
208316.7713.36-3.41
----
-1.29-0.071.23
208416.7313.36-3.37
----
-1.30-0.071.23
208516.6913.36-3.34
----
-1.30-0.071.23
208616.6513.36-3.29
----
-1.31-0.071.24
208716.6113.35-3.26
----
-1.31-0.071.24
208816.5913.35-3.23
----
-1.31-0.071.24
208916.5613.35-3.21
----
-1.32-0.071.25
209016.5413.35-3.19
----
-1.33-0.071.26
209116.5213.35-3.18
----
-1.34-0.071.28
209216.5213.35-3.17
----
-1.36-0.071.29
209316.5313.35-3.18
----
-1.37-0.071.30
209416.5513.35-3.20
----
-1.38-0.071.31
209516.5813.35-3.23
----
-1.39-0.071.32

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 16.44% 13.82% -2.62% 2035 -0.62% -0.03% 0.59%

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