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
202314.4112.94-1.47
217
-0.02-0.000.02
202414.6012.98-1.62
201
-0.05-0.000.04
202514.8113.00-1.81
184
-0.07-0.000.07
202615.0213.12-1.89
167
-0.10-0.000.09
202715.2213.15-2.08
150
-0.12-0.000.12
202815.4313.19-2.25
133
-0.15-0.000.15
202915.6513.22-2.43
116
-0.18-0.000.18
203015.8113.24-2.57
99
-0.21-0.010.21
203115.8713.25-2.63
83
-0.31-0.010.30
203215.9313.26-2.67
66
-0.41-0.010.39
203315.9613.26-2.70
50
-0.49-0.020.47
203415.9813.27-2.72
33
-0.57-0.020.55
203515.9913.27-2.72
17
-0.63-0.020.61
203615.9913.27-2.72
0
-0.69-0.030.67
203715.9913.28-2.72
----
-0.75-0.030.72
203815.9913.28-2.71
----
-0.80-0.030.76
203915.9713.28-2.70
----
-0.84-0.040.81
204015.9713.28-2.69
----
-0.88-0.040.84
204115.9513.28-2.67
----
-0.91-0.040.87
204215.9213.28-2.64
----
-0.94-0.040.90
204315.8713.28-2.60
----
-0.97-0.040.93
204415.8313.27-2.55
----
-1.00-0.050.96
204515.7813.27-2.51
----
-1.03-0.050.99
204615.7413.27-2.47
----
-1.06-0.051.01
204715.7013.27-2.43
----
-1.09-0.051.04
204815.6713.27-2.40
----
-1.12-0.051.07
204915.6413.27-2.37
----
-1.15-0.051.09
205015.6113.27-2.35
----
-1.17-0.061.12
205115.5913.27-2.32
----
-1.20-0.061.15
205215.5813.27-2.31
----
-1.23-0.061.17
205315.5813.27-2.31
----
-1.25-0.061.19
205415.5813.27-2.31
----
-1.27-0.061.21
205515.6013.27-2.33
----
-1.29-0.061.23
205615.6213.27-2.35
----
-1.31-0.061.25
205715.6513.28-2.37
----
-1.33-0.071.26
205815.6913.28-2.41
----
-1.34-0.071.27
205915.7413.28-2.45
----
-1.35-0.071.28
206015.7913.29-2.50
----
-1.36-0.071.29
206115.8513.29-2.55
----
-1.36-0.071.29
206215.9013.30-2.61
----
-1.36-0.071.29
206315.9613.30-2.66
----
-1.37-0.071.30
206416.0213.31-2.71
----
-1.37-0.071.30
206516.0813.31-2.77
----
-1.38-0.071.31
206616.1513.32-2.83
----
-1.37-0.071.31
206716.2213.32-2.89
----
-1.38-0.071.31
206816.2813.33-2.95
----
-1.38-0.071.31
206916.3413.33-3.01
----
-1.39-0.071.32
207016.4113.33-3.07
----
-1.40-0.071.33
207116.4613.34-3.13
----
-1.41-0.071.33
207216.5213.34-3.17
----
-1.41-0.071.34
207316.5713.35-3.22
----
-1.41-0.071.34
207416.6213.35-3.27
----
-1.42-0.071.34
207516.6613.35-3.31
----
-1.42-0.071.34
207616.7013.36-3.34
----
-1.42-0.071.34
207716.7313.36-3.37
----
-1.41-0.071.34
207816.7413.36-3.38
----
-1.41-0.071.34
207916.7513.36-3.38
----
-1.40-0.071.33
208016.7413.36-3.38
----
-1.40-0.071.33
208116.7213.36-3.36
----
-1.39-0.071.32
208216.7113.36-3.35
----
-1.39-0.071.31
208316.6913.36-3.33
----
-1.38-0.071.31
208416.6613.36-3.30
----
-1.38-0.071.30
208516.6313.35-3.27
----
-1.37-0.071.30
208616.6013.35-3.25
----
-1.36-0.071.29
208716.5713.35-3.22
----
-1.35-0.071.28
208816.5413.35-3.19
----
-1.35-0.071.28
208916.5213.35-3.18
----
-1.35-0.071.28
209016.5113.35-3.16
----
-1.36-0.071.29
209116.5013.35-3.15
----
-1.37-0.071.30
209216.5013.35-3.15
----
-1.38-0.071.31
209316.5113.35-3.16
----
-1.39-0.071.32
209416.5413.35-3.19
----
-1.40-0.071.33
209516.5713.35-3.21
----
-1.41-0.071.33

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 16.06% 13.80% -2.26% 2036 -1.00% -0.05% 0.95%

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