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
202214.2512.74-1.51
233
0.00-0.19-0.19
202314.4412.76-1.67
215
0.00-0.18-0.18
202414.6512.80-1.85
198
0.00-0.18-0.18
202514.8812.82-2.06
179
0.00-0.18-0.18
202615.1112.90-2.21
161
0.00-0.22-0.22
202715.3512.93-2.42
142
0.00-0.22-0.22
202815.5812.98-2.61
123
0.00-0.21-0.21
202915.8313.02-2.82
104
0.00-0.21-0.21
203016.0213.04-2.98
85
0.00-0.20-0.20
203116.1913.06-3.13
65
0.00-0.20-0.20
203216.3313.08-3.26
46
0.00-0.19-0.19
203316.4513.09-3.36
26
0.00-0.19-0.19
203416.5513.11-3.45
7
0.00-0.18-0.18
203516.6313.12-3.51
----
0.00-0.17-0.18
203616.6913.13-3.56
----
0.00-0.17-0.17
203716.7413.14-3.60
----
0.00-0.16-0.16
203816.7913.15-3.63
----
0.00-0.16-0.16
203916.8213.16-3.65
----
0.00-0.15-0.15
204016.8513.17-3.68
----
0.00-0.14-0.15
204116.8613.18-3.68
----
0.00-0.14-0.14
204216.8613.19-3.67
----
0.00-0.13-0.13
204316.8513.19-3.66
----
0.00-0.13-0.13
204416.8313.20-3.64
----
0.00-0.12-0.12
204516.8213.20-3.61
----
0.00-0.12-0.12
204616.8013.21-3.59
----
0.00-0.11-0.11
204716.7913.21-3.58
----
0.00-0.11-0.11
204816.7913.22-3.57
----
0.00-0.10-0.10
204916.7813.23-3.56
----
0.00-0.10-0.10
205016.7913.23-3.56
----
0.00-0.09-0.09
205116.7913.24-3.56
----
0.00-0.09-0.09
205216.8113.24-3.56
----
0.00-0.08-0.08
205316.8313.25-3.58
----
0.00-0.08-0.08
205416.8613.26-3.60
----
0.00-0.07-0.07
205516.8913.27-3.63
----
0.00-0.07-0.07
205616.9313.27-3.66
----
0.00-0.07-0.07
205716.9813.28-3.70
----
0.00-0.06-0.06
205817.0313.29-3.74
----
0.00-0.06-0.06
205917.0813.30-3.79
----
0.00-0.06-0.06
206017.1413.30-3.84
----
0.00-0.05-0.05
206117.2013.31-3.89
----
0.00-0.05-0.05
206217.2713.32-3.95
----
0.00-0.05-0.05
206317.3313.33-4.00
----
0.00-0.05-0.05
206417.3913.33-4.06
----
0.00-0.04-0.04
206517.4613.34-4.12
----
0.00-0.04-0.04
206617.5213.35-4.18
----
0.00-0.04-0.04
206717.5913.35-4.24
----
0.00-0.04-0.04
206817.6613.36-4.30
----
0.00-0.03-0.03
206917.7313.37-4.37
----
0.00-0.03-0.03
207017.8013.37-4.43
----
0.00-0.03-0.03
207117.8713.38-4.49
----
0.00-0.03-0.03
207217.9313.39-4.54
----
0.00-0.03-0.03
207317.9813.39-4.59
----
0.00-0.03-0.03
207418.0413.40-4.64
----
0.00-0.02-0.02
207518.0813.40-4.68
----
0.00-0.02-0.02
207618.1113.41-4.71
----
0.00-0.02-0.02
207718.1413.41-4.73
----
0.00-0.02-0.02
207818.1513.41-4.74
----
0.00-0.02-0.02
207918.1513.42-4.74
----
0.00-0.02-0.02
208018.1413.42-4.72
----
0.00-0.02-0.02
208118.1213.42-4.70
----
0.00-0.02-0.02
208218.0913.42-4.68
----
0.00-0.02-0.02
208318.0713.42-4.65
----
0.00-0.02-0.02
208418.0313.41-4.62
----
0.00-0.01-0.01
208518.0013.41-4.58
----
0.00-0.01-0.01
208617.9613.41-4.55
----
0.00-0.01-0.01
208717.9213.41-4.51
----
0.00-0.01-0.01
208817.9013.41-4.49
----
0.00-0.01-0.01
208917.8813.41-4.47
----
0.00-0.01-0.01
209017.8713.41-4.46
----
0.00-0.01-0.01
209117.8713.41-4.46
----
0.00-0.01-0.01
209217.8813.41-4.47
----
0.00-0.01-0.01
209317.9013.41-4.49
----
0.00-0.01-0.01
209417.9413.41-4.52
----
0.00-0.01-0.01
209517.9713.42-4.56
----
0.00-0.01-0.01

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 17.06% 13.76% -3.30% 2034 0.00% -0.09% -0.09%

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