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
202214.2512.61-1.64
233
0.00-0.32-0.32
202314.4412.63-1.81
215
0.00-0.32-0.32
202414.6512.66-1.98
196
0.00-0.31-0.32
202514.8812.69-2.19
177
0.00-0.31-0.31
202615.1112.76-2.36
157
0.00-0.37-0.37
202715.3512.79-2.56
138
0.00-0.36-0.36
202815.5912.84-2.75
118
0.00-0.35-0.35
202915.8312.89-2.95
98
0.00-0.34-0.34
203016.0212.91-3.11
78
0.00-0.33-0.33
203116.1912.94-3.25
58
0.00-0.32-0.32
203216.3312.96-3.38
38
0.00-0.31-0.31
203316.4512.98-3.48
18
0.00-0.30-0.30
203416.5513.00-3.55
----
0.00-0.29-0.29
203516.6313.02-3.61
----
0.00-0.28-0.28
203616.6913.03-3.66
----
0.00-0.27-0.27
203716.7413.05-3.69
----
0.00-0.26-0.26
203816.7913.06-3.72
----
0.00-0.25-0.25
203916.8213.08-3.74
----
0.00-0.24-0.24
204016.8513.09-3.76
----
0.00-0.23-0.23
204116.8613.10-3.76
----
0.00-0.22-0.22
204216.8613.11-3.75
----
0.00-0.21-0.21
204316.8513.12-3.73
----
0.00-0.20-0.20
204416.8313.13-3.70
----
0.00-0.19-0.19
204516.8213.14-3.68
----
0.00-0.18-0.18
204616.8013.15-3.65
----
0.00-0.17-0.17
204716.7913.16-3.63
----
0.00-0.16-0.16
204816.7913.17-3.62
----
0.00-0.16-0.16
204916.7913.17-3.61
----
0.00-0.15-0.15
205016.7913.18-3.61
----
0.00-0.14-0.14
205116.7913.19-3.60
----
0.00-0.13-0.13
205216.8113.20-3.61
----
0.00-0.13-0.13
205316.8313.21-3.62
----
0.00-0.12-0.12
205416.8613.22-3.64
----
0.00-0.11-0.11
205516.8913.23-3.67
----
0.00-0.11-0.11
205616.9313.24-3.70
----
0.00-0.10-0.10
205716.9813.25-3.73
----
0.00-0.10-0.10
205817.0313.26-3.77
----
0.00-0.09-0.09
205917.0813.26-3.82
----
0.00-0.09-0.09
206017.1413.27-3.87
----
0.00-0.08-0.08
206117.2013.28-3.92
----
0.00-0.08-0.08
206217.2713.29-3.97
----
0.00-0.07-0.07
206317.3313.30-4.03
----
0.00-0.07-0.07
206417.3913.31-4.08
----
0.00-0.07-0.07
206517.4613.32-4.14
----
0.00-0.06-0.06
206617.5213.33-4.20
----
0.00-0.06-0.06
206717.5913.33-4.26
----
0.00-0.06-0.06
206817.6613.34-4.32
----
0.00-0.05-0.05
206917.7313.35-4.38
----
0.00-0.05-0.05
207017.8013.36-4.45
----
0.00-0.05-0.05
207117.8713.37-4.51
----
0.00-0.05-0.05
207217.9313.37-4.56
----
0.00-0.04-0.04
207317.9813.38-4.61
----
0.00-0.04-0.04
207418.0413.38-4.65
----
0.00-0.04-0.04
207518.0813.39-4.69
----
0.00-0.04-0.04
207618.1113.40-4.72
----
0.00-0.03-0.03
207718.1413.40-4.74
----
0.00-0.03-0.03
207818.1513.40-4.75
----
0.00-0.03-0.03
207918.1513.40-4.75
----
0.00-0.03-0.03
208018.1413.41-4.73
----
0.00-0.03-0.03
208118.1213.41-4.71
----
0.00-0.03-0.03
208218.0913.41-4.69
----
0.00-0.02-0.02
208318.0713.41-4.66
----
0.00-0.02-0.02
208418.0313.41-4.63
----
0.00-0.02-0.02
208518.0013.41-4.59
----
0.00-0.02-0.02
208617.9613.40-4.55
----
0.00-0.02-0.02
208717.9213.40-4.52
----
0.00-0.02-0.02
208817.9013.40-4.49
----
0.00-0.02-0.02
208917.8813.40-4.47
----
0.00-0.02-0.02
209017.8713.40-4.46
----
0.00-0.02-0.02
209117.8713.40-4.47
----
0.00-0.02-0.02
209217.8813.40-4.48
----
0.00-0.01-0.01
209317.9013.41-4.50
----
0.00-0.01-0.01
209417.9413.41-4.53
----
0.00-0.01-0.01
209517.9713.41-4.56
----
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% 13.70% -3.36% 2033 0.00% -0.15% -0.15%

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