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
202114.7512.93-1.82
236
0.700.03-0.67
202214.9512.96-2.00
217
0.710.03-0.68
202315.1512.97-2.18
198
0.720.03-0.69
202415.3713.01-2.36
178
0.730.03-0.70
202515.6213.03-2.59
158
0.740.03-0.71
202615.8613.16-2.70
137
0.750.04-0.71
202716.1113.19-2.92
117
0.760.04-0.72
202816.3613.23-3.13
96
0.770.04-0.73
202916.6213.27-3.35
75
0.790.04-0.74
203016.8213.29-3.53
54
0.790.04-0.75
203116.9913.30-3.69
33
0.800.04-0.76
203217.1413.31-3.83
12
0.810.04-0.77
203317.2713.32-3.95
----
0.820.04-0.77
203417.3713.33-4.04
----
0.820.05-0.78
203517.4513.34-4.11
----
0.830.05-0.78
203617.5113.34-4.17
----
0.830.05-0.78
203717.5713.35-4.22
----
0.830.05-0.78
203817.6213.36-4.26
----
0.830.05-0.79
203917.6513.36-4.29
----
0.830.05-0.79
204017.6813.36-4.32
----
0.840.05-0.79
204117.6913.36-4.33
----
0.840.05-0.79
204217.7013.37-4.33
----
0.840.05-0.79
204317.6913.37-4.32
----
0.840.05-0.79
204417.6713.37-4.30
----
0.840.05-0.79
204517.6513.37-4.29
----
0.840.05-0.79
204617.6313.37-4.27
----
0.830.05-0.79
204717.6213.37-4.26
----
0.830.05-0.79
204817.6213.37-4.25
----
0.830.05-0.79
204917.6213.37-4.25
----
0.830.05-0.79
205017.6213.37-4.25
----
0.830.05-0.79
205117.6313.37-4.26
----
0.830.05-0.79
205217.6413.37-4.27
----
0.840.05-0.79
205317.6713.38-4.29
----
0.840.05-0.79
205417.7013.38-4.32
----
0.840.05-0.79
205517.7313.38-4.35
----
0.840.05-0.79
205617.7713.39-4.39
----
0.840.05-0.79
205717.8213.39-4.43
----
0.840.05-0.80
205817.8813.40-4.48
----
0.850.05-0.80
205917.9313.40-4.53
----
0.850.05-0.80
206018.0013.41-4.59
----
0.850.05-0.80
206118.0613.41-4.65
----
0.860.05-0.81
206218.1213.42-4.71
----
0.860.05-0.81
206318.1913.42-4.77
----
0.860.05-0.81
206418.2613.43-4.83
----
0.870.05-0.82
206518.3313.43-4.90
----
0.870.05-0.82
206618.4013.44-4.96
----
0.870.05-0.82
206718.4713.44-5.03
----
0.880.05-0.82
206818.5413.45-5.10
----
0.880.05-0.83
206918.6213.45-5.16
----
0.880.05-0.83
207018.6913.46-5.23
----
0.890.05-0.83
207118.7613.46-5.30
----
0.890.05-0.84
207218.8213.47-5.35
----
0.890.05-0.84
207318.8813.47-5.41
----
0.900.05-0.84
207418.9313.48-5.46
----
0.900.05-0.85
207518.9813.48-5.50
----
0.900.05-0.85
207619.0213.48-5.53
----
0.900.05-0.85
207719.0413.48-5.56
----
0.900.05-0.85
207819.0613.49-5.57
----
0.900.05-0.85
207919.0513.49-5.57
----
0.900.05-0.85
208019.0413.49-5.56
----
0.900.05-0.85
208119.0213.49-5.54
----
0.900.05-0.85
208218.9913.48-5.51
----
0.900.05-0.85
208318.9713.48-5.48
----
0.900.05-0.85
208418.9313.48-5.45
----
0.900.05-0.85
208518.8913.48-5.41
----
0.900.05-0.84
208618.8513.48-5.38
----
0.890.05-0.84
208718.8213.47-5.34
----
0.890.05-0.84
208818.7913.47-5.32
----
0.890.05-0.84
208918.7713.47-5.30
----
0.890.05-0.84
209018.7613.47-5.29
----
0.890.05-0.84
209118.7613.47-5.29
----
0.890.05-0.84
209218.7713.47-5.30
----
0.890.05-0.84
209318.8013.47-5.32
----
0.890.05-0.84
209418.8313.47-5.36
----
0.890.05-0.84
209518.8713.48-5.39
----
0.900.05-0.84

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 17.90% 13.89% -4.00% 2032 0.84% 0.05% -0.79%

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