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
202314.4612.95-1.52
216
0.030.00-0.03
202414.7012.98-1.72
199
0.060.00-0.05
202514.9613.00-1.96
181
0.080.00-0.08
202615.2313.13-2.10
163
0.110.01-0.11
202715.4913.16-2.33
145
0.140.01-0.14
202815.7613.20-2.56
126
0.170.01-0.16
202916.0313.24-2.80
107
0.200.01-0.19
203016.2513.25-3.00
88
0.230.01-0.22
203116.4413.27-3.17
69
0.250.01-0.24
203216.6113.28-3.33
50
0.280.02-0.26
203316.7513.29-3.46
30
0.300.02-0.29
203416.8813.30-3.57
10
0.330.02-0.31
203516.9713.31-3.66
----
0.350.02-0.33
203617.0513.32-3.73
----
0.370.02-0.34
203717.1213.33-3.80
----
0.380.02-0.36
203817.1913.33-3.85
----
0.400.02-0.38
203917.2313.34-3.90
----
0.420.02-0.39
204017.2813.34-3.94
----
0.430.02-0.41
204117.3013.34-3.96
----
0.440.03-0.42
204217.3113.34-3.97
----
0.460.03-0.43
204317.3113.35-3.97
----
0.470.03-0.44
204417.3113.35-3.96
----
0.470.03-0.45
204517.3013.35-3.95
----
0.480.03-0.45
204617.2913.35-3.94
----
0.490.03-0.46
204717.2813.35-3.94
----
0.490.03-0.46
204817.2913.35-3.94
----
0.500.03-0.47
204917.2913.35-3.94
----
0.500.03-0.47
205017.2913.35-3.94
----
0.500.03-0.47
205117.3013.35-3.95
----
0.510.03-0.48
205217.3213.36-3.96
----
0.510.03-0.48
205317.3413.36-3.98
----
0.510.03-0.48
205417.3713.36-4.01
----
0.510.03-0.48
205517.4113.36-4.04
----
0.510.03-0.48
205617.4513.37-4.08
----
0.520.03-0.49
205717.4913.37-4.12
----
0.520.03-0.49
205817.5513.38-4.17
----
0.520.03-0.49
205917.6113.38-4.22
----
0.520.03-0.49
206017.6713.39-4.28
----
0.520.03-0.49
206117.7313.39-4.34
----
0.530.03-0.50
206217.8013.40-4.40
----
0.530.03-0.50
206317.8613.40-4.46
----
0.530.03-0.50
206417.9313.41-4.52
----
0.540.03-0.50
206518.0013.41-4.58
----
0.540.03-0.51
206618.0713.42-4.65
----
0.540.03-0.51
206718.1413.42-4.72
----
0.550.03-0.51
206818.2113.43-4.79
----
0.550.03-0.52
206918.2913.43-4.85
----
0.550.03-0.52
207018.3613.44-4.92
----
0.560.03-0.52
207118.4313.44-4.99
----
0.560.03-0.53
207218.4913.45-5.05
----
0.560.03-0.53
207318.5513.45-5.10
----
0.570.03-0.53
207418.6113.46-5.15
----
0.570.03-0.54
207518.6513.46-5.19
----
0.570.03-0.54
207618.6913.46-5.23
----
0.580.03-0.54
207718.7213.47-5.25
----
0.580.03-0.55
207818.7313.47-5.27
----
0.580.03-0.55
207918.7313.47-5.27
----
0.580.04-0.55
208018.7213.47-5.26
----
0.590.04-0.55
208118.7113.47-5.24
----
0.590.04-0.55
208218.6813.47-5.22
----
0.590.04-0.55
208318.6613.47-5.19
----
0.590.04-0.55
208418.6213.46-5.16
----
0.590.04-0.55
208518.5913.46-5.13
----
0.590.04-0.56
208618.5513.46-5.09
----
0.590.04-0.56
208718.5113.46-5.06
----
0.590.04-0.56
208818.4913.46-5.03
----
0.590.04-0.56
208918.4713.45-5.01
----
0.590.04-0.56
209018.4613.45-5.00
----
0.590.04-0.56
209118.4613.45-5.01
----
0.590.04-0.56
209218.4713.45-5.02
----
0.590.04-0.56
209318.5013.46-5.04
----
0.590.04-0.56
209418.5313.46-5.07
----
0.590.04-0.56
209518.5713.46-5.11
----
0.590.04-0.56

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 17.50% 13.87% -3.63% 2034 0.44% 0.03% -0.41%

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