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
202114.0112.90-1.11
248
-0.040.000.04
202214.1712.93-1.24
234
-0.070.010.08
202314.3212.95-1.37
219
-0.110.010.12
202414.4912.99-1.50
204
-0.160.010.17
202514.6813.01-1.66
188
-0.200.020.22
202614.8013.14-1.66
173
-0.310.010.33
202714.9313.16-1.77
158
-0.410.010.43
202815.0913.20-1.88
143
-0.500.010.51
202915.2613.24-2.02
128
-0.570.010.58
203015.3913.25-2.14
113
-0.630.010.64
203115.5113.26-2.25
98
-0.680.010.69
203215.6113.27-2.34
83
-0.720.000.73
203315.7013.28-2.42
68
-0.760.000.76
203415.7713.29-2.48
54
-0.780.000.78
203515.8213.29-2.53
38
-0.81-0.000.81
203615.8613.29-2.57
23
-0.82-0.000.82
203715.9013.30-2.60
7
-0.84-0.010.83
203815.9313.30-2.63
----
-0.85-0.010.84
203915.9513.30-2.64
----
-0.87-0.010.86
204015.9613.31-2.66
----
-0.89-0.010.87
204115.9513.31-2.65
----
-0.90-0.010.89
204215.9413.31-2.63
----
-0.92-0.010.91
204315.9113.31-2.60
----
-0.94-0.010.92
204415.8813.30-2.57
----
-0.96-0.020.94
204515.8413.30-2.54
----
-0.97-0.020.96
204615.8113.30-2.51
----
-0.99-0.020.97
204715.7913.30-2.48
----
-1.00-0.020.99
204815.7713.30-2.47
----
-1.02-0.021.00
204915.7513.30-2.45
----
-1.04-0.021.02
205015.7413.30-2.43
----
-1.05-0.021.03
205115.7213.30-2.42
----
-1.07-0.021.05
205215.7213.31-2.42
----
-1.08-0.021.06
205315.7413.31-2.43
----
-1.10-0.021.07
205415.7513.31-2.44
----
-1.11-0.021.08
205515.7813.31-2.47
----
-1.11-0.021.09
205615.8213.32-2.50
----
-1.12-0.021.09
205715.8613.32-2.54
----
-1.12-0.021.10
205815.9113.32-2.58
----
-1.12-0.021.10
205915.9613.33-2.63
----
-1.12-0.021.10
206016.0213.33-2.69
----
-1.12-0.021.10
206116.0813.34-2.74
----
-1.12-0.021.10
206216.1413.34-2.80
----
-1.12-0.021.10
206316.2113.35-2.86
----
-1.12-0.021.09
206416.2713.35-2.92
----
-1.12-0.021.10
206516.3313.36-2.98
----
-1.12-0.021.10
206616.4013.36-3.04
----
-1.13-0.021.10
206716.4613.37-3.10
----
-1.13-0.021.11
206816.5313.37-3.16
----
-1.14-0.021.11
206916.5913.38-3.22
----
-1.14-0.031.12
207016.6613.38-3.28
----
-1.15-0.031.12
207116.7213.39-3.34
----
-1.15-0.021.12
207216.7813.39-3.39
----
-1.15-0.021.12
207316.8413.39-3.44
----
-1.15-0.021.12
207416.8913.40-3.49
----
-1.14-0.021.12
207516.9413.40-3.54
----
-1.14-0.021.12
207616.9813.41-3.57
----
-1.14-0.021.11
207717.0013.41-3.60
----
-1.13-0.021.11
207817.0213.41-3.61
----
-1.13-0.031.10
207917.0313.41-3.62
----
-1.12-0.031.10
208017.0213.41-3.61
----
-1.12-0.031.09
208117.0113.41-3.60
----
-1.11-0.031.08
208216.9913.41-3.59
----
-1.10-0.031.08
208316.9713.40-3.56
----
-1.10-0.031.07
208416.9413.40-3.54
----
-1.10-0.031.07
208516.9013.40-3.50
----
-1.09-0.031.07
208616.8613.40-3.46
----
-1.10-0.031.07
208716.8213.39-3.43
----
-1.10-0.031.08
208816.7913.39-3.40
----
-1.10-0.031.07
208916.7713.39-3.38
----
-1.10-0.031.07
209016.7613.39-3.37
----
-1.10-0.031.08
209116.7513.39-3.36
----
-1.12-0.031.09
209216.7613.39-3.36
----
-1.12-0.031.10
209316.7713.39-3.38
----
-1.13-0.031.11
209416.8013.40-3.40
----
-1.14-0.031.11
209516.8313.40-3.43
----
-1.14-0.031.11

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 16.14% 13.83% -2.31% 2037 -0.92% -0.01% 0.90%

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