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
202114.0312.90-1.13
248
-0.020.000.02
202214.2212.93-1.28
233
-0.030.010.04
202314.3812.95-1.43
218
-0.050.010.06
202414.5812.99-1.59
202
-0.070.010.08
202514.7913.01-1.78
185
-0.090.010.10
202614.9913.14-1.85
168
-0.120.010.14
202715.1813.17-2.01
152
-0.170.020.18
202815.3713.21-2.15
135
-0.220.020.24
202915.5613.25-2.31
119
-0.270.020.29
203015.7013.26-2.43
103
-0.330.020.35
203115.7813.27-2.51
87
-0.400.020.42
203215.8613.28-2.58
71
-0.470.020.49
203315.9213.29-2.63
55
-0.530.010.54
203415.9813.30-2.68
39
-0.580.010.59
203516.0113.30-2.71
23
-0.620.010.62
203616.0413.30-2.74
6
-0.640.010.65
203716.0713.31-2.76
----
-0.670.000.67
203816.0913.31-2.78
----
-0.700.000.70
203916.0913.31-2.78
----
-0.72-0.000.72
204016.1013.31-2.78
----
-0.75-0.000.75
204116.0813.31-2.77
----
-0.77-0.000.77
204216.0613.31-2.75
----
-0.80-0.010.79
204316.0313.31-2.72
----
-0.82-0.010.81
204415.9913.31-2.68
----
-0.84-0.010.84
204515.9513.31-2.64
----
-0.87-0.010.86
204615.9113.31-2.60
----
-0.89-0.010.88
204715.8813.31-2.57
----
-0.91-0.010.90
204815.8513.31-2.55
----
-0.93-0.010.92
204915.8313.31-2.52
----
-0.96-0.010.94
205015.8113.31-2.50
----
-0.98-0.020.96
205115.7913.31-2.48
----
-1.01-0.020.99
205215.7813.31-2.47
----
-1.03-0.021.01
205315.7813.31-2.47
----
-1.05-0.021.03
205415.7913.31-2.48
----
-1.06-0.021.05
205515.8213.32-2.50
----
-1.08-0.021.06
205615.8413.32-2.53
----
-1.09-0.021.07
205715.8813.32-2.56
----
-1.10-0.021.08
205815.9213.33-2.60
----
-1.10-0.021.08
205915.9813.33-2.65
----
-1.11-0.021.09
206016.0313.33-2.70
----
-1.11-0.021.09
206116.0913.34-2.75
----
-1.11-0.021.09
206216.1513.34-2.81
----
-1.11-0.021.09
206316.2213.35-2.87
----
-1.11-0.021.09
206416.2713.35-2.92
----
-1.12-0.021.09
206516.3413.36-2.98
----
-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 16.22% 13.84% -2.38% 2036 -0.84% -0.01% 0.83%

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