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
202114.1512.90-1.25
246
0.100.00-0.09
202214.3512.93-1.42
230
0.100.00-0.10
202314.5412.95-1.59
214
0.100.00-0.10
202414.7512.98-1.77
197
0.110.00-0.10
202514.9913.00-1.99
179
0.110.00-0.11
202615.2313.13-2.10
161
0.120.01-0.11
202715.4713.15-2.31
143
0.120.01-0.11
202815.7113.20-2.51
125
0.120.01-0.12
202915.9613.23-2.73
106
0.130.01-0.12
203016.1613.25-2.91
88
0.130.01-0.13
203116.3313.26-3.06
69
0.140.01-0.13
203216.4813.28-3.20
50
0.140.01-0.14
203316.6013.29-3.31
31
0.150.01-0.14
203416.7013.29-3.41
12
0.150.01-0.14
203516.7813.30-3.48
----
0.150.01-0.15
203616.8413.31-3.54
----
0.160.01-0.15
203716.9013.31-3.59
----
0.160.01-0.15
203816.9513.32-3.63
----
0.160.01-0.15
203916.9813.32-3.66
----
0.170.01-0.16
204017.0213.33-3.69
----
0.170.01-0.16
204117.0313.33-3.70
----
0.170.01-0.16
204217.0413.33-3.71
----
0.180.01-0.17
204317.0313.33-3.70
----
0.180.01-0.17
204417.0213.33-3.69
----
0.180.01-0.17
204517.0013.33-3.67
----
0.190.01-0.18
204616.9913.33-3.66
----
0.190.01-0.18
204716.9813.33-3.65
----
0.190.01-0.18
204816.9813.33-3.65
----
0.190.01-0.18
204916.9813.33-3.65
----
0.190.01-0.18
205016.9813.33-3.65
----
0.190.01-0.18
205116.9913.34-3.65
----
0.190.01-0.18
205217.0013.34-3.66
----
0.190.01-0.18
205317.0313.34-3.69
----
0.190.01-0.18
205417.0513.34-3.71
----
0.190.01-0.18
205517.0913.35-3.74
----
0.190.01-0.18
205617.1313.35-3.78
----
0.190.01-0.18
205717.1713.35-3.82
----
0.190.01-0.18
205817.2213.36-3.86
----
0.190.01-0.18
205917.2813.36-3.91
----
0.190.01-0.18
206017.3413.37-3.97
----
0.190.01-0.18
206117.4013.37-4.03
----
0.190.01-0.18
206217.4613.38-4.08
----
0.190.01-0.18
206317.5313.38-4.14
----
0.200.01-0.18
206417.5913.39-4.20
----
0.200.01-0.19
206517.6613.39-4.27
----
0.200.01-0.19
206617.7313.40-4.33
----
0.200.01-0.19
206717.8013.40-4.40
----
0.200.01-0.19
206817.8713.41-4.46
----
0.210.01-0.19
206917.9413.41-4.53
----
0.210.01-0.20
207018.0213.42-4.60
----
0.210.01-0.20
207118.0813.42-4.66
----
0.210.01-0.20
207218.1513.43-4.72
----
0.220.01-0.20
207318.2013.43-4.77
----
0.220.01-0.21
207418.2613.44-4.82
----
0.220.01-0.21
207518.3113.44-4.86
----
0.230.01-0.21
207618.3413.44-4.90
----
0.230.01-0.21
207718.3713.45-4.92
----
0.230.01-0.22
207818.3813.45-4.94
----
0.230.01-0.22
207918.3813.45-4.94
----
0.230.01-0.22
208018.3713.45-4.92
----
0.230.01-0.22
208118.3513.45-4.91
----
0.240.01-0.22
208218.3313.45-4.88
----
0.240.01-0.22
208318.3013.44-4.86
----
0.240.01-0.22
208418.2713.44-4.83
----
0.240.01-0.22
208518.2413.44-4.79
----
0.240.01-0.23
208618.2013.44-4.76
----
0.240.01-0.23
208718.1613.44-4.73
----
0.240.01-0.23
208818.1413.43-4.70
----
0.240.01-0.23
208918.1213.43-4.69
----
0.240.01-0.23
209018.1113.43-4.68
----
0.240.01-0.23
209118.1113.43-4.68
----
0.250.01-0.23
209218.1313.43-4.69
----
0.250.01-0.23
209318.1513.44-4.72
----
0.250.02-0.23
209418.1913.44-4.75
----
0.250.02-0.23
209518.2213.44-4.78
----
0.250.02-0.23

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 17.25% 13.86% -3.39% 2034 0.19% 0.01% -0.18%

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