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
202314.6112.95-1.66
214
0.180.01-0.17
202414.8312.98-1.85
196
0.190.01-0.18
202515.0713.00-2.07
178
0.190.01-0.18
202615.3113.13-2.18
160
0.200.01-0.19
202715.5513.16-2.39
141
0.210.01-0.20
202815.8013.20-2.60
123
0.210.01-0.20
202916.0513.24-2.82
104
0.220.01-0.21
203016.2513.25-2.99
85
0.230.01-0.22
203116.4213.27-3.15
66
0.230.01-0.22
203216.5713.28-3.29
47
0.240.01-0.22
203316.6913.29-3.40
27
0.240.01-0.23
203416.8013.30-3.50
7
0.250.01-0.23
203516.8813.31-3.57
----
0.250.01-0.24
203616.9413.31-3.63
----
0.260.01-0.24
203717.0013.32-3.68
----
0.260.02-0.25
203817.0513.32-3.73
----
0.270.02-0.25
203917.0913.33-3.76
----
0.270.02-0.26
204017.1213.33-3.79
----
0.280.02-0.26
204117.1413.33-3.81
----
0.280.02-0.27
204217.1513.34-3.81
----
0.290.02-0.27
204317.1413.34-3.80
----
0.290.02-0.27
204417.1313.34-3.79
----
0.290.02-0.28
204517.1113.34-3.78
----
0.300.02-0.28
204617.1013.34-3.76
----
0.300.02-0.28
204717.0913.34-3.75
----
0.300.02-0.28
204817.0913.34-3.75
----
0.300.02-0.28
204917.0813.34-3.75
----
0.300.02-0.28
205017.0913.34-3.75
----
0.300.02-0.28
205117.0913.34-3.75
----
0.300.02-0.28
205217.1113.34-3.76
----
0.300.02-0.28
205317.1313.35-3.78
----
0.300.02-0.28
205417.1513.35-3.81
----
0.300.02-0.28
205517.1913.35-3.84
----
0.300.02-0.28
205617.2313.36-3.87
----
0.290.02-0.28
205717.2713.36-3.91
----
0.290.02-0.28
205817.3213.36-3.96
----
0.290.02-0.28
205917.3813.37-4.01
----
0.300.02-0.28
206017.4413.37-4.07
----
0.300.02-0.28
206117.5013.38-4.13
----
0.300.02-0.28
206217.5713.38-4.18
----
0.300.02-0.28
206317.6313.39-4.24
----
0.300.02-0.29
206417.7013.39-4.31
----
0.310.02-0.29
206517.7713.40-4.37
----
0.310.02-0.29
206617.8413.40-4.43
----
0.310.02-0.29
206717.9113.41-4.50
----
0.320.02-0.30
206817.9813.41-4.57
----
0.320.02-0.30
206918.0613.42-4.64
----
0.320.02-0.30
207018.1313.43-4.71
----
0.330.02-0.31
207118.2013.43-4.77
----
0.330.02-0.31
207218.2613.43-4.83
----
0.330.02-0.31
207318.3213.44-4.88
----
0.340.02-0.32
207418.3813.44-4.93
----
0.340.02-0.32
207518.4213.45-4.97
----
0.340.02-0.32
207618.4613.45-5.01
----
0.340.02-0.32
207718.4913.45-5.03
----
0.350.02-0.33
207818.5013.45-5.05
----
0.350.02-0.33
207918.5013.45-5.04
----
0.350.02-0.33
208018.4913.45-5.03
----
0.350.02-0.33
208118.4713.45-5.02
----
0.350.02-0.33
208218.4513.45-4.99
----
0.350.02-0.33
208318.4213.45-4.97
----
0.350.02-0.33
208418.3913.45-4.94
----
0.360.02-0.33
208518.3513.45-4.91
----
0.360.02-0.34
208618.3213.45-4.87
----
0.360.02-0.34
208718.2813.44-4.84
----
0.360.02-0.34
208818.2613.44-4.82
----
0.360.02-0.34
208918.2413.44-4.80
----
0.360.02-0.34
209018.2313.44-4.79
----
0.360.02-0.34
209118.2313.44-4.79
----
0.360.02-0.34
209218.2413.44-4.80
----
0.360.02-0.34
209318.2713.44-4.82
----
0.360.02-0.34
209418.3013.44-4.86
----
0.360.02-0.34
209518.3413.45-4.89
----
0.360.02-0.34

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 17.35% 13.86% -3.48% 2034 0.29% 0.02% -0.27%

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