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
202114.1112.31-1.81
253
0.000.000.00
202214.3012.93-1.38
231
0.000.00-0.00
202314.4412.91-1.52
214
0.000.00-0.00
202414.6512.94-1.70
196
0.010.00-0.01
202514.8712.96-1.91
178
0.010.00-0.01
202615.1313.08-2.05
159
0.020.00-0.02
202715.3913.10-2.29
140
0.030.00-0.03
202815.6613.14-2.52
122
0.040.00-0.03
202915.9113.17-2.74
103
0.040.00-0.04
203016.1613.19-2.97
84
0.050.00-0.05
203116.3413.21-3.13
64
0.060.00-0.06
203216.5013.22-3.28
45
0.070.00-0.06
203316.6313.23-3.40
25
0.070.00-0.07
203416.7413.24-3.50
5
0.080.00-0.08
203516.8213.25-3.58
----
0.090.00-0.08
203616.9013.26-3.64
----
0.090.00-0.09
203716.9613.26-3.70
----
0.100.01-0.10
203817.0213.27-3.75
----
0.110.01-0.10
203917.0713.27-3.79
----
0.120.01-0.11
204017.1013.28-3.82
----
0.120.01-0.12
204117.1513.28-3.87
----
0.130.01-0.12
204217.1713.28-3.89
----
0.140.01-0.13
204317.1813.28-3.90
----
0.140.01-0.13
204417.1913.29-3.91
----
0.150.01-0.14
204517.2013.29-3.92
----
0.160.01-0.15
204617.2213.29-3.93
----
0.160.01-0.15
204717.2513.29-3.95
----
0.170.01-0.16
204817.2713.30-3.98
----
0.180.01-0.17
204917.3013.30-4.00
----
0.180.01-0.17
205017.3313.30-4.02
----
0.190.01-0.18
205117.3513.30-4.05
----
0.190.01-0.18
205217.3913.31-4.08
----
0.200.01-0.19
205317.4213.31-4.11
----
0.210.01-0.19
205417.4613.31-4.15
----
0.210.01-0.20
205517.5113.32-4.19
----
0.220.01-0.20
205617.5613.32-4.24
----
0.220.01-0.21
205717.6113.33-4.28
----
0.220.01-0.21
205817.6613.33-4.33
----
0.230.01-0.22
205917.7213.34-4.39
----
0.230.01-0.22
206017.7813.34-4.44
----
0.230.01-0.22
206117.8413.35-4.49
----
0.240.01-0.22
206217.8913.35-4.54
----
0.240.01-0.23
206317.9513.35-4.59
----
0.240.01-0.23
206418.0013.36-4.64
----
0.250.01-0.23
206518.0513.36-4.69
----
0.250.01-0.23
206618.1013.37-4.74
----
0.250.01-0.24
206718.1513.37-4.78
----
0.250.01-0.24
206818.2113.38-4.83
----
0.250.01-0.24
206918.2713.38-4.89
----
0.250.01-0.24
207018.3213.38-4.94
----
0.260.01-0.24
207118.3813.39-4.99
----
0.260.01-0.24
207218.4313.39-5.04
----
0.260.01-0.24
207318.4813.40-5.09
----
0.260.01-0.24
207418.5313.40-5.13
----
0.260.01-0.24
207518.5813.40-5.17
----
0.260.01-0.24
207618.6113.41-5.20
----
0.260.01-0.25
207718.6313.41-5.22
----
0.260.01-0.25
207818.6413.41-5.23
----
0.260.01-0.25
207918.6313.41-5.22
----
0.260.01-0.24
208018.6113.41-5.20
----
0.260.01-0.24
208118.5913.41-5.18
----
0.260.01-0.24
208218.5513.41-5.14
----
0.260.01-0.24
208318.5113.41-5.10
----
0.260.01-0.24
208418.4513.40-5.05
----
0.250.01-0.24
208518.3913.40-4.99
----
0.250.01-0.24
208618.3313.40-4.93
----
0.250.01-0.24
208718.2613.39-4.87
----
0.250.01-0.24
208818.1913.39-4.80
----
0.250.01-0.24
208918.1213.38-4.74
----
0.250.01-0.23
209018.0613.38-4.68
----
0.250.01-0.23
209118.0113.38-4.64
----
0.250.01-0.23
209217.9813.37-4.60
----
0.250.01-0.23
209317.9613.37-4.59
----
0.240.01-0.23
209417.9513.37-4.58
----
0.240.01-0.23
209517.9413.37-4.57
----
0.240.01-0.23
209617.9513.37-4.58
----
0.240.01-0.23

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
2021-2095 17.49% 13.79% -3.70% 2034 0.17% 0.01% -0.17%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2021 Trustees Report.