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
0.000.000.00
202314.4312.91-1.52
214
0.000.000.00
202414.6612.94-1.72
196
0.030.00-0.03
202514.9112.96-1.95
177
0.060.00-0.05
202615.1913.08-2.11
158
0.090.00-0.08
202715.4813.11-2.37
139
0.120.01-0.11
202815.7713.15-2.62
120
0.150.01-0.14
202916.0513.18-2.87
100
0.180.01-0.17
203016.3113.20-3.11
80
0.200.01-0.19
203116.5213.22-3.30
60
0.230.01-0.22
203216.6913.23-3.46
40
0.260.01-0.25
203316.8413.24-3.60
20
0.280.01-0.27
203416.9713.25-3.71
----
0.310.02-0.29
203517.0713.26-3.80
----
0.330.02-0.31
203617.1513.27-3.88
----
0.350.02-0.33
203717.2313.28-3.96
----
0.370.02-0.35
203817.3013.28-4.02
----
0.390.02-0.37
203917.3613.29-4.07
----
0.410.02-0.38
204017.4013.29-4.11
----
0.420.02-0.40
204117.4513.30-4.16
----
0.440.02-0.41
204217.4913.30-4.19
----
0.450.02-0.43
204317.5013.30-4.20
----
0.460.03-0.44
204417.5213.30-4.21
----
0.470.03-0.45
204517.5313.31-4.22
----
0.480.03-0.45
204617.5513.31-4.24
----
0.490.03-0.46
204717.5713.31-4.26
----
0.500.03-0.47
204817.6013.31-4.29
----
0.500.03-0.47
204917.6213.32-4.31
----
0.510.03-0.48
205017.6513.32-4.33
----
0.510.03-0.48
205117.6813.32-4.35
----
0.520.03-0.49
205217.7113.32-4.38
----
0.520.03-0.49
205317.7413.33-4.41
----
0.520.03-0.49
205417.7813.33-4.45
----
0.520.03-0.50
205517.8213.34-4.48
----
0.530.03-0.50
205617.8713.34-4.53
----
0.530.03-0.50
205717.9113.34-4.57
----
0.530.03-0.50
205817.9713.35-4.62
----
0.530.03-0.50
205918.0313.35-4.67
----
0.530.03-0.50
206018.0813.36-4.73
----
0.540.03-0.51
206118.1413.36-4.78
----
0.540.03-0.51
206218.2013.37-4.83
----
0.540.03-0.51
206318.2513.37-4.88
----
0.550.03-0.51
206418.3013.38-4.92
----
0.550.03-0.52
206518.3513.38-4.97
----
0.550.03-0.52
206618.4113.38-5.02
----
0.560.03-0.52
206718.4613.39-5.07
----
0.560.03-0.53
206818.5213.39-5.13
----
0.560.03-0.53
206918.5813.40-5.18
----
0.570.03-0.53
207018.6413.40-5.23
----
0.570.03-0.54
207118.6913.41-5.29
----
0.570.03-0.54
207218.7513.41-5.34
----
0.580.03-0.54
207318.8013.41-5.39
----
0.580.03-0.55
207418.8613.42-5.44
----
0.580.03-0.55
207518.9013.42-5.48
----
0.590.03-0.55
207618.9413.43-5.51
----
0.590.03-0.55
207718.9613.43-5.53
----
0.590.03-0.56
207818.9713.43-5.54
----
0.590.03-0.56
207918.9613.43-5.53
----
0.590.03-0.56
208018.9513.43-5.52
----
0.600.03-0.56
208118.9213.43-5.50
----
0.600.03-0.56
208218.8913.43-5.46
----
0.600.03-0.56
208318.8513.43-5.42
----
0.600.03-0.56
208418.8013.42-5.37
----
0.600.03-0.56
208518.7413.42-5.32
----
0.600.03-0.56
208618.6713.42-5.26
----
0.600.03-0.56
208718.6113.41-5.20
----
0.600.03-0.56
208818.5313.41-5.13
----
0.600.03-0.56
208918.4713.40-5.06
----
0.600.03-0.56
209018.4113.40-5.01
----
0.590.03-0.56
209118.3613.40-4.96
----
0.590.03-0.56
209218.3313.39-4.93
----
0.590.03-0.56
209318.3113.39-4.91
----
0.590.03-0.56
209418.2913.39-4.90
----
0.590.03-0.56
209518.2913.39-4.90
----
0.590.03-0.56
209618.3013.39-4.90
----
0.590.03-0.56

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 17.76% 13.80% -3.96% 2033 0.45% 0.02% -0.42%

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