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
202314.4312.94-1.49
217
0.000.000.00
202414.6412.98-1.67
200
0.000.000.00
202514.8813.00-1.88
183
0.000.00-0.00
202615.1213.12-1.99
165
0.000.00-0.00
202715.3513.15-2.20
148
0.010.00-0.01
202815.6013.19-2.41
130
0.010.00-0.01
202915.8513.23-2.63
112
0.020.00-0.02
203016.0513.24-2.81
93
0.030.00-0.03
203116.2313.26-2.98
75
0.050.00-0.04
203216.3913.27-3.12
57
0.060.00-0.06
203316.5313.28-3.25
38
0.080.00-0.07
203416.6513.29-3.36
19
0.090.00-0.09
203516.7413.30-3.44
----
0.110.01-0.11
203616.8213.31-3.51
----
0.130.01-0.13
203716.8913.31-3.58
----
0.150.01-0.14
203816.9513.32-3.64
----
0.170.01-0.16
203917.0013.32-3.68
----
0.190.01-0.18
204017.0513.33-3.72
----
0.200.01-0.19
204117.0813.33-3.75
----
0.220.01-0.21
204217.1013.33-3.76
----
0.240.01-0.22
204317.1013.33-3.77
----
0.250.01-0.24
204417.1013.33-3.77
----
0.270.01-0.25
204517.1013.33-3.76
----
0.280.01-0.27
204617.1013.33-3.76
----
0.300.02-0.28
204717.1013.34-3.76
----
0.310.02-0.29
204817.1113.34-3.77
----
0.320.02-0.30
204917.1213.34-3.78
----
0.330.02-0.32
205017.1313.34-3.79
----
0.350.02-0.33
205117.1513.34-3.81
----
0.360.02-0.34
205217.1813.35-3.83
----
0.370.02-0.35
205317.2113.35-3.86
----
0.380.02-0.36
205417.2413.35-3.89
----
0.390.02-0.37
205517.2913.36-3.93
----
0.400.02-0.37
205617.3413.36-3.97
----
0.400.02-0.38
205717.3913.36-4.02
----
0.410.02-0.39
205817.4513.37-4.08
----
0.420.02-0.39
205917.5113.37-4.13
----
0.420.02-0.40
206017.5713.38-4.19
----
0.430.02-0.40
206117.6413.39-4.25
----
0.430.02-0.41
206217.7013.39-4.31
----
0.440.02-0.41
206317.7713.40-4.37
----
0.440.02-0.42
206417.8413.40-4.44
----
0.440.02-0.42
206517.9013.41-4.50
----
0.450.02-0.42
206617.9713.41-4.56
----
0.450.03-0.42
206718.0513.42-4.63
----
0.450.03-0.43
206818.1213.42-4.70
----
0.460.03-0.43
206918.1913.43-4.77
----
0.460.03-0.43
207018.2613.43-4.83
----
0.460.03-0.43
207118.3313.44-4.90
----
0.460.03-0.44
207218.3913.44-4.95
----
0.460.03-0.44
207318.4513.45-5.00
----
0.470.03-0.44
207418.5013.45-5.05
----
0.470.03-0.44
207518.5513.45-5.09
----
0.470.03-0.44
207618.5813.46-5.13
----
0.470.03-0.44
207718.6113.46-5.15
----
0.470.03-0.44
207818.6213.46-5.16
----
0.470.03-0.44
207918.6213.46-5.16
----
0.470.03-0.44
208018.6113.46-5.15
----
0.470.03-0.44
208118.5913.46-5.13
----
0.470.03-0.44
208218.5613.46-5.11
----
0.470.03-0.44
208318.5413.46-5.08
----
0.470.03-0.44
208418.5013.46-5.05
----
0.470.03-0.44
208518.4613.45-5.01
----
0.470.03-0.44
208618.4313.45-4.97
----
0.470.03-0.44
208718.3913.45-4.94
----
0.470.03-0.44
208818.3613.45-4.92
----
0.470.03-0.44
208918.3413.44-4.90
----
0.460.03-0.44
209018.3313.44-4.89
----
0.460.03-0.44
209118.3313.44-4.89
----
0.460.03-0.44
209218.3513.44-4.90
----
0.470.03-0.44
209318.3713.45-4.92
----
0.470.03-0.44
209418.4013.45-4.95
----
0.470.03-0.44
209518.4413.45-4.99
----
0.470.03-0.44

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 17.36% 13.86% -3.50% 2034 0.30% 0.02% -0.28%

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