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
202214.3112.93-1.38
231
0.000.00-0.00
202314.4412.91-1.53
214
0.010.00-0.01
202414.6512.94-1.71
196
0.020.00-0.02
202514.8812.96-1.92
177
0.030.00-0.03
202615.1413.08-2.06
159
0.040.00-0.03
202715.4113.10-2.31
140
0.050.00-0.05
202815.6813.14-2.54
121
0.060.00-0.06
202915.9413.17-2.77
102
0.070.00-0.07
203016.1913.20-3.00
83
0.090.00-0.08
203116.3813.21-3.17
63
0.100.00-0.09
203216.5513.22-3.32
44
0.110.01-0.11
203316.6813.23-3.45
24
0.120.01-0.12
203416.7913.24-3.55
3
0.130.01-0.13
203516.8813.25-3.63
----
0.140.01-0.14
203616.9613.26-3.70
----
0.150.01-0.15
203717.0313.26-3.76
----
0.160.01-0.16
203817.0913.27-3.82
----
0.170.01-0.16
203917.1313.28-3.86
----
0.180.01-0.17
204017.1713.28-3.89
----
0.190.01-0.18
204117.2213.28-3.94
----
0.200.01-0.19
204217.2513.29-3.96
----
0.210.01-0.20
204317.2613.29-3.97
----
0.220.01-0.21
204417.2713.29-3.98
----
0.230.01-0.22
204517.2913.29-4.00
----
0.240.01-0.23
204617.3013.29-4.01
----
0.250.01-0.23
204717.3313.30-4.04
----
0.260.01-0.24
204817.3613.30-4.06
----
0.270.01-0.25
204917.3913.30-4.09
----
0.270.01-0.26
205017.4213.31-4.11
----
0.280.02-0.27
205117.4513.31-4.14
----
0.290.02-0.27
205217.4813.31-4.17
----
0.300.02-0.28
205317.5213.32-4.21
----
0.300.02-0.29
205417.5613.32-4.24
----
0.310.02-0.29
205517.6113.32-4.29
----
0.320.02-0.30
205617.6613.33-4.33
----
0.320.02-0.30
205717.7113.33-4.38
----
0.330.02-0.31
205817.7713.34-4.43
----
0.330.02-0.31
205917.8313.34-4.48
----
0.340.02-0.32
206017.8913.35-4.54
----
0.340.02-0.32
206117.9413.35-4.59
----
0.340.02-0.32
206218.0013.36-4.64
----
0.350.02-0.33
206318.0513.36-4.69
----
0.350.02-0.33
206418.1013.36-4.74
----
0.350.02-0.33
206518.1613.37-4.79
----
0.350.02-0.33
206618.2113.37-4.84
----
0.360.02-0.34
206718.2613.38-4.88
----
0.360.02-0.34
206818.3213.38-4.93
----
0.360.02-0.34
206918.3713.39-4.99
----
0.360.02-0.34
207018.4313.39-5.04
----
0.360.02-0.34
207118.4913.39-5.09
----
0.360.02-0.34
207218.5413.40-5.14
----
0.360.02-0.34
207318.5913.40-5.19
----
0.370.02-0.35
207418.6413.41-5.23
----
0.370.02-0.35
207518.6813.41-5.27
----
0.370.02-0.35
207618.7213.41-5.30
----
0.370.02-0.35
207718.7413.41-5.32
----
0.370.02-0.35
207818.7413.42-5.33
----
0.370.02-0.35
207918.7413.42-5.32
----
0.370.02-0.35
208018.7213.42-5.30
----
0.360.02-0.34
208118.6913.41-5.28
----
0.360.02-0.34
208218.6613.41-5.24
----
0.360.02-0.34
208318.6113.41-5.20
----
0.360.02-0.34
208418.5613.41-5.15
----
0.360.02-0.34
208518.5013.40-5.09
----
0.360.02-0.34
208618.4313.40-5.03
----
0.360.02-0.34
208718.3613.40-4.97
----
0.350.02-0.33
208818.2913.39-4.90
----
0.350.02-0.33
208918.2213.39-4.83
----
0.350.02-0.33
209018.1613.38-4.78
----
0.350.02-0.33
209118.1113.38-4.73
----
0.350.02-0.33
209218.0813.38-4.70
----
0.350.02-0.33
209318.0613.38-4.68
----
0.350.02-0.33
209418.0513.38-4.67
----
0.350.02-0.33
209518.0513.38-4.67
----
0.350.02-0.33
209618.0513.38-4.67
----
0.350.02-0.33

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 17.57% 13.79% -3.78% 2034 0.26% 0.01% -0.24%

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