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
202114.0512.94-1.11
248
0.000.040.04
202214.2513.01-1.24
233
-0.000.080.08
202314.4313.06-1.37
218
-0.000.120.12
202414.6413.14-1.51
202
0.000.160.16
202514.8813.19-1.68
185
0.000.200.20
202615.1113.36-1.76
169
0.000.230.23
202715.3513.42-1.93
153
0.000.270.27
202815.5913.49-2.09
137
0.000.300.30
202915.8413.57-2.27
120
0.000.340.33
203016.0313.62-2.41
104
0.010.370.37
203116.1913.66-2.53
88
0.010.410.40
203216.3413.71-2.63
72
0.010.440.43
203316.4613.75-2.72
56
0.010.470.46
203416.5613.79-2.78
40
0.010.500.49
203516.6413.83-2.82
24
0.020.530.52
203616.7113.86-2.85
7
0.020.560.54
203716.7613.90-2.87
----
0.020.590.57
203816.8113.93-2.89
----
0.030.620.59
203916.8513.96-2.89
----
0.030.650.61
204016.8813.99-2.89
----
0.040.670.64
204116.9014.02-2.88
----
0.040.700.66
204216.9114.05-2.86
----
0.050.730.68
204316.9014.07-2.83
----
0.050.750.70
204416.8914.10-2.79
----
0.060.780.72
204516.8814.12-2.76
----
0.070.800.74
204616.8714.15-2.73
----
0.070.830.75
204716.8714.17-2.70
----
0.080.850.77
204816.8814.20-2.68
----
0.090.880.79
204916.8814.22-2.66
----
0.100.900.80
205016.8914.24-2.65
----
0.110.920.82
205116.9114.27-2.64
----
0.120.940.83
205216.9314.29-2.64
----
0.130.970.84
205316.9714.32-2.65
----
0.140.990.85
205417.0014.34-2.66
----
0.151.010.87
205517.0514.37-2.68
----
0.161.030.88
205617.1014.39-2.71
----
0.171.050.89
205717.1614.41-2.75
----
0.181.070.89
205817.2214.42-2.80
----
0.191.070.88
205917.2914.43-2.86
----
0.211.070.87
206017.3614.43-2.93
----
0.221.080.86
206117.4414.44-3.00
----
0.231.080.85
206217.5114.45-3.06
----
0.241.080.84
206317.5914.45-3.13
----
0.261.080.82
206417.6614.46-3.20
----
0.271.080.81
206517.7414.47-3.27
----
0.281.090.80
206617.8214.48-3.35
----
0.301.090.79
206717.9114.48-3.42
----
0.311.090.78
206817.9914.49-3.50
----
0.331.090.77
206918.0714.50-3.58
----
0.341.100.76
207018.1614.51-3.65
----
0.351.100.75
207118.2414.51-3.72
----
0.371.100.73
207218.3114.52-3.79
----
0.381.100.72
207318.3814.53-3.85
----
0.391.110.71
207418.4414.53-3.91
----
0.411.110.70
207518.5014.54-3.96
----
0.421.110.69
207618.5414.54-4.00
----
0.431.110.68
207718.5814.55-4.03
----
0.441.120.67
207818.6014.55-4.05
----
0.451.120.67
207918.6114.55-4.06
----
0.461.120.66
208018.6114.55-4.05
----
0.471.120.65
208118.6014.56-4.04
----
0.481.120.64
208218.5814.56-4.02
----
0.491.120.64
208318.5614.56-4.00
----
0.491.130.63
208418.5314.56-3.98
----
0.501.130.63
208518.5014.56-3.95
----
0.511.130.62
208618.4714.55-3.92
----
0.511.130.62
208718.4414.55-3.89
----
0.521.130.61
208818.4214.55-3.87
----
0.531.130.61
208918.4114.55-3.85
----
0.531.130.60
209018.4014.55-3.85
----
0.541.140.60
209118.4114.56-3.85
----
0.541.140.60
209218.4314.56-3.87
----
0.551.140.59
209318.4614.56-3.90
----
0.551.140.59
209418.5014.56-3.93
----
0.561.140.58
209518.5414.57-3.97
----
0.561.140.58

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 17.26% 14.66% -2.60% 2036 0.20% 0.81% 0.61%

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