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
202414.6412.94-1.69
196
0.000.000.00
202514.8612.96-1.90
178
0.000.000.00
202615.1013.08-2.03
159
0.000.000.00
202715.3613.10-2.26
141
0.000.000.00
202815.6213.14-2.49
122
-0.00-0.000.00
202915.8713.17-2.70
104
-0.00-0.000.00
203016.1113.19-2.91
85
-0.00-0.000.00
203116.2813.21-3.07
66
-0.01-0.000.01
203216.4313.22-3.21
47
-0.01-0.000.01
203316.5413.23-3.31
27
-0.02-0.000.02
203416.6313.24-3.40
7
-0.03-0.000.02
203516.7013.24-3.46
----
-0.04-0.000.04
203616.7513.25-3.50
----
-0.05-0.000.05
203716.7913.25-3.54
----
-0.07-0.000.07
203816.8213.26-3.57
----
-0.09-0.000.09
203916.8413.26-3.58
----
-0.11-0.010.11
204016.8413.26-3.57
----
-0.14-0.010.14
204116.8513.26-3.58
----
-0.17-0.010.16
204216.8313.27-3.57
----
-0.21-0.010.20
204316.8013.26-3.53
----
-0.24-0.010.23
204416.7613.26-3.50
----
-0.28-0.010.27
204516.7313.26-3.46
----
-0.32-0.020.31
204616.6913.26-3.43
----
-0.37-0.020.35
204716.6613.26-3.40
----
-0.42-0.020.39
204816.6313.26-3.37
----
-0.47-0.020.44
204916.6013.26-3.34
----
-0.52-0.030.49
205016.5613.26-3.30
----
-0.58-0.030.55
205116.5313.26-3.27
----
-0.63-0.030.60
205216.4913.26-3.23
----
-0.69-0.040.66
205316.4613.26-3.20
----
-0.76-0.040.72
205416.4313.26-3.17
----
-0.82-0.040.78
205516.4013.26-3.15
----
-0.89-0.050.84
205616.3813.26-3.12
----
-0.96-0.050.90
205716.3613.26-3.10
----
-1.03-0.060.97
205816.3413.26-3.08
----
-1.10-0.061.04
205916.3213.26-3.06
----
-1.17-0.061.11
206016.3013.26-3.04
----
-1.24-0.071.18
206116.2813.26-3.02
----
-1.32-0.071.24
206216.2613.26-3.00
----
-1.39-0.081.31
206316.2413.26-2.98
----
-1.46-0.081.38
206416.2213.26-2.96
----
-1.54-0.091.45
206516.1913.26-2.94
----
-1.61-0.091.52
206616.1713.26-2.92
----
-1.68-0.091.58
206716.1613.26-2.90
----
-1.75-0.101.65
206816.1413.26-2.88
----
-1.82-0.101.71
206916.1313.26-2.87
----
-1.88-0.111.78
207016.1213.26-2.86
----
-1.94-0.111.83
207116.1213.26-2.86
----
-2.00-0.111.89
207216.1113.26-2.85
----
-2.06-0.121.94
207316.1113.26-2.85
----
-2.12-0.121.99
207416.1113.26-2.85
----
-2.17-0.122.04
207516.1013.26-2.84
----
-2.21-0.132.09
207616.0913.26-2.83
----
-2.26-0.132.13
207716.0713.26-2.81
----
-2.30-0.132.17
207816.0413.26-2.78
----
-2.33-0.132.20
207916.0113.26-2.75
----
-2.36-0.142.23
208015.9713.26-2.71
----
-2.39-0.142.25
208115.9213.26-2.66
----
-2.41-0.142.27
208215.8713.25-2.61
----
-2.43-0.142.29
208315.8113.25-2.56
----
-2.44-0.142.30
208415.7413.25-2.50
----
-2.46-0.142.31
208515.6813.24-2.43
----
-2.46-0.142.32
208615.6113.24-2.37
----
-2.47-0.142.33
208715.5313.23-2.30
----
-2.47-0.142.33
208815.4613.23-2.23
----
-2.47-0.142.33
208915.4013.23-2.17
----
-2.47-0.142.33
209015.3413.22-2.12
----
-2.47-0.142.33
209115.2913.22-2.07
----
-2.47-0.142.33
209215.2613.22-2.04
----
-2.48-0.142.33
209315.2413.22-2.02
----
-2.48-0.142.33
209415.2213.21-2.01
----
-2.48-0.142.34
209515.2213.21-2.00
----
-2.48-0.142.34
209615.2213.22-2.00
----
-2.49-0.142.34

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 16.24% 13.72% -2.52% 2034 -1.07% -0.06% 1.01%

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