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
202214.2513.92-0.33
233
0.000.990.99
202314.4313.99-0.44
223
-0.001.051.05
202414.6414.05-0.59
213
-0.001.081.08
202514.8814.11-0.77
203
-0.001.111.11
202615.1114.27-0.84
192
-0.001.151.15
202715.3514.33-1.01
181
-0.001.181.18
202815.5814.41-1.17
169
-0.001.221.22
202915.8314.49-1.34
158
-0.001.261.26
203016.0214.54-1.48
147
-0.001.301.30
203116.1914.59-1.59
136
0.001.341.34
203216.3314.64-1.69
125
0.001.381.38
203316.4514.69-1.76
114
0.001.421.42
203416.5514.74-1.81
104
0.001.461.46
203516.6314.79-1.84
94
0.001.501.50
203616.6914.84-1.85
84
0.001.541.54
203716.7414.89-1.85
73
0.001.591.58
203816.7914.94-1.85
63
0.011.641.63
203916.8215.00-1.83
53
0.011.681.68
204016.8515.05-1.80
43
0.011.741.73
204116.8715.11-1.76
33
0.011.791.78
204216.8715.16-1.71
23
0.011.841.83
204316.8615.22-1.64
13
0.011.901.89
204416.8415.27-1.57
4
0.011.961.95
204516.8315.34-1.49
----
0.012.022.00
204616.8115.40-1.42
----
0.012.082.07
204716.8015.46-1.34
----
0.012.142.13
204816.8015.53-1.27
----
0.012.212.20
204916.8015.60-1.20
----
0.022.282.27
205016.8015.66-1.15
----
0.022.332.32
205116.8115.66-1.15
----
0.022.342.32
205216.8315.67-1.16
----
0.022.342.32
205316.8515.67-1.18
----
0.022.342.32
205416.8815.67-1.21
----
0.022.342.32
205516.9215.68-1.24
----
0.022.342.32
205616.9615.68-1.27
----
0.022.342.32
205717.0015.69-1.31
----
0.032.352.32
205817.0615.69-1.36
----
0.032.352.32
205917.1115.70-1.41
----
0.032.352.32
206017.1715.71-1.47
----
0.032.352.32
206117.2415.71-1.52
----
0.032.352.32
206217.3015.72-1.58
----
0.032.352.32
206317.3615.72-1.64
----
0.032.352.32
206417.4315.73-1.70
----
0.032.362.32
206517.4915.74-1.76
----
0.042.362.32
206617.5615.74-1.82
----
0.042.362.32
206717.6315.75-1.88
----
0.042.362.32
206817.7015.76-1.95
----
0.042.362.32
206917.7715.76-2.01
----
0.042.362.32
207017.8515.77-2.08
----
0.042.362.32
207117.9115.78-2.14
----
0.042.362.32
207217.9715.78-2.19
----
0.042.372.32
207318.0315.79-2.24
----
0.042.372.32
207418.0815.79-2.29
----
0.052.372.32
207518.1315.80-2.33
----
0.052.372.32
207618.1615.80-2.36
----
0.052.372.33
207718.1915.81-2.38
----
0.052.372.33
207818.2015.81-2.39
----
0.052.372.33
207918.2015.81-2.39
----
0.052.382.33
208018.1915.81-2.38
----
0.052.382.33
208118.1715.81-2.36
----
0.052.382.33
208218.1415.81-2.33
----
0.052.382.33
208318.1215.81-2.30
----
0.052.382.33
208418.0815.81-2.27
----
0.052.382.33
208518.0515.81-2.24
----
0.052.382.33
208618.0115.81-2.20
----
0.052.392.33
208717.9815.81-2.17
----
0.052.392.34
208817.9515.81-2.14
----
0.052.392.34
208917.9315.81-2.12
----
0.052.392.34
209017.9215.81-2.11
----
0.052.392.34
209117.9215.81-2.11
----
0.052.392.34
209217.9315.81-2.12
----
0.052.392.34
209317.9615.82-2.14
----
0.052.402.34
209417.9915.82-2.17
----
0.052.402.34
209518.0315.82-2.20
----
0.052.402.34

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
2020-2094 17.08% 15.80% -1.29% 2044 0.02% 1.95% 1.92%

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