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
202214.3013.07-1.23
231
0.000.140.14
202314.4313.19-1.24
215
-0.000.280.28
202414.6413.34-1.30
199
-0.000.400.40
202514.8613.47-1.39
183
0.000.510.51
202615.1113.69-1.41
168
0.000.610.61
202715.3613.81-1.56
153
0.000.710.71
202815.6313.93-1.70
138
0.000.790.79
202915.8814.04-1.83
124
0.000.880.87
203016.1114.14-1.97
110
0.010.950.94
203116.2914.23-2.07
96
0.011.021.01
203216.4514.24-2.20
82
0.011.031.02
203316.5714.26-2.32
68
0.011.031.01
203416.6714.27-2.41
54
0.021.031.01
203516.7514.27-2.48
40
0.021.031.01
203616.8214.28-2.54
26
0.021.031.01
203716.8914.29-2.60
11
0.031.031.01
203816.9414.30-2.65
----
0.031.031.00
203916.9914.30-2.68
----
0.031.041.00
204017.0214.31-2.71
----
0.041.041.00
204117.0614.31-2.75
----
0.051.040.99
204217.0914.32-2.77
----
0.051.040.99
204317.1014.32-2.78
----
0.061.040.99
204417.1114.32-2.79
----
0.071.050.98
204517.1214.33-2.79
----
0.071.050.97
204617.1414.33-2.81
----
0.081.050.97
204717.1714.34-2.83
----
0.091.050.96
204817.2014.34-2.86
----
0.101.050.95
204917.2314.34-2.88
----
0.111.060.94
205017.2614.35-2.91
----
0.121.060.93
205117.3014.35-2.94
----
0.141.060.92
205217.3414.36-2.98
----
0.151.060.91
205317.3814.36-3.02
----
0.161.060.90
205417.4314.37-3.06
----
0.171.070.89
205517.4814.37-3.10
----
0.191.070.88
205617.5414.38-3.16
----
0.201.070.87
205717.6014.39-3.21
----
0.211.070.86
205817.6714.39-3.27
----
0.231.080.85
205917.7414.40-3.33
----
0.241.080.83
206017.8114.41-3.40
----
0.261.080.82
206117.8814.42-3.46
----
0.271.080.81
206217.9414.42-3.52
----
0.291.080.79
206318.0114.43-3.58
----
0.311.090.78
206418.0714.43-3.64
----
0.321.090.77
206518.1414.44-3.70
----
0.331.090.76
206618.2014.45-3.75
----
0.351.090.75
206718.2714.45-3.81
----
0.361.100.73
206818.3314.46-3.87
----
0.381.100.72
206918.4014.47-3.93
----
0.391.100.71
207018.4714.47-4.00
----
0.401.100.70
207118.5414.48-4.06
----
0.421.110.69
207218.6014.48-4.12
----
0.431.110.68
207318.6614.49-4.17
----
0.441.110.67
207418.7214.50-4.23
----
0.451.110.66
207518.7714.50-4.27
----
0.461.110.65
207618.8214.51-4.31
----
0.471.110.65
207718.8414.51-4.33
----
0.481.120.64
207818.8614.51-4.35
----
0.481.120.64
207918.8614.51-4.34
----
0.491.120.63
208018.8514.52-4.33
----
0.491.120.63
208118.8314.52-4.31
----
0.501.120.62
208218.8014.52-4.28
----
0.501.120.62
208318.7514.51-4.24
----
0.501.120.62
208418.7014.51-4.19
----
0.511.120.62
208518.6514.51-4.14
----
0.511.130.62
208618.5914.51-4.08
----
0.511.130.62
208718.5214.50-4.01
----
0.511.130.62
208818.4514.50-3.95
----
0.511.130.62
208918.3814.50-3.88
----
0.511.130.62
209018.3214.49-3.83
----
0.511.130.62
209118.2714.49-3.78
----
0.511.130.62
209218.2414.49-3.75
----
0.511.130.62
209318.2214.49-3.73
----
0.511.130.62
209418.2114.49-3.72
----
0.511.130.62
209518.2114.49-3.72
----
0.511.130.62
209618.2214.49-3.73
----
0.511.130.62

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 17.54% 14.78% -2.76% 2037 0.23% 1.00% 0.77%

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