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
-0.00-0.000.00
202314.4312.91-1.52
214
-0.00-0.000.00
202414.6312.94-1.69
196
-0.00-0.000.00
202514.8512.96-1.89
178
-0.01-0.000.01
202615.0913.08-2.01
160
-0.02-0.000.02
202715.3413.10-2.24
141
-0.03-0.000.02
202815.5813.14-2.45
123
-0.04-0.000.04
202915.8213.17-2.65
105
-0.05-0.000.05
203016.0413.19-2.85
86
-0.07-0.000.07
203116.1913.20-2.99
67
-0.09-0.000.09
203216.3313.21-3.12
49
-0.11-0.010.10
203316.4313.22-3.21
30
-0.13-0.010.12
203416.5113.23-3.28
10
-0.14-0.010.14
203516.5813.24-3.34
----
-0.16-0.010.15
203616.6213.24-3.38
----
-0.18-0.010.17
203716.6713.25-3.42
----
-0.19-0.010.18
203816.7113.25-3.46
----
-0.21-0.010.20
203916.7313.25-3.48
----
-0.22-0.010.21
204016.7413.26-3.49
----
-0.23-0.010.22
204116.7713.26-3.51
----
-0.25-0.010.23
204216.7813.26-3.52
----
-0.26-0.010.24
204316.7713.26-3.51
----
-0.27-0.020.26
204416.7613.26-3.50
----
-0.28-0.020.27
204516.7613.26-3.49
----
-0.29-0.020.28
204616.7513.26-3.49
----
-0.30-0.020.29
204716.7613.27-3.50
----
-0.31-0.020.29
204816.7813.27-3.51
----
-0.32-0.020.30
204916.7813.27-3.52
----
-0.33-0.020.31
205016.8013.27-3.53
----
-0.34-0.020.32
205116.8113.27-3.54
----
-0.35-0.020.33
205216.8313.28-3.56
----
-0.35-0.020.33
205316.8613.28-3.58
----
-0.36-0.020.34
205416.8913.28-3.61
----
-0.37-0.020.35
205516.9213.28-3.64
----
-0.37-0.020.35
205616.9613.29-3.67
----
-0.38-0.020.35
205717.0013.29-3.71
----
-0.38-0.020.36
205817.0513.30-3.76
----
-0.38-0.020.36
205917.1013.30-3.80
----
-0.39-0.020.36
206017.1613.31-3.85
----
-0.39-0.020.37
206117.2113.31-3.90
----
-0.39-0.020.37
206217.2613.31-3.95
----
-0.39-0.020.37
206317.3113.32-3.99
----
-0.40-0.020.37
206417.3513.32-4.03
----
-0.40-0.020.37
206517.4013.33-4.08
----
-0.40-0.020.37
206617.4513.33-4.12
----
-0.40-0.020.38
206717.5013.33-4.17
----
-0.40-0.020.38
206817.5513.34-4.22
----
-0.40-0.020.38
206917.6113.34-4.27
----
-0.40-0.020.38
207017.6613.35-4.32
----
-0.41-0.020.38
207117.7113.35-4.37
----
-0.41-0.020.38
207217.7713.35-4.41
----
-0.41-0.020.38
207317.8213.36-4.46
----
-0.41-0.020.39
207417.8613.36-4.50
----
-0.41-0.020.39
207517.9013.36-4.54
----
-0.41-0.020.39
207617.9413.37-4.57
----
-0.41-0.020.39
207717.9613.37-4.59
----
-0.41-0.020.39
207817.9613.37-4.59
----
-0.41-0.020.39
207917.9613.37-4.59
----
-0.41-0.020.39
208017.9413.37-4.57
----
-0.41-0.020.39
208117.9113.37-4.55
----
-0.41-0.020.39
208217.8813.37-4.51
----
-0.41-0.020.39
208317.8413.37-4.47
----
-0.41-0.020.39
208417.7913.36-4.43
----
-0.41-0.020.38
208517.7313.36-4.37
----
-0.41-0.020.38
208617.6713.36-4.32
----
-0.40-0.020.38
208717.6113.35-4.25
----
-0.40-0.020.38
208817.5413.35-4.19
----
-0.40-0.020.38
208917.4713.34-4.13
----
-0.40-0.020.37
209017.4213.34-4.08
----
-0.40-0.020.37
209117.3713.34-4.03
----
-0.40-0.020.37
209217.3413.34-4.00
----
-0.39-0.020.37
209317.3213.34-3.99
----
-0.39-0.020.37
209417.3113.33-3.98
----
-0.39-0.020.37
209517.3113.33-3.97
----
-0.39-0.020.37
209617.3113.34-3.98
----
-0.39-0.020.37

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 17.02% 13.76% -3.26% 2034 -0.29% -0.02% 0.27%

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