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
202414.9412.96-1.98
192
0.300.01-0.29
202515.1512.97-2.17
173
0.290.01-0.28
202615.3913.09-2.29
153
0.280.02-0.27
202715.6313.12-2.51
134
0.260.02-0.25
202815.8613.15-2.71
114
0.240.01-0.22
202916.0813.18-2.90
95
0.210.01-0.20
203016.3013.20-3.10
75
0.190.01-0.18
203116.4513.22-3.24
56
0.170.01-0.16
203216.5813.23-3.36
36
0.150.01-0.14
203316.6913.24-3.45
16
0.130.01-0.12
203416.7713.24-3.53
----
0.110.01-0.10
203516.8313.25-3.58
----
0.090.01-0.09
203616.8813.26-3.62
----
0.080.01-0.07
203716.9213.26-3.66
----
0.060.00-0.05
203816.9513.27-3.68
----
0.040.00-0.03
203916.9713.27-3.70
----
0.020.00-0.02
204016.9913.27-3.72
----
0.010.00-0.01
204117.0213.27-3.74
----
0.000.000.00
204217.0313.28-3.75
----
-0.010.000.01
204317.0313.28-3.75
----
-0.010.000.01
204417.0313.28-3.75
----
-0.020.000.02
204517.0213.28-3.74
----
-0.03-0.000.03
204617.0213.28-3.74
----
-0.03-0.000.03
204717.0413.28-3.75
----
-0.04-0.000.04
204817.0513.28-3.77
----
-0.05-0.000.05
204917.0613.29-3.78
----
-0.06-0.000.05
205017.0813.29-3.79
----
-0.06-0.000.06
205117.1013.29-3.80
----
-0.07-0.000.06
205217.1213.29-3.83
----
-0.07-0.000.07
205317.1513.30-3.85
----
-0.07-0.000.07
205417.1813.30-3.88
----
-0.07-0.000.07
205517.2213.30-3.92
----
-0.07-0.000.07
205617.2613.31-3.95
----
-0.08-0.000.07
205717.3013.31-3.99
----
-0.08-0.000.08
205817.3513.31-4.03
----
-0.09-0.000.09
205917.4013.32-4.08
----
-0.10-0.000.09
206017.4513.32-4.12
----
-0.10-0.000.10
206117.5013.33-4.17
----
-0.10-0.000.10
206217.5513.33-4.22
----
-0.10-0.000.10
206317.6013.34-4.26
----
-0.11-0.000.10
206417.6413.34-4.30
----
-0.11-0.010.10
206517.6913.34-4.35
----
-0.11-0.010.10
206617.7413.35-4.39
----
-0.11-0.010.11
206717.7913.35-4.44
----
-0.11-0.010.11
206817.8413.36-4.49
----
-0.11-0.010.11
206917.9013.36-4.54
----
-0.11-0.010.11
207017.9613.36-4.59
----
-0.11-0.010.11
207118.0113.37-4.64
----
-0.11-0.010.11
207218.0613.37-4.69
----
-0.11-0.010.11
207318.1113.38-4.73
----
-0.12-0.010.11
207418.1513.38-4.77
----
-0.12-0.010.12
207518.1913.38-4.80
----
-0.13-0.010.12
207618.2113.39-4.83
----
-0.13-0.010.13
207718.2313.39-4.84
----
-0.14-0.010.13
207818.2413.39-4.85
----
-0.14-0.010.13
207918.2313.39-4.84
----
-0.14-0.010.13
208018.2113.39-4.82
----
-0.14-0.010.14
208118.1813.39-4.79
----
-0.15-0.010.14
208218.1413.39-4.76
----
-0.15-0.010.14
208318.1013.38-4.71
----
-0.15-0.010.15
208418.0413.38-4.66
----
-0.16-0.010.15
208517.9813.38-4.60
----
-0.16-0.010.15
208617.9213.37-4.55
----
-0.16-0.010.15
208717.8613.37-4.49
----
-0.15-0.010.14
208817.7913.36-4.43
----
-0.15-0.010.14
208917.7313.36-4.37
----
-0.14-0.010.13
209017.6813.36-4.32
----
-0.13-0.010.13
209117.6413.36-4.28
----
-0.13-0.010.12
209217.6013.35-4.25
----
-0.13-0.010.12
209317.5813.35-4.23
----
-0.13-0.010.12
209417.5713.35-4.22
----
-0.13-0.010.12
209517.5713.35-4.22
----
-0.13-0.010.12
209617.5813.35-4.22
----
-0.13-0.010.12

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 17.29% 13.78% -3.51% 2033 -0.03% -0.00% 0.03%

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