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
201913.9112.85-1.06
273
0.000.000.00
202013.9412.87-1.07
260
0.000.000.00
202114.0912.90-1.19
245
0.000.000.00
202214.2312.92-1.31
229
0.000.000.00
202314.4012.94-1.46
213
0.000.000.00
202414.5912.97-1.62
197
0.000.000.00
202514.7912.99-1.80
180
0.000.000.00
202614.9913.11-1.88
163
0.000.00-0.00
202715.2013.13-2.06
147
0.010.00-0.01
202815.4413.17-2.27
130
0.010.00-0.01
202915.6413.19-2.45
114
0.020.00-0.02
203015.8313.20-2.62
97
0.020.00-0.02
203116.0013.22-2.78
80
0.030.00-0.03
203216.1513.23-2.92
63
0.040.00-0.04
203316.2813.24-3.04
45
0.040.00-0.04
203416.3813.25-3.13
27
0.050.00-0.05
203516.4613.25-3.20
8
0.060.00-0.05
203616.5213.26-3.26
----
0.060.00-0.06
203716.5913.27-3.32
----
0.070.00-0.07
203816.6413.27-3.37
----
0.080.00-0.07
203916.6813.27-3.41
----
0.080.00-0.08
204016.7013.28-3.43
----
0.090.00-0.08
204116.7013.28-3.43
----
0.090.00-0.09
204216.6913.28-3.41
----
0.100.00-0.10
204316.6613.28-3.39
----
0.100.00-0.10
204416.6313.28-3.36
----
0.110.00-0.11
204516.6013.28-3.33
----
0.120.00-0.11
204616.5713.27-3.30
----
0.120.00-0.12
204716.5513.27-3.28
----
0.130.00-0.12
204816.5413.27-3.26
----
0.130.01-0.13
204916.5213.27-3.25
----
0.140.01-0.13
205016.5113.28-3.23
----
0.140.01-0.14
205116.5113.28-3.23
----
0.150.01-0.14
205216.5113.28-3.24
----
0.150.01-0.14
205316.5313.28-3.25
----
0.150.01-0.15
205416.5413.28-3.26
----
0.160.01-0.15
205516.5713.28-3.29
----
0.160.01-0.16
205616.6113.29-3.32
----
0.170.01-0.16
205716.6513.29-3.36
----
0.170.01-0.16
205816.7013.30-3.40
----
0.170.01-0.17
205916.7513.30-3.45
----
0.180.01-0.17
206016.8113.30-3.50
----
0.180.01-0.17
206116.8613.31-3.55
----
0.180.01-0.17
206216.9213.31-3.61
----
0.180.01-0.18
206316.9713.32-3.66
----
0.190.01-0.18
206417.0313.32-3.71
----
0.190.01-0.18
206517.0913.33-3.76
----
0.190.01-0.18
206617.1513.33-3.82
----
0.190.01-0.18
206717.2113.33-3.87
----
0.200.01-0.19
206817.2713.34-3.93
----
0.200.01-0.19
206917.3313.34-3.99
----
0.200.01-0.19
207017.4013.35-4.05
----
0.200.01-0.19
207117.4513.35-4.10
----
0.200.01-0.19
207217.5013.36-4.15
----
0.200.01-0.19
207317.5513.36-4.19
----
0.200.01-0.19
207417.6013.36-4.23
----
0.200.01-0.20
207517.6413.37-4.27
----
0.210.01-0.20
207617.6713.37-4.30
----
0.210.01-0.20
207717.6813.37-4.31
----
0.210.01-0.20
207817.6913.37-4.32
----
0.210.01-0.20
207917.6813.37-4.31
----
0.210.01-0.20
208017.6713.37-4.30
----
0.210.01-0.20
208117.6513.37-4.28
----
0.210.01-0.20
208217.6313.37-4.26
----
0.210.01-0.20
208317.6113.37-4.24
----
0.210.01-0.20
208417.5913.37-4.22
----
0.210.01-0.20
208517.5613.36-4.20
----
0.210.01-0.20
208617.5513.36-4.18
----
0.210.01-0.20
208717.5413.36-4.18
----
0.210.01-0.20
208817.5413.36-4.17
----
0.210.01-0.20
208917.5513.36-4.18
----
0.210.01-0.20
209017.5713.36-4.20
----
0.210.01-0.20
209117.6013.37-4.23
----
0.210.01-0.20
209217.6413.37-4.27
----
0.210.01-0.20
209317.6913.37-4.31
----
0.210.01-0.20
209417.7413.37-4.36
----
0.210.01-0.20

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
2019-2093 16.72% 13.82% -2.91% 2035 0.13% 0.01% -0.12%

1 Under current law, the year of Trust Fund reserve depletion is 2035.
Based on Intermediate Assumptions of the 2019 Trustees Report.