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
202013.9412.90-1.04
260
0.000.030.03
202114.0912.96-1.13
245
-0.000.060.06
202214.2313.01-1.22
230
0.000.090.09
202314.4013.06-1.34
215
0.000.120.12
202414.5913.11-1.47
199
0.000.150.15
202514.7913.15-1.63
183
0.000.170.17
202614.9913.30-1.69
167
0.000.190.19
202715.1913.34-1.85
152
0.000.210.21
202815.4413.40-2.04
136
0.000.230.22
202915.6313.43-2.20
121
0.010.240.24
203015.8113.46-2.35
106
0.010.260.25
203115.9813.49-2.49
90
0.010.270.26
203216.1213.52-2.61
75
0.010.290.28
203316.2513.54-2.71
59
0.010.300.29
203416.3413.56-2.78
43
0.020.310.30
203516.4213.58-2.84
27
0.020.330.31
203616.4813.60-2.89
10
0.020.340.31
203716.5513.61-2.93
----
0.030.350.32
203816.6013.63-2.97
----
0.030.360.33
203916.6413.65-2.99
----
0.030.370.34
204016.6613.66-3.00
----
0.040.390.35
204116.6613.67-2.99
----
0.050.400.35
204216.6413.68-2.96
----
0.050.410.36
204316.6113.69-2.92
----
0.060.420.36
204416.5813.70-2.88
----
0.060.430.37
204516.5613.71-2.85
----
0.070.440.37
204616.5313.72-2.81
----
0.080.450.37
204716.5213.73-2.79
----
0.090.460.37
204816.5013.74-2.76
----
0.100.470.37
204916.4913.75-2.74
----
0.110.480.38
205016.4913.77-2.71
----
0.120.500.38
205116.5013.78-2.72
----
0.140.510.37
205216.5113.78-2.74
----
0.150.510.36
205316.5313.78-2.75
----
0.160.510.34
205416.5613.78-2.78
----
0.170.510.33
205516.6013.79-2.82
----
0.190.510.32
205616.6513.79-2.86
----
0.210.510.30
205716.7113.80-2.91
----
0.230.510.28
205816.7713.80-2.97
----
0.240.510.27
205916.8413.81-3.03
----
0.260.510.25
206016.9113.81-3.10
----
0.280.510.23
206116.9813.82-3.17
----
0.300.520.21
206217.0613.82-3.24
----
0.320.520.19
206317.1313.83-3.30
----
0.340.520.17
206417.2013.83-3.37
----
0.360.520.16
206517.2813.84-3.44
----
0.380.520.14
206617.3613.84-3.51
----
0.400.520.12
206717.4413.85-3.59
----
0.420.520.10
206817.5113.85-3.66
----
0.440.520.08
206917.5913.86-3.73
----
0.460.520.07
207017.6713.86-3.81
----
0.480.530.05
207117.7513.87-3.88
----
0.490.530.03
207217.8113.87-3.94
----
0.510.530.02
207317.8813.88-4.00
----
0.530.530.00
207417.9313.88-4.05
----
0.540.53-0.01
207517.9913.89-4.10
----
0.560.53-0.03
207618.0313.89-4.14
----
0.570.53-0.04
207718.0613.89-4.17
----
0.580.53-0.05
207818.0813.89-4.19
----
0.600.53-0.06
207918.0813.89-4.19
----
0.610.53-0.07
208018.0813.89-4.19
----
0.620.53-0.09
208118.0713.89-4.18
----
0.630.53-0.09
208218.0613.89-4.16
----
0.630.53-0.10
208318.0413.89-4.15
----
0.640.53-0.11
208418.0213.89-4.13
----
0.650.53-0.11
208518.0113.89-4.12
----
0.660.53-0.12
208618.0013.89-4.11
----
0.660.53-0.12
208717.9913.89-4.10
----
0.660.54-0.13
208818.0013.89-4.11
----
0.670.54-0.13
208918.0113.89-4.12
----
0.670.54-0.14
209018.0413.89-4.15
----
0.680.54-0.15
209118.0713.89-4.18
----
0.680.54-0.15
209218.1213.89-4.22
----
0.690.54-0.15
209318.1713.90-4.27
----
0.690.54-0.16
209418.2213.90-4.32
----
0.700.54-0.16

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 16.85% 14.22% -2.62% 2036 0.25% 0.41% 0.16%

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