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
202013.9213.00-0.92
261
0.000.000.00
202114.0512.90-1.15
248
0.000.000.00
202214.2512.93-1.32
233
0.000.000.00
202314.4312.94-1.49
217
0.000.000.00
202414.6412.98-1.67
200
0.000.000.00
202514.8813.00-1.88
183
0.000.000.00
202615.1113.12-1.99
165
0.000.000.00
202715.3513.15-2.20
148
-0.00-0.000.00
202815.5813.19-2.39
130
-0.00-0.000.00
202915.8313.23-2.60
112
-0.01-0.000.00
203016.0113.24-2.77
94
-0.01-0.000.01
203116.1713.26-2.92
76
-0.02-0.000.02
203216.3113.27-3.04
58
-0.03-0.000.03
203316.4113.28-3.13
40
-0.04-0.000.04
203416.4913.28-3.21
21
-0.06-0.000.06
203516.5413.29-3.26
2
-0.08-0.000.08
203616.5813.29-3.28
----
-0.11-0.010.10
203716.6013.30-3.30
----
-0.14-0.010.13
203816.6113.30-3.31
----
-0.18-0.010.17
203916.6013.30-3.30
----
-0.22-0.010.20
204016.5913.30-3.29
----
-0.26-0.010.24
204116.5513.30-3.25
----
-0.30-0.020.29
204216.5113.30-3.21
----
-0.35-0.020.33
204316.4413.30-3.15
----
-0.41-0.020.38
204416.3713.29-3.08
----
-0.46-0.030.44
204516.3013.29-3.01
----
-0.52-0.030.49
204616.2213.29-2.93
----
-0.58-0.030.55
204716.1513.28-2.86
----
-0.64-0.040.61
204816.0813.28-2.80
----
-0.71-0.040.67
204916.0113.28-2.73
----
-0.78-0.040.73
205015.9413.27-2.67
----
-0.85-0.050.80
205115.8813.27-2.60
----
-0.92-0.050.86
205215.8213.27-2.55
----
-0.99-0.060.93
205315.7713.27-2.50
----
-1.06-0.061.00
205415.7213.27-2.45
----
-1.14-0.071.07
205515.6813.26-2.42
----
-1.21-0.071.14
205615.6413.26-2.38
----
-1.29-0.071.22
205715.6113.26-2.35
----
-1.37-0.081.29
205815.5813.26-2.32
----
-1.44-0.081.36
205915.5613.26-2.30
----
-1.52-0.091.43
206015.5413.26-2.28
----
-1.60-0.091.51
206115.5313.26-2.26
----
-1.68-0.101.58
206215.5113.26-2.25
----
-1.75-0.101.65
206315.5013.26-2.23
----
-1.83-0.111.72
206415.4913.26-2.22
----
-1.91-0.111.79
206515.4813.26-2.21
----
-1.98-0.121.87
206615.4713.26-2.20
----
-2.06-0.121.94
206715.4613.26-2.20
----
-2.13-0.132.01
206815.4513.27-2.19
----
-2.21-0.132.08
206915.4513.27-2.18
----
-2.28-0.132.15
207015.4413.27-2.18
----
-2.36-0.142.22
207115.4413.27-2.17
----
-2.43-0.142.29
207215.4213.27-2.16
----
-2.51-0.152.36
207315.4113.27-2.14
----
-2.58-0.152.43
207415.3813.27-2.12
----
-2.65-0.162.49
207515.3613.26-2.09
----
-2.72-0.162.56
207615.3313.26-2.06
----
-2.79-0.172.62
207715.2813.26-2.02
----
-2.85-0.172.68
207815.2313.26-1.97
----
-2.92-0.172.74
207915.1713.26-1.92
----
-2.98-0.182.80
208015.1013.25-1.85
----
-3.04-0.182.85
208115.0313.25-1.78
----
-3.09-0.182.91
208214.9513.24-1.71
----
-3.14-0.192.96
208314.8713.24-1.63
----
-3.20-0.193.01
208414.7913.23-1.55
----
-3.25-0.193.05
208514.7013.23-1.47
----
-3.30-0.203.10
208614.6113.22-1.39
----
-3.34-0.203.14
208714.5313.22-1.31
----
-3.39-0.203.19
208814.4513.21-1.24
----
-3.44-0.213.24
208914.3813.21-1.17
----
-3.49-0.213.28
209014.3213.21-1.12
----
-3.54-0.213.33
209114.2713.20-1.07
----
-3.60-0.223.38
209214.2313.20-1.03
----
-3.65-0.223.43
209314.2013.20-1.00
----
-3.71-0.223.49
209414.1713.20-0.97
----
-3.77-0.233.54
209514.1513.20-0.95
----
-3.82-0.233.59

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
2020-2094 15.68% 13.77% -1.91% 2035 -1.38% -0.08% 1.30%

1 Under current law, the year of Trust Fund reserve depletion is 2035.
Based on Intermediate Assumptions of the 2020 Trustees Report.