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
202214.1112.92-1.19
235
-0.14-0.010.13
202314.1612.93-1.23
222
-0.27-0.010.26
202414.2312.96-1.27
208
-0.41-0.020.40
202514.3312.97-1.36
195
-0.55-0.020.53
202614.4313.09-1.34
182
-0.69-0.030.65
202714.5313.11-1.42
169
-0.82-0.040.78
202814.6313.14-1.49
156
-0.95-0.050.90
202914.7513.17-1.58
144
-1.08-0.061.02
203014.8213.18-1.64
131
-1.20-0.071.14
203114.8713.18-1.69
120
-1.31-0.071.24
203214.9113.19-1.72
108
-1.42-0.081.34
203314.9313.19-1.74
97
-1.52-0.081.43
203414.9413.20-1.74
86
-1.61-0.091.52
203514.9313.20-1.73
76
-1.70-0.101.60
203614.9113.20-1.71
65
-1.78-0.101.68
203714.8913.20-1.69
54
-1.85-0.101.74
203814.8713.20-1.67
44
-1.92-0.111.81
203914.8413.20-1.64
33
-1.98-0.111.86
204014.8213.20-1.62
23
-2.03-0.121.91
204114.7813.20-1.58
13
-2.08-0.121.96
204214.7413.20-1.54
2
-2.12-0.122.00
204314.6913.20-1.50
----
-2.16-0.122.03
204414.6513.19-1.45
----
-2.19-0.132.06
204514.6113.19-1.42
----
-2.21-0.132.08
204614.5713.19-1.38
----
-2.23-0.132.10
204714.5413.19-1.35
----
-2.25-0.132.12
204814.5313.19-1.34
----
-2.26-0.132.13
204914.5113.19-1.32
----
-2.27-0.132.14
205014.5113.19-1.32
----
-2.28-0.132.15
205114.5113.19-1.32
----
-2.29-0.132.15
205214.5213.19-1.32
----
-2.29-0.132.16
205314.5313.19-1.34
----
-2.30-0.132.16
205414.5613.20-1.36
----
-2.30-0.132.17
205514.5913.20-1.39
----
-2.31-0.132.17
205614.6213.20-1.42
----
-2.31-0.142.18
205714.6613.21-1.45
----
-2.32-0.142.18
205814.7013.21-1.49
----
-2.33-0.142.19
205914.7513.21-1.54
----
-2.33-0.142.20
206014.8013.22-1.58
----
-2.34-0.142.21
206114.8513.22-1.63
----
-2.36-0.142.22
206214.9013.23-1.67
----
-2.37-0.142.23
206314.9513.23-1.72
----
-2.38-0.142.24
206415.0013.23-1.76
----
-2.40-0.142.25
206515.0513.24-1.81
----
-2.41-0.142.27
206615.1013.24-1.86
----
-2.43-0.142.28
206715.1513.25-1.91
----
-2.44-0.142.30
206815.2113.25-1.96
----
-2.46-0.152.31
206915.2613.25-2.01
----
-2.47-0.152.33
207015.3113.26-2.06
----
-2.49-0.152.34
207115.3713.26-2.10
----
-2.50-0.152.36
207215.4113.26-2.14
----
-2.52-0.152.37
207315.4513.27-2.18
----
-2.53-0.152.38
207415.4913.27-2.22
----
-2.55-0.152.40
207515.5213.27-2.24
----
-2.56-0.152.41
207615.5413.28-2.27
----
-2.57-0.152.42
207715.5613.28-2.28
----
-2.58-0.152.43
207815.5613.28-2.28
----
-2.59-0.152.44
207915.5513.28-2.27
----
-2.60-0.162.45
208015.5313.28-2.25
----
-2.61-0.162.45
208115.5113.28-2.23
----
-2.61-0.162.46
208215.4813.28-2.20
----
-2.62-0.162.46
208315.4513.27-2.17
----
-2.62-0.162.46
208415.4113.27-2.14
----
-2.62-0.162.47
208515.3713.27-2.10
----
-2.62-0.162.47
208615.3313.27-2.07
----
-2.62-0.162.47
208715.3013.26-2.04
----
-2.62-0.162.47
208815.2713.26-2.01
----
-2.62-0.162.47
208915.2513.26-1.99
----
-2.62-0.162.47
209015.2413.26-1.98
----
-2.62-0.162.47
209115.2513.26-1.99
----
-2.62-0.162.47
209215.2613.26-2.00
----
-2.62-0.162.47
209315.2813.26-2.02
----
-2.62-0.162.47
209415.3113.26-2.05
----
-2.63-0.162.47
209515.3413.27-2.08
----
-2.63-0.162.47

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 15.04% 13.73% -1.31% 2042 -2.02% -0.12% 1.90%

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