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
202214.1212.92-1.20
235
-0.13-0.000.12
202314.1812.93-1.24
222
-0.26-0.010.25
202414.2612.96-1.30
208
-0.39-0.020.37
202514.3612.97-1.39
194
-0.52-0.020.49
202614.4713.09-1.38
181
-0.64-0.030.61
202714.5813.11-1.47
168
-0.77-0.040.73
202814.6913.14-1.55
154
-0.89-0.050.85
202914.8213.17-1.65
141
-1.01-0.060.96
203014.8913.18-1.71
129
-1.13-0.061.07
203114.9513.19-1.77
117
-1.23-0.071.17
203215.0013.19-1.80
105
-1.33-0.071.26
203315.0213.20-1.83
93
-1.43-0.081.35
203415.0313.20-1.83
82
-1.52-0.081.43
203515.0313.20-1.83
71
-1.60-0.091.51
203615.0213.20-1.81
59
-1.67-0.091.58
203715.0013.21-1.79
48
-1.74-0.101.64
203814.9813.21-1.78
37
-1.80-0.101.70
203914.9613.21-1.75
26
-1.86-0.111.75
204014.9413.21-1.73
15
-1.91-0.111.80
204114.9013.21-1.70
3
-1.96-0.111.84
204214.8613.20-1.66
----
-2.00-0.111.88
204314.8213.20-1.62
----
-2.03-0.121.91
204414.7713.20-1.57
----
-2.06-0.121.94
204514.7413.20-1.54
----
-2.08-0.121.96
204614.7013.20-1.50
----
-2.10-0.121.98
204714.6713.20-1.48
----
-2.12-0.121.99
204814.6613.20-1.46
----
-2.13-0.122.01
204914.6413.20-1.45
----
-2.14-0.122.02
205014.6413.20-1.44
----
-2.15-0.122.02
205114.6413.20-1.44
----
-2.15-0.132.03
205214.6513.20-1.45
----
-2.16-0.132.03
205314.6713.20-1.46
----
-2.16-0.132.04
205414.6913.21-1.49
----
-2.17-0.132.04
205514.7213.21-1.51
----
-2.17-0.132.05
205614.7513.21-1.54
----
-2.18-0.132.05
205714.7913.21-1.58
----
-2.18-0.132.06
205814.8413.22-1.62
----
-2.19-0.132.06
205914.8913.22-1.66
----
-2.20-0.132.07
206014.9313.23-1.71
----
-2.21-0.132.08
206114.9813.23-1.75
----
-2.22-0.132.09
206215.0313.23-1.80
----
-2.23-0.132.10
206315.0813.24-1.85
----
-2.24-0.132.11
206415.1313.24-1.89
----
-2.26-0.132.12
206515.1913.25-1.94
----
-2.27-0.132.14
206615.2413.25-1.99
----
-2.29-0.142.15
206715.2913.25-2.04
----
-2.30-0.142.16
206815.3513.26-2.09
----
-2.32-0.142.18
206915.4013.26-2.14
----
-2.33-0.142.19
207015.4613.27-2.19
----
-2.35-0.142.21
207115.5113.27-2.24
----
-2.36-0.142.22
207215.5513.27-2.28
----
-2.37-0.142.23
207315.6013.28-2.32
----
-2.39-0.142.25
207415.6313.28-2.35
----
-2.40-0.142.26
207515.6713.28-2.38
----
-2.41-0.142.27
207615.6913.29-2.40
----
-2.42-0.142.28
207715.7013.29-2.42
----
-2.43-0.152.29
207815.7113.29-2.42
----
-2.44-0.152.30
207915.7013.29-2.41
----
-2.45-0.152.30
208015.6813.29-2.39
----
-2.46-0.152.31
208115.6613.29-2.37
----
-2.46-0.152.31
208215.6313.28-2.34
----
-2.47-0.152.32
208315.6013.28-2.31
----
-2.47-0.152.32
208415.5613.28-2.28
----
-2.47-0.152.32
208515.5213.28-2.24
----
-2.47-0.152.33
208615.4813.28-2.21
----
-2.47-0.152.33
208715.4513.27-2.18
----
-2.47-0.152.33
208815.4213.27-2.15
----
-2.47-0.152.32
208915.4013.27-2.13
----
-2.47-0.152.32
209015.3913.27-2.12
----
-2.47-0.152.32
209115.4013.27-2.13
----
-2.47-0.152.32
209215.4113.27-2.14
----
-2.47-0.152.32
209315.4313.27-2.16
----
-2.47-0.152.33
209415.4613.27-2.19
----
-2.48-0.152.33
209515.4913.28-2.22
----
-2.48-0.152.33

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 15.16% 13.74% -1.42% 2041 -1.90% -0.11% 1.79%

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