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
202414.6112.98-1.64
200
-0.03-0.000.03
202514.8112.99-1.82
184
-0.07-0.000.06
202615.0113.12-1.89
167
-0.10-0.010.10
202715.2113.14-2.07
150
-0.14-0.010.13
202815.4113.18-2.23
133
-0.17-0.010.16
202915.6213.21-2.41
116
-0.21-0.010.20
203015.7813.23-2.55
100
-0.25-0.010.23
203115.9113.24-2.67
83
-0.28-0.020.26
203216.0213.25-2.77
66
-0.31-0.020.29
203316.1113.26-2.85
49
-0.34-0.020.32
203416.1813.26-2.92
32
-0.37-0.020.35
203516.2313.27-2.96
14
-0.40-0.020.37
203616.2713.27-2.99
----
-0.42-0.020.40
203716.2913.28-3.02
----
-0.44-0.030.42
203816.3213.28-3.04
----
-0.46-0.030.44
203916.3313.28-3.05
----
-0.48-0.030.46
204016.3413.29-3.06
----
-0.50-0.030.47
204116.3413.29-3.05
----
-0.52-0.030.49
204216.3313.29-3.04
----
-0.53-0.030.50
204316.3113.29-3.02
----
-0.54-0.030.51
204416.2813.29-2.99
----
-0.55-0.030.52
204516.2613.29-2.97
----
-0.56-0.030.53
204616.2313.28-2.95
----
-0.57-0.030.53
204716.2213.28-2.93
----
-0.57-0.030.54
204816.2113.29-2.92
----
-0.58-0.040.54
204916.2013.29-2.92
----
-0.58-0.040.55
205016.2013.29-2.91
----
-0.59-0.040.55
205116.2113.29-2.92
----
-0.59-0.040.55
205216.2213.29-2.93
----
-0.59-0.040.55
205316.2413.29-2.95
----
-0.59-0.040.55
205416.2713.30-2.97
----
-0.59-0.040.55
205516.3013.30-3.00
----
-0.59-0.040.55
205616.3413.30-3.04
----
-0.59-0.040.56
205716.3813.31-3.08
----
-0.59-0.040.56
205816.4413.31-3.12
----
-0.59-0.040.56
205916.4913.32-3.17
----
-0.60-0.040.56
206016.5513.32-3.23
----
-0.60-0.040.56
206116.6013.32-3.28
----
-0.60-0.040.56
206216.6613.33-3.33
----
-0.60-0.040.57
206316.7213.33-3.39
----
-0.61-0.040.57
206416.7813.34-3.45
----
-0.61-0.040.57
206516.8513.34-3.50
----
-0.61-0.040.57
206616.9113.35-3.56
----
-0.62-0.040.58
206716.9713.35-3.62
----
-0.62-0.040.58
206817.0413.36-3.68
----
-0.62-0.040.58
206917.1113.36-3.75
----
-0.63-0.040.59
207017.1713.37-3.81
----
-0.63-0.040.59
207117.2413.37-3.87
----
-0.63-0.040.59
207217.2913.38-3.92
----
-0.64-0.040.60
207317.3413.38-3.96
----
-0.64-0.040.60
207417.3913.38-4.01
----
-0.64-0.040.60
207517.4313.39-4.05
----
-0.65-0.040.61
207617.4613.39-4.07
----
-0.65-0.040.61
207717.4913.39-4.09
----
-0.65-0.040.61
207817.5013.39-4.10
----
-0.66-0.040.61
207917.4913.39-4.10
----
-0.66-0.040.62
208017.4813.39-4.09
----
-0.66-0.040.62
208117.4613.39-4.07
----
-0.66-0.040.62
208217.4313.39-4.04
----
-0.66-0.040.62
208317.4013.39-4.02
----
-0.66-0.040.62
208417.3713.39-3.98
----
-0.66-0.040.62
208517.3313.38-3.95
----
-0.66-0.040.62
208617.3013.38-3.91
----
-0.66-0.040.62
208717.2613.38-3.88
----
-0.66-0.040.62
208817.2413.38-3.86
----
-0.66-0.040.62
208917.2213.38-3.84
----
-0.66-0.040.62
209017.2113.38-3.83
----
-0.66-0.040.62
209117.2113.38-3.83
----
-0.66-0.040.62
209217.2213.38-3.85
----
-0.66-0.040.62
209317.2513.38-3.87
----
-0.66-0.040.62
209417.2813.38-3.90
----
-0.66-0.040.62
209517.3213.38-3.93
----
-0.66-0.040.62

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 16.56% 13.82% -2.74% 2035 -0.50% -0.03% 0.47%

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