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
202214.2612.93-1.33
233
0.010.00-0.01
202314.4612.95-1.52
216
0.030.00-0.02
202414.6812.98-1.70
199
0.040.00-0.04
202514.9313.00-1.93
182
0.050.00-0.05
202615.1713.13-2.04
164
0.060.00-0.05
202715.4113.15-2.26
146
0.070.00-0.06
202815.6613.19-2.46
128
0.070.00-0.07
202915.9113.23-2.68
110
0.080.00-0.07
203016.1013.25-2.86
91
0.080.00-0.08
203116.2713.26-3.01
73
0.090.00-0.08
203216.4213.27-3.15
54
0.090.01-0.08
203316.5513.28-3.26
35
0.090.01-0.09
203416.6513.29-3.36
16
0.100.01-0.09
203516.7313.30-3.43
----
0.100.01-0.10
203616.7913.31-3.49
----
0.110.01-0.10
203716.8513.31-3.54
----
0.110.01-0.10
203816.9013.32-3.58
----
0.110.01-0.11
203916.9313.32-3.61
----
0.120.01-0.11
204016.9713.32-3.64
----
0.120.01-0.11
204116.9813.33-3.66
----
0.130.01-0.12
204216.9913.33-3.66
----
0.130.01-0.12
204316.9813.33-3.66
----
0.130.01-0.13
204416.9713.33-3.64
----
0.130.01-0.13
204516.9513.33-3.62
----
0.130.01-0.13
204616.9313.33-3.61
----
0.130.01-0.13
204716.9213.33-3.60
----
0.130.01-0.13
204816.9213.33-3.59
----
0.140.01-0.13
204916.9213.33-3.59
----
0.140.01-0.13
205016.9213.33-3.59
----
0.140.01-0.13
205116.9313.33-3.60
----
0.140.01-0.13
205216.9413.33-3.61
----
0.140.01-0.13
205316.9713.34-3.63
----
0.140.01-0.13
205416.9913.34-3.65
----
0.130.01-0.13
205517.0313.34-3.68
----
0.130.01-0.13
205617.0713.35-3.72
----
0.130.01-0.13
205717.1113.35-3.76
----
0.130.01-0.13
205817.1613.36-3.81
----
0.130.01-0.13
205917.2213.36-3.86
----
0.130.01-0.13
206017.2813.36-3.91
----
0.130.01-0.13
206117.3313.37-3.97
----
0.130.01-0.12
206217.3913.37-4.02
----
0.130.01-0.12
206317.4513.38-4.07
----
0.120.01-0.12
206417.5113.38-4.13
----
0.120.01-0.11
206517.5813.39-4.19
----
0.120.01-0.11
206617.6413.39-4.25
----
0.120.01-0.11
206717.7113.40-4.31
----
0.120.01-0.11
206817.7813.40-4.38
----
0.120.01-0.11
206917.8513.41-4.44
----
0.120.01-0.11
207017.9213.41-4.51
----
0.120.01-0.11
207117.9913.42-4.57
----
0.120.01-0.11
207218.0513.42-4.63
----
0.120.01-0.11
207318.1013.43-4.68
----
0.120.01-0.11
207418.1613.43-4.73
----
0.120.01-0.11
207518.2013.43-4.77
----
0.120.01-0.12
207618.2413.44-4.80
----
0.130.01-0.12
207718.2713.44-4.83
----
0.130.01-0.12
207818.2813.44-4.84
----
0.130.01-0.12
207918.2813.44-4.84
----
0.130.01-0.12
208018.2713.44-4.83
----
0.130.01-0.13
208118.2513.44-4.81
----
0.130.01-0.12
208218.2313.44-4.79
----
0.130.01-0.12
208318.2013.44-4.76
----
0.130.01-0.12
208418.1613.44-4.73
----
0.130.01-0.12
208518.1213.43-4.69
----
0.130.01-0.12
208618.0813.43-4.65
----
0.130.01-0.12
208718.0513.43-4.62
----
0.130.01-0.12
208818.0213.43-4.59
----
0.130.01-0.12
208918.0013.43-4.57
----
0.120.01-0.12
209017.9913.43-4.57
----
0.120.01-0.12
209117.9913.43-4.57
----
0.120.01-0.12
209218.0113.43-4.58
----
0.120.01-0.12
209318.0313.43-4.60
----
0.120.01-0.12
209418.0613.43-4.63
----
0.130.01-0.12
209518.1013.43-4.67
----
0.130.01-0.12

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 17.17% 13.85% -3.32% 2034 0.11% 0.01% -0.10%

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