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
202214.4712.94-1.53
229
0.220.01-0.21
202314.6612.95-1.70
212
0.220.01-0.21
202414.8712.99-1.89
194
0.230.01-0.22
202515.1113.01-2.10
176
0.230.01-0.22
202615.3513.14-2.21
157
0.230.01-0.22
202715.5813.16-2.42
139
0.240.01-0.23
202815.8213.20-2.62
120
0.240.01-0.23
202916.0813.24-2.84
101
0.240.01-0.23
203016.2713.26-3.01
82
0.250.01-0.23
203116.4413.27-3.17
63
0.250.01-0.24
203216.5813.28-3.30
44
0.250.01-0.24
203316.7113.29-3.41
24
0.250.01-0.24
203416.8113.30-3.51
4
0.250.01-0.24
203516.8813.31-3.58
----
0.260.01-0.24
203616.9413.31-3.63
----
0.260.01-0.24
203717.0013.32-3.68
----
0.260.01-0.24
203817.0413.32-3.72
----
0.260.01-0.24
203917.0813.33-3.75
----
0.260.01-0.25
204017.1113.33-3.78
----
0.260.01-0.25
204117.1213.33-3.79
----
0.260.01-0.25
204217.1213.33-3.79
----
0.260.01-0.25
204317.1113.33-3.78
----
0.260.01-0.25
204417.0913.33-3.76
----
0.260.01-0.25
204517.0813.33-3.74
----
0.260.01-0.25
204617.0613.33-3.73
----
0.260.01-0.25
204717.0513.33-3.72
----
0.260.01-0.25
204817.0513.33-3.71
----
0.260.01-0.25
204917.0413.34-3.71
----
0.260.01-0.25
205017.0513.34-3.71
----
0.260.01-0.25
205117.0513.34-3.71
----
0.260.01-0.25
205217.0713.34-3.73
----
0.260.01-0.25
205317.0913.34-3.75
----
0.260.01-0.25
205417.1213.35-3.77
----
0.260.01-0.25
205517.1513.35-3.81
----
0.260.01-0.25
205617.1913.35-3.84
----
0.260.01-0.25
205717.2413.36-3.88
----
0.260.01-0.25
205817.2913.36-3.93
----
0.260.01-0.25
205917.3513.37-3.98
----
0.260.01-0.25
206017.4113.37-4.04
----
0.270.01-0.25
206117.4713.38-4.09
----
0.270.01-0.25
206217.5313.38-4.15
----
0.270.01-0.25
206317.6013.39-4.21
----
0.270.01-0.25
206417.6613.39-4.27
----
0.270.02-0.25
206517.7313.40-4.33
----
0.270.02-0.26
206617.8013.40-4.40
----
0.270.02-0.26
206717.8713.41-4.46
----
0.270.02-0.26
206817.9413.41-4.53
----
0.270.02-0.26
206918.0113.42-4.59
----
0.270.02-0.26
207018.0813.42-4.66
----
0.280.02-0.26
207118.1513.43-4.72
----
0.280.02-0.26
207218.2113.43-4.78
----
0.280.02-0.26
207318.2613.43-4.83
----
0.280.02-0.26
207418.3113.44-4.88
----
0.280.02-0.26
207518.3613.44-4.92
----
0.280.02-0.26
207618.3913.45-4.95
----
0.280.02-0.26
207718.4213.45-4.97
----
0.280.02-0.26
207818.4313.45-4.98
----
0.280.02-0.26
207918.4313.45-4.98
----
0.280.02-0.26
208018.4213.45-4.97
----
0.280.02-0.26
208118.4013.45-4.95
----
0.280.02-0.26
208218.3713.45-4.93
----
0.280.02-0.26
208318.3513.45-4.90
----
0.280.02-0.26
208418.3113.44-4.87
----
0.280.02-0.26
208518.2713.44-4.83
----
0.280.02-0.26
208618.2413.44-4.80
----
0.280.02-0.26
208718.2013.44-4.76
----
0.280.02-0.26
208818.1713.44-4.74
----
0.280.02-0.26
208918.1513.43-4.72
----
0.280.02-0.26
209018.1413.43-4.71
----
0.280.02-0.26
209118.1513.43-4.71
----
0.280.02-0.26
209218.1613.43-4.72
----
0.280.02-0.26
209318.1813.44-4.75
----
0.280.02-0.26
209418.2213.44-4.78
----
0.280.02-0.26
209518.2513.44-4.81
----
0.280.02-0.26

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 17.32% 13.86% -3.46% 2034 0.26% 0.01% -0.24%

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