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
202414.6412.98-1.67
200
0.000.000.00
202514.8813.00-1.88
183
0.000.000.00
202615.1113.12-1.99
165
0.000.000.00
202715.3513.15-2.20
148
-0.00-0.000.00
202815.5813.19-2.39
130
-0.00-0.000.00
202915.8313.23-2.60
112
-0.01-0.000.00
203016.0113.24-2.77
94
-0.01-0.000.01
203116.1713.25-2.91
76
-0.02-0.000.02
203216.3013.27-3.04
58
-0.03-0.000.03
203316.4013.27-3.13
40
-0.05-0.000.05
203416.4813.28-3.20
21
-0.07-0.000.07
203516.5213.29-3.23
2
-0.10-0.010.10
203616.5413.29-3.25
----
-0.14-0.010.14
203716.5513.29-3.25
----
-0.19-0.010.18
203816.5413.30-3.24
----
-0.25-0.010.23
203916.5113.30-3.21
----
-0.31-0.020.29
204016.4713.29-3.18
----
-0.38-0.020.35
204116.4113.29-3.12
----
-0.45-0.030.42
204216.3413.29-3.05
----
-0.52-0.030.49
204316.2613.28-2.97
----
-0.59-0.030.56
204416.1613.28-2.88
----
-0.67-0.040.63
204516.0713.28-2.80
----
-0.74-0.040.70
204615.9813.27-2.71
----
-0.82-0.050.77
204715.9013.27-2.64
----
-0.89-0.050.84
204815.8313.26-2.57
----
-0.96-0.060.90
204915.7613.26-2.50
----
-1.02-0.060.96
205015.7013.26-2.44
----
-1.09-0.071.03
205115.6413.25-2.39
----
-1.15-0.071.08
205215.6013.25-2.34
----
-1.21-0.071.14
205315.5613.25-2.31
----
-1.27-0.081.19
205415.5313.25-2.28
----
-1.32-0.081.24
205515.5213.25-2.27
----
-1.37-0.081.29
205615.5113.25-2.26
----
-1.42-0.091.34
205715.5113.25-2.26
----
-1.47-0.091.38
205815.5213.26-2.26
----
-1.51-0.091.42
205915.5413.26-2.28
----
-1.55-0.091.45
206015.5613.26-2.30
----
-1.59-0.101.49
206115.5913.26-2.32
----
-1.62-0.101.52
206215.6213.27-2.35
----
-1.65-0.101.55
206315.6613.27-2.39
----
-1.67-0.101.57
206415.7013.27-2.42
----
-1.70-0.101.59
206515.7413.28-2.46
----
-1.72-0.111.61
206615.7913.28-2.51
----
-1.74-0.111.63
206715.8413.28-2.56
----
-1.75-0.111.65
206815.9013.29-2.61
----
-1.77-0.111.66
206915.9513.29-2.66
----
-1.78-0.111.67
207016.0113.30-2.72
----
-1.79-0.111.68
207116.0713.30-2.77
----
-1.80-0.111.69
207216.1213.30-2.81
----
-1.81-0.111.70
207316.1613.31-2.86
----
-1.82-0.111.71
207416.2113.31-2.90
----
-1.83-0.111.72
207516.2413.31-2.93
----
-1.83-0.111.72
207616.2713.32-2.96
----
-1.84-0.111.73
207716.3013.32-2.98
----
-1.84-0.111.73
207816.3113.32-2.99
----
-1.85-0.111.73
207916.3013.32-2.98
----
-1.85-0.111.73
208016.2913.32-2.97
----
-1.85-0.111.73
208116.2713.32-2.96
----
-1.84-0.111.73
208216.2513.32-2.93
----
-1.84-0.111.73
208316.2313.32-2.91
----
-1.84-0.111.73
208416.2013.31-2.88
----
-1.84-0.111.72
208516.1613.31-2.85
----
-1.83-0.111.72
208616.1313.31-2.82
----
-1.83-0.111.72
208716.1013.31-2.79
----
-1.82-0.111.71
208816.0713.31-2.77
----
-1.82-0.111.71
208916.0613.31-2.75
----
-1.82-0.111.71
209016.0513.30-2.74
----
-1.82-0.111.71
209116.0513.30-2.75
----
-1.82-0.111.71
209216.0613.31-2.76
----
-1.82-0.111.71
209316.0813.31-2.78
----
-1.82-0.111.71
209416.1113.31-2.80
----
-1.83-0.111.71
209516.1413.31-2.83
----
-1.83-0.111.72

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 16.02% 13.79% -2.23% 2035 -1.04% -0.06% 0.98%

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