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
202314.4312.98-1.45
217
0.000.040.04
202414.6413.06-1.59
200
-0.000.080.08
202514.8813.12-1.76
184
-0.000.120.12
202615.1113.28-1.83
167
-0.000.160.16
202715.3513.34-2.00
150
-0.000.200.20
202815.5813.42-2.16
134
-0.000.230.23
202915.8313.50-2.34
117
-0.000.270.27
203016.0213.55-2.47
100
-0.000.310.31
203116.1913.59-2.59
84
-0.000.340.34
203216.3313.64-2.69
68
-0.000.370.37
203316.4513.68-2.77
52
-0.000.410.41
203416.5513.72-2.83
35
-0.000.440.44
203516.6213.76-2.86
19
-0.000.470.47
203616.6813.80-2.89
2
-0.000.500.50
203716.7413.83-2.90
----
-0.000.530.53
203816.7813.87-2.91
----
-0.000.560.56
203916.8113.90-2.91
----
-0.000.590.59
204016.8413.93-2.91
----
-0.000.620.62
204116.8513.96-2.89
----
-0.000.640.65
204216.8613.99-2.87
----
-0.000.670.67
204316.8414.01-2.83
----
-0.000.700.70
204416.8314.04-2.79
----
-0.000.720.73
204516.8114.07-2.75
----
-0.010.750.75
204616.7914.09-2.70
----
-0.010.770.78
204716.7814.11-2.67
----
-0.010.800.80
204816.7814.14-2.64
----
-0.010.820.83
204916.7814.16-2.61
----
-0.010.840.85
205016.7814.19-2.59
----
-0.010.860.87
205116.7814.21-2.57
----
-0.010.890.90
205216.8014.23-2.56
----
-0.010.910.92
205316.8214.26-2.56
----
-0.010.930.94
205416.8514.28-2.56
----
-0.010.950.96
205516.8814.31-2.57
----
-0.010.970.98
205616.9214.33-2.59
----
-0.010.991.01
205716.9614.36-2.61
----
-0.011.011.03
205817.0114.38-2.63
----
-0.011.031.05
205917.0714.40-2.67
----
-0.021.051.06
206017.1314.40-2.72
----
-0.021.051.06
206117.1914.41-2.78
----
-0.021.051.07
206217.2514.42-2.83
----
-0.021.051.07
206317.3114.42-2.89
----
-0.021.051.07
206417.3714.43-2.95
----
-0.021.051.07
206517.4414.43-3.00
----
-0.021.051.07
206617.5014.44-3.06
----
-0.021.051.08
206717.5714.44-3.13
----
-0.021.051.08
206817.6414.45-3.19
----
-0.031.051.08
206917.7114.45-3.25
----
-0.031.051.08
207017.7814.46-3.32
----
-0.031.051.08
207117.8414.47-3.38
----
-0.031.061.08
207217.9014.47-3.43
----
-0.031.061.09
207317.9514.48-3.48
----
-0.031.061.09
207418.0014.48-3.52
----
-0.031.061.09
207518.0514.48-3.56
----
-0.031.061.09
207618.0814.49-3.59
----
-0.031.061.09
207718.1014.49-3.61
----
-0.031.061.09
207818.1214.49-3.62
----
-0.041.061.10
207918.1114.49-3.62
----
-0.041.061.10
208018.1014.50-3.61
----
-0.041.061.10
208118.0814.50-3.59
----
-0.041.061.10
208218.0614.49-3.56
----
-0.041.061.10
208318.0314.49-3.53
----
-0.041.061.10
208417.9914.49-3.50
----
-0.041.061.10
208517.9614.49-3.46
----
-0.041.071.11
208617.9214.49-3.43
----
-0.041.071.11
208717.8814.49-3.39
----
-0.041.071.11
208817.8514.49-3.37
----
-0.041.071.11
208917.8314.49-3.35
----
-0.041.071.11
209017.8214.49-3.34
----
-0.041.071.11
209117.8214.49-3.34
----
-0.041.071.11
209217.8414.49-3.35
----
-0.041.071.11
209317.8614.49-3.37
----
-0.041.071.11
209417.8914.49-3.40
----
-0.041.071.12
209517.9314.50-3.43
----
-0.051.071.12

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 17.04% 14.60% -2.44% 2036 -0.02% 0.75% 0.77%

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