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
202214.2512.99-1.26
233
0.000.070.07
202314.4313.09-1.34
217
-0.000.150.15
202414.6413.20-1.45
201
-0.000.220.22
202514.8813.28-1.60
186
0.000.290.29
202615.1113.47-1.64
170
0.000.350.35
202715.3513.56-1.79
154
0.000.410.41
202815.5913.66-1.93
139
0.000.470.47
202915.8413.75-2.09
124
0.000.520.52
203016.0313.82-2.21
108
0.010.580.57
203116.2013.89-2.31
94
0.010.630.62
203216.3513.94-2.40
79
0.010.680.67
203316.4714.00-2.47
64
0.020.720.71
203416.5714.05-2.52
50
0.020.760.75
203516.6514.10-2.55
35
0.020.810.78
203616.7114.15-2.57
20
0.030.850.82
203716.7714.19-2.58
5
0.030.890.85
203816.8314.24-2.59
----
0.040.930.89
203916.8614.28-2.59
----
0.050.960.92
204016.9014.32-2.59
----
0.051.000.95
204116.9214.35-2.57
----
0.061.030.97
204216.9314.39-2.54
----
0.071.071.00
204316.9314.42-2.51
----
0.081.101.02
204416.9214.45-2.47
----
0.091.131.05
204516.9114.48-2.43
----
0.101.161.07
204616.9114.51-2.39
----
0.111.191.09
204716.9114.54-2.37
----
0.121.221.11
204816.9214.57-2.34
----
0.131.251.12
204916.9314.60-2.32
----
0.141.281.14
205016.9414.63-2.31
----
0.151.311.15
205116.9614.66-2.30
----
0.171.341.17
205216.9914.69-2.30
----
0.181.361.18
205317.0314.72-2.31
----
0.201.391.19
205417.0714.75-2.32
----
0.211.411.20
205517.1214.77-2.34
----
0.231.441.21
205617.1714.80-2.37
----
0.241.461.22
205717.2414.83-2.40
----
0.261.491.23
205817.3014.86-2.44
----
0.281.511.24
205917.3814.89-2.49
----
0.291.541.24
206017.4514.91-2.54
----
0.311.561.25
206117.5314.94-2.59
----
0.331.581.25
206217.6114.97-2.64
----
0.351.601.26
206317.6914.99-2.70
----
0.361.621.26
206417.7715.02-2.75
----
0.381.641.26
206517.8615.05-2.81
----
0.401.661.26
206617.9415.07-2.87
----
0.421.681.27
206718.0315.09-2.94
----
0.441.701.27
206818.1215.12-3.00
----
0.461.721.27
206918.2115.14-3.07
----
0.481.741.27
207018.3015.17-3.13
----
0.491.761.27
207118.3815.19-3.19
----
0.511.781.27
207218.4615.21-3.25
----
0.531.801.27
207318.5315.23-3.30
----
0.551.821.27
207418.6015.26-3.35
----
0.571.831.27
207518.6615.28-3.39
----
0.581.851.27
207618.7115.30-3.42
----
0.601.871.27
207718.7515.31-3.44
----
0.621.881.27
207818.7815.33-3.45
----
0.631.901.27
207918.7915.35-3.45
----
0.641.911.27
208018.8015.36-3.43
----
0.661.931.27
208118.7915.38-3.41
----
0.671.941.27
208218.7815.39-3.39
----
0.681.961.28
208318.7615.40-3.36
----
0.691.971.28
208418.7415.41-3.32
----
0.701.991.28
208518.7115.43-3.28
----
0.712.001.29
208618.6815.44-3.24
----
0.722.011.29
208718.6515.45-3.21
----
0.732.021.29
208818.6415.46-3.18
----
0.742.041.30
208918.6215.47-3.16
----
0.752.051.30
209018.6215.48-3.14
----
0.762.061.30
209118.6415.49-3.14
----
0.772.071.31
209218.6615.50-3.15
----
0.782.091.31
209318.6915.52-3.17
----
0.792.101.31
209418.7415.53-3.20
----
0.802.111.31
209518.7815.54-3.24
----
0.812.121.31

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 17.35% 15.12% -2.23% 2037 0.29% 1.27% 0.99%

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