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
202114.0515.991.94
248
0.003.093.09
202214.2416.121.88
254
-0.013.203.20
202314.4316.141.71
259
-0.013.193.20
202414.6416.171.54
262
-0.013.203.20
202514.8716.191.32
264
-0.013.203.20
202615.1016.321.21
264
-0.013.193.20
202715.3416.341.00
264
-0.013.193.20
202815.5716.380.81
263
-0.013.193.20
202915.8216.420.60
262
-0.013.193.21
203016.0116.440.43
261
-0.013.203.21
203116.1716.450.28
260
-0.023.203.21
203216.3216.460.15
259
-0.023.203.21
203316.4316.470.04
259
-0.023.203.22
203416.5316.48-0.05
259
-0.023.203.22
203516.6016.49-0.11
260
-0.023.203.22
203616.6616.50-0.16
261
-0.033.203.22
203716.7116.50-0.21
261
-0.033.203.23
203816.7616.51-0.25
262
-0.033.203.23
203916.7816.51-0.27
263
-0.033.203.23
204016.8116.51-0.30
263
-0.033.203.23
204116.8216.52-0.30
264
-0.043.203.24
204216.8216.52-0.30
264
-0.043.203.24
204316.8116.52-0.29
265
-0.043.203.24
204416.7916.52-0.27
266
-0.053.203.25
204516.7716.52-0.25
267
-0.053.203.25
204616.7516.52-0.23
268
-0.053.203.25
204716.7416.52-0.22
269
-0.053.203.26
204816.7316.52-0.21
270
-0.063.203.26
204916.7216.52-0.20
271
-0.063.203.26
205016.7216.53-0.20
272
-0.063.203.27
205116.7316.53-0.20
273
-0.073.203.27
205216.7416.53-0.21
274
-0.073.203.27
205316.7616.53-0.23
275
-0.073.203.28
205416.7816.54-0.25
275
-0.083.203.28
205516.8116.54-0.27
275
-0.083.203.28
205616.8516.54-0.31
275
-0.083.213.29
205716.8916.55-0.34
275
-0.093.213.29
205816.9416.55-0.39
275
-0.093.213.30
205916.9916.56-0.43
274
-0.093.213.30
206017.0516.56-0.48
273
-0.103.213.30
206117.1116.57-0.54
271
-0.103.213.31
206217.1616.57-0.59
270
-0.103.213.31
206317.2216.58-0.64
268
-0.103.213.31
206417.2816.59-0.70
266
-0.113.213.32
206517.3516.59-0.76
263
-0.113.213.32
206617.4116.60-0.82
260
-0.113.213.32
206717.4816.60-0.88
257
-0.123.213.33
206817.5516.61-0.94
253
-0.123.213.33
206917.6116.61-1.00
249
-0.123.213.33
207017.6816.62-1.06
245
-0.123.213.33
207117.7516.62-1.12
241
-0.123.213.34
207217.8016.63-1.18
236
-0.123.213.34
207317.8616.63-1.22
230
-0.133.223.34
207417.9116.64-1.27
225
-0.133.223.34
207517.9516.64-1.31
220
-0.133.223.35
207617.9916.65-1.34
214
-0.133.223.35
207718.0116.65-1.36
208
-0.133.223.35
207818.0216.65-1.37
202
-0.133.223.35
207918.0216.65-1.37
196
-0.133.223.35
208018.0116.65-1.35
191
-0.133.223.35
208117.9916.65-1.33
185
-0.133.223.35
208217.9616.65-1.31
180
-0.133.223.35
208317.9416.65-1.28
174
-0.133.223.35
208417.9016.65-1.25
169
-0.133.223.36
208517.8716.65-1.21
164
-0.133.233.36
208617.8316.65-1.18
159
-0.133.233.36
208717.7916.65-1.15
154
-0.133.233.36
208817.7716.65-1.12
149
-0.133.233.36
208917.7516.65-1.10
144
-0.133.233.36
209017.7416.65-1.09
139
-0.133.233.36
209117.7416.65-1.09
134
-0.133.233.36
209217.7516.65-1.10
129
-0.133.233.36
209317.7816.65-1.12
124
-0.133.233.36
209417.8116.66-1.15
119
-0.133.233.36
209517.8516.66-1.19
113
-0.133.243.36

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 16.99% 17.01% 0.02% N/A -0.07% 3.16% 3.23%

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