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
202214.2712.93-1.35
232
0.030.00-0.02
202314.4612.95-1.51
216
0.030.00-0.02
202414.6712.98-1.69
199
0.030.00-0.02
202514.9013.00-1.91
182
0.030.00-0.02
202615.1413.13-2.01
164
0.030.00-0.02
202715.3713.15-2.22
147
0.030.00-0.02
202815.6113.19-2.42
129
0.030.00-0.02
202915.8613.23-2.63
111
0.030.00-0.02
203016.0513.24-2.80
93
0.030.00-0.02
203116.2113.26-2.96
74
0.030.00-0.02
203216.3613.27-3.09
56
0.030.00-0.02
203316.4813.28-3.20
37
0.030.00-0.02
203416.5813.29-3.29
19
0.030.00-0.02
203516.6513.29-3.36
----
0.020.00-0.02
203616.7113.30-3.41
----
0.020.00-0.02
203716.7613.31-3.46
----
0.020.00-0.02
203816.8113.31-3.50
----
0.020.00-0.02
203916.8413.31-3.53
----
0.020.00-0.02
204016.8713.32-3.55
----
0.020.00-0.02
204116.8813.32-3.56
----
0.020.00-0.02
204216.8813.32-3.56
----
0.020.00-0.02
204316.8713.32-3.55
----
0.020.00-0.02
204416.8513.32-3.53
----
0.020.00-0.02
204516.8413.32-3.52
----
0.020.00-0.02
204616.8213.32-3.50
----
0.020.00-0.02
204716.8113.32-3.49
----
0.020.00-0.02
204816.8113.32-3.49
----
0.020.00-0.02
204916.8013.32-3.48
----
0.020.00-0.02
205016.8113.32-3.48
----
0.020.00-0.02
205116.8113.33-3.49
----
0.020.00-0.02
205216.8313.33-3.50
----
0.020.00-0.02
205316.8513.33-3.52
----
0.020.00-0.02
205416.8813.33-3.54
----
0.020.00-0.02
205516.9113.34-3.57
----
0.020.00-0.02
205616.9513.34-3.61
----
0.020.00-0.02
205716.9913.34-3.65
----
0.020.00-0.02
205817.0413.35-3.70
----
0.020.00-0.01
205917.1013.35-3.75
----
0.020.00-0.01
206017.1613.36-3.80
----
0.020.00-0.01
206117.2213.36-3.86
----
0.010.00-0.01
206217.2813.37-3.91
----
0.010.00-0.01
206317.3413.37-3.97
----
0.010.00-0.01
206417.4113.38-4.03
----
0.010.00-0.01
206517.4713.38-4.09
----
0.010.00-0.01
206617.5413.39-4.15
----
0.010.00-0.01
206717.6113.39-4.22
----
0.010.00-0.01
206817.6813.40-4.28
----
0.010.00-0.01
206917.7513.40-4.35
----
0.010.00-0.01
207017.8213.41-4.41
----
0.010.00-0.01
207117.8813.41-4.47
----
0.010.00-0.01
207217.9413.42-4.53
----
0.010.00-0.01
207318.0013.42-4.58
----
0.010.00-0.01
207418.0513.42-4.63
----
0.010.00-0.01
207518.0913.43-4.67
----
0.010.00-0.01
207618.1313.43-4.70
----
0.010.00-0.01
207718.1513.43-4.72
----
0.010.00-0.01
207818.1713.43-4.73
----
0.010.00-0.01
207918.1613.43-4.73
----
0.010.00-0.01
208018.1513.43-4.72
----
0.010.00-0.01
208118.1313.43-4.70
----
0.010.00-0.01
208218.1113.43-4.67
----
0.010.00-0.01
208318.0813.43-4.65
----
0.010.00-0.01
208418.0513.43-4.62
----
0.010.00-0.01
208518.0113.43-4.58
----
0.010.00-0.01
208617.9713.42-4.55
----
0.010.00-0.01
208717.9413.42-4.51
----
0.010.00-0.01
208817.9113.42-4.49
----
0.010.00-0.01
208917.8913.42-4.47
----
0.010.00-0.01
209017.8813.42-4.46
----
0.010.00-0.01
209117.8813.42-4.46
----
0.010.00-0.01
209217.8913.42-4.47
----
0.010.00-0.01
209317.9213.42-4.50
----
0.010.00-0.01
209417.9513.42-4.53
----
0.010.00-0.01
209517.9913.43-4.56
----
0.010.00-0.01

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 17.08% 13.85% -3.23% 2034 0.02% 0.00% -0.02%

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