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
202114.0512.93-1.12
248
0.000.030.03
202214.2512.99-1.26
233
-0.000.060.06
202314.4413.04-1.40
217
0.000.090.09
202414.6413.10-1.55
201
0.000.120.12
202514.8813.14-1.74
185
0.000.150.14
202615.1113.29-1.82
168
0.000.170.17
202715.3513.34-2.01
151
0.000.190.19
202815.5913.40-2.19
135
0.000.210.21
202915.8413.45-2.38
118
0.000.230.22
203016.0313.49-2.54
101
0.010.240.24
203116.2013.52-2.68
84
0.010.260.25
203216.3413.54-2.80
68
0.010.280.26
203316.4713.57-2.90
51
0.010.290.28
203416.5713.59-2.98
33
0.010.300.29
203516.6413.61-3.03
16
0.020.320.30
203616.7113.63-3.08
----
0.020.330.31
203716.7613.65-3.12
----
0.020.340.32
203816.8113.66-3.15
----
0.030.350.33
203916.8513.68-3.17
----
0.030.370.33
204016.8813.69-3.19
----
0.030.380.34
204116.9013.71-3.19
----
0.040.390.35
204216.9113.72-3.19
----
0.050.400.35
204316.9013.73-3.17
----
0.050.410.36
204416.8913.74-3.15
----
0.060.420.37
204516.8813.75-3.13
----
0.060.430.37
204616.8713.76-3.11
----
0.070.450.37
204716.8713.78-3.10
----
0.080.460.37
204816.8813.79-3.09
----
0.090.470.38
204916.8913.80-3.09
----
0.100.480.38
205016.9013.81-3.08
----
0.110.490.38
205116.9213.84-3.08
----
0.120.510.39
205216.9513.84-3.11
----
0.140.510.38
205316.9813.84-3.14
----
0.150.520.36
205417.0313.85-3.18
----
0.170.520.35
205517.0713.85-3.22
----
0.180.520.34
205617.1313.86-3.27
----
0.200.520.32
205717.1913.86-3.33
----
0.220.520.30
205817.2713.87-3.40
----
0.240.520.28
205917.3413.87-3.46
----
0.250.520.27
206017.4113.88-3.53
----
0.270.520.25
206117.5013.88-3.61
----
0.290.520.23
206217.5813.89-3.69
----
0.310.520.21
206317.6713.90-3.77
----
0.340.530.19
206417.7513.90-3.85
----
0.360.530.17
206517.8313.91-3.92
----
0.380.530.15
206617.9213.92-4.01
----
0.400.530.13
206718.0113.92-4.09
----
0.420.530.11
206818.1013.93-4.18
----
0.440.530.09
206918.1913.93-4.26
----
0.460.530.07
207018.2813.94-4.34
----
0.480.530.06
207118.3713.95-4.42
----
0.500.540.04
207218.4513.95-4.50
----
0.520.540.02
207318.5213.96-4.56
----
0.540.540.00
207418.5913.96-4.63
----
0.550.54-0.01
207518.6513.97-4.68
----
0.570.54-0.03
207618.7013.97-4.73
----
0.590.54-0.05
207718.7413.97-4.77
----
0.600.54-0.06
207818.7713.98-4.79
----
0.610.54-0.07
207918.7813.98-4.80
----
0.630.54-0.08
208018.7713.98-4.80
----
0.640.54-0.09
208118.7713.98-4.79
----
0.650.55-0.11
208218.7513.98-4.77
----
0.660.55-0.11
208318.7313.98-4.76
----
0.670.55-0.12
208418.7113.97-4.73
----
0.670.55-0.13
208518.6813.97-4.70
----
0.680.55-0.13
208618.6513.97-4.68
----
0.690.55-0.14
208718.6213.97-4.65
----
0.690.55-0.15
208818.5913.97-4.63
----
0.700.55-0.15
208918.5813.97-4.61
----
0.700.55-0.15
209018.5713.96-4.61
----
0.710.55-0.16
209118.5813.97-4.62
----
0.710.55-0.17
209218.6013.97-4.63
----
0.720.55-0.17
209318.6213.97-4.66
----
0.720.55-0.17
209418.6613.97-4.69
----
0.720.55-0.17
209518.7013.97-4.73
----
0.730.55-0.18

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 17.32% 14.27% -3.06% 2035 0.26% 0.42% 0.16%

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