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
202114.0512.47-1.58
248
0.00-0.43-0.43
202214.2512.47-1.77
230
-0.00-0.45-0.45
202314.4312.48-1.95
211
-0.00-0.46-0.46
202414.6412.51-2.13
191
-0.01-0.47-0.46
202514.8712.52-2.34
172
-0.01-0.48-0.46
202615.1012.64-2.46
151
-0.02-0.48-0.47
202715.3312.66-2.67
131
-0.02-0.49-0.47
202815.5612.69-2.87
111
-0.02-0.50-0.47
202915.8112.72-3.09
90
-0.03-0.51-0.48
203015.9912.73-3.26
70
-0.03-0.51-0.48
203116.1612.74-3.42
49
-0.03-0.52-0.49
203216.3012.74-3.56
28
-0.03-0.53-0.49
203316.4112.74-3.67
7
-0.04-0.53-0.50
203416.5112.75-3.77
----
-0.04-0.54-0.50
203516.5812.75-3.84
----
-0.04-0.55-0.51
203616.6412.74-3.90
----
-0.04-0.55-0.51
203716.6912.74-3.95
----
-0.05-0.56-0.51
203816.7412.74-4.00
----
-0.05-0.57-0.52
203916.7712.74-4.03
----
-0.05-0.57-0.52
204016.8012.74-4.06
----
-0.05-0.58-0.53
204116.8112.73-4.07
----
-0.05-0.59-0.53
204216.8112.73-4.08
----
-0.05-0.59-0.54
204316.8012.72-4.08
----
-0.05-0.60-0.55
204416.7812.71-4.06
----
-0.05-0.61-0.55
204516.7612.71-4.05
----
-0.05-0.61-0.56
204616.7412.70-4.04
----
-0.06-0.62-0.56
204716.7312.70-4.04
----
-0.06-0.62-0.57
204816.7312.69-4.04
----
-0.06-0.63-0.57
204916.7312.69-4.04
----
-0.06-0.64-0.58
205016.7312.68-4.05
----
-0.06-0.64-0.59
205116.7412.68-4.06
----
-0.06-0.65-0.59
205216.7512.67-4.08
----
-0.06-0.65-0.60
205316.7812.67-4.11
----
-0.06-0.66-0.60
205416.8012.67-4.14
----
-0.06-0.66-0.61
205516.8412.66-4.17
----
-0.06-0.67-0.61
205616.8812.66-4.21
----
-0.06-0.68-0.62
205716.9212.66-4.26
----
-0.06-0.68-0.63
205816.9712.66-4.31
----
-0.06-0.69-0.63
205917.0312.66-4.37
----
-0.06-0.69-0.64
206017.0912.66-4.43
----
-0.06-0.70-0.64
206117.1512.66-4.49
----
-0.06-0.70-0.65
206217.2112.66-4.55
----
-0.06-0.71-0.65
206317.2712.66-4.61
----
-0.06-0.71-0.66
206417.3312.66-4.68
----
-0.06-0.72-0.66
206517.4012.66-4.74
----
-0.06-0.72-0.67
206617.4712.66-4.81
----
-0.06-0.73-0.67
206717.5412.66-4.88
----
-0.06-0.73-0.67
206817.6012.66-4.95
----
-0.06-0.74-0.68
206917.6712.66-5.02
----
-0.06-0.74-0.68
207017.7412.66-5.09
----
-0.06-0.75-0.69
207117.8112.66-5.15
----
-0.06-0.75-0.69
207217.8712.66-5.21
----
-0.06-0.76-0.70
207317.9212.66-5.27
----
-0.06-0.76-0.70
207417.9712.66-5.32
----
-0.06-0.77-0.71
207518.0212.65-5.36
----
-0.06-0.77-0.71
207618.0512.65-5.40
----
-0.06-0.78-0.71
207718.0812.65-5.43
----
-0.06-0.78-0.72
207818.0912.65-5.44
----
-0.06-0.79-0.72
207918.0912.64-5.44
----
-0.06-0.79-0.73
208018.0712.64-5.44
----
-0.06-0.79-0.73
208118.0512.63-5.42
----
-0.06-0.80-0.74
208218.0312.63-5.40
----
-0.06-0.80-0.74
208318.0012.62-5.38
----
-0.06-0.81-0.74
208417.9712.62-5.35
----
-0.06-0.81-0.75
208517.9312.61-5.32
----
-0.06-0.82-0.75
208617.8912.60-5.29
----
-0.06-0.82-0.76
208717.8612.60-5.26
----
-0.06-0.83-0.76
208817.8312.59-5.24
----
-0.06-0.83-0.76
208917.8112.58-5.23
----
-0.06-0.83-0.77
209017.8012.58-5.22
----
-0.06-0.84-0.77
209117.8012.58-5.23
----
-0.06-0.84-0.78
209217.8212.57-5.24
----
-0.06-0.85-0.78
209317.8412.57-5.27
----
-0.06-0.85-0.78
209417.8712.57-5.30
----
-0.06-0.85-0.79
209517.9112.57-5.34
----
-0.06-0.86-0.79

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 17.01% 13.20% -3.81% 2033 -0.05% -0.65% -0.60%

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