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
202214.2512.93-1.32
233
0.000.000.00
202314.4312.94-1.49
217
0.000.000.00
202414.6412.98-1.67
200
0.000.000.00
202514.8813.00-1.88
183
0.000.000.00
202615.1113.12-1.99
165
0.000.000.00
202715.3513.15-2.20
148
-0.00-0.000.00
202815.5813.19-2.39
130
-0.00-0.000.00
202915.8313.23-2.61
112
-0.00-0.000.00
203016.0213.24-2.78
94
-0.00-0.000.00
203116.1913.26-2.93
76
-0.00-0.000.00
203216.3313.27-3.06
58
-0.00-0.000.00
203316.4513.28-3.17
39
-0.01-0.000.01
203416.5413.29-3.26
20
-0.01-0.000.01
203516.6113.29-3.32
1
-0.01-0.000.01
203616.6713.30-3.37
----
-0.02-0.000.02
203716.7213.30-3.41
----
-0.02-0.000.02
203816.7613.31-3.45
----
-0.03-0.000.03
203916.7813.31-3.47
----
-0.03-0.000.03
204016.8113.31-3.49
----
-0.04-0.000.04
204116.8113.32-3.50
----
-0.05-0.000.04
204216.8113.32-3.49
----
-0.05-0.000.05
204316.7913.32-3.48
----
-0.06-0.000.05
204416.7713.32-3.45
----
-0.06-0.000.06
204516.7513.32-3.43
----
-0.07-0.000.06
204616.7313.31-3.41
----
-0.07-0.000.07
204716.7213.32-3.40
----
-0.07-0.000.07
204816.7113.32-3.39
----
-0.08-0.000.07
204916.7013.32-3.39
----
-0.08-0.000.08
205016.7013.32-3.39
----
-0.08-0.000.08
205116.7113.32-3.39
----
-0.08-0.010.08
205216.7213.32-3.40
----
-0.09-0.010.08
205316.7413.32-3.42
----
-0.09-0.010.08
205416.7713.33-3.44
----
-0.09-0.010.08
205516.8013.33-3.47
----
-0.09-0.010.08
205616.8413.33-3.51
----
-0.09-0.010.08
205716.8913.34-3.55
----
-0.09-0.010.08
205816.9413.34-3.60
----
-0.09-0.010.09
205916.9913.35-3.65
----
-0.09-0.010.09
206017.0513.35-3.70
----
-0.09-0.010.09
206117.1113.36-3.76
----
-0.09-0.010.09
206217.1713.36-3.81
----
-0.09-0.010.09
206317.2413.37-3.87
----
-0.09-0.010.09
206417.3013.37-3.93
----
-0.09-0.010.09
206517.3613.37-3.99
----
-0.09-0.010.09
206617.4313.38-4.05
----
-0.09-0.010.09
206717.5013.38-4.11
----
-0.10-0.010.09
206817.5713.39-4.18
----
-0.10-0.010.09
206917.6413.39-4.24
----
-0.10-0.010.09
207017.7113.40-4.31
----
-0.10-0.010.09
207117.7713.40-4.37
----
-0.10-0.010.09
207217.8313.41-4.42
----
-0.10-0.010.09
207317.8913.41-4.47
----
-0.10-0.010.09
207417.9413.42-4.52
----
-0.10-0.010.09
207517.9813.42-4.56
----
-0.10-0.010.09
207618.0213.42-4.59
----
-0.10-0.010.09
207718.0413.43-4.61
----
-0.10-0.010.09
207818.0513.43-4.63
----
-0.10-0.010.09
207918.0513.43-4.62
----
-0.10-0.010.09
208018.0413.43-4.61
----
-0.10-0.010.09
208118.0213.43-4.59
----
-0.10-0.010.09
208218.0013.43-4.57
----
-0.10-0.010.09
208317.9713.42-4.54
----
-0.10-0.010.09
208417.9413.42-4.51
----
-0.10-0.010.09
208517.9013.42-4.48
----
-0.10-0.010.09
208617.8613.42-4.44
----
-0.10-0.010.09
208717.8313.42-4.41
----
-0.10-0.010.09
208817.8013.41-4.39
----
-0.10-0.010.09
208917.7813.41-4.37
----
-0.10-0.010.09
209017.7713.41-4.36
----
-0.10-0.010.09
209117.7713.41-4.36
----
-0.10-0.010.09
209217.7813.41-4.37
----
-0.10-0.010.09
209317.8113.41-4.39
----
-0.10-0.010.09
209417.8413.42-4.42
----
-0.10-0.010.09
209517.8813.42-4.46
----
-0.10-0.010.09

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 17.00% 13.84% -3.15% 2035 -0.06% -0.00% 0.06%

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