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
202114.1112.31-1.81
253
0.000.000.00
202214.3012.93-1.38
231
0.000.000.00
202314.4312.91-1.52
214
0.000.000.00
202414.6412.94-1.69
196
0.000.000.00
202514.8612.96-1.90
178
0.000.000.00
202615.1013.08-2.03
159
0.000.000.00
202715.3613.10-2.26
141
0.000.000.00
202815.6213.14-2.49
122
0.000.000.00
202915.8713.17-2.70
104
0.000.000.00
203016.1113.19-2.92
85
0.000.000.00
203116.2813.21-3.08
66
-0.00-0.000.00
203216.4413.22-3.22
46
-0.00-0.000.00
203316.5613.23-3.33
27
-0.00-0.000.00
203416.6513.24-3.42
7
-0.00-0.000.00
203516.7313.24-3.49
----
-0.01-0.000.01
203616.7913.25-3.54
----
-0.01-0.000.01
203716.8513.26-3.59
----
-0.01-0.000.01
203816.8913.26-3.63
----
-0.02-0.000.02
203916.9213.26-3.66
----
-0.03-0.000.03
204016.9413.27-3.67
----
-0.04-0.000.04
204116.9713.27-3.70
----
-0.05-0.000.05
204216.9713.27-3.70
----
-0.07-0.000.06
204316.9613.27-3.69
----
-0.08-0.000.08
204416.9413.27-3.67
----
-0.10-0.010.10
204516.9313.27-3.66
----
-0.12-0.010.11
204616.9113.27-3.64
----
-0.14-0.010.13
204716.9113.27-3.64
----
-0.17-0.010.16
204816.9113.27-3.63
----
-0.19-0.010.18
204916.9013.28-3.62
----
-0.22-0.010.21
205016.8913.28-3.61
----
-0.25-0.010.23
205116.8813.28-3.60
----
-0.28-0.020.26
205216.8813.28-3.60
----
-0.31-0.020.29
205316.8713.28-3.60
----
-0.35-0.020.33
205416.8713.28-3.59
----
-0.38-0.020.36
205516.8813.28-3.60
----
-0.42-0.020.39
205616.8813.28-3.60
----
-0.45-0.030.43
205716.8913.29-3.61
----
-0.49-0.030.46
205816.9113.29-3.62
----
-0.53-0.030.50
205916.9213.29-3.63
----
-0.57-0.030.54
206016.9413.29-3.64
----
-0.61-0.040.57
206116.9513.29-3.66
----
-0.65-0.040.61
206216.9613.30-3.67
----
-0.69-0.040.65
206316.9713.30-3.67
----
-0.73-0.040.69
206416.9813.30-3.68
----
-0.77-0.050.72
206516.9913.30-3.69
----
-0.81-0.050.76
206617.0013.30-3.70
----
-0.85-0.050.80
206717.0113.30-3.71
----
-0.89-0.050.84
206817.0313.31-3.72
----
-0.93-0.060.87
206917.0413.31-3.73
----
-0.97-0.060.91
207017.0613.31-3.75
----
-1.01-0.060.95
207117.0713.31-3.76
----
-1.05-0.060.99
207217.0813.31-3.77
----
-1.09-0.061.02
207317.1013.31-3.78
----
-1.13-0.071.06
207417.1013.32-3.79
----
-1.17-0.071.10
207517.1113.32-3.79
----
-1.21-0.071.14
207617.1013.32-3.78
----
-1.25-0.071.17
207717.0813.32-3.77
----
-1.28-0.081.21
207817.0613.32-3.74
----
-1.32-0.081.24
207917.0213.31-3.70
----
-1.35-0.081.27
208016.9713.31-3.65
----
-1.39-0.081.30
208116.9113.31-3.60
----
-1.42-0.081.33
208216.8413.31-3.54
----
-1.45-0.091.36
208316.7713.30-3.47
----
-1.48-0.091.39
208416.6913.30-3.39
----
-1.51-0.091.42
208516.6113.29-3.31
----
-1.53-0.091.44
208616.5213.29-3.23
----
-1.56-0.091.46
208716.4313.28-3.15
----
-1.58-0.091.49
208816.3313.28-3.06
----
-1.60-0.101.51
208916.2413.27-2.97
----
-1.63-0.101.53
209016.1613.27-2.90
----
-1.65-0.101.55
209116.0913.26-2.83
----
-1.68-0.101.58
209216.0313.26-2.77
----
-1.70-0.101.60
209315.9813.25-2.73
----
-1.73-0.101.63
209415.9413.25-2.69
----
-1.76-0.111.65
209515.9113.25-2.66
----
-1.79-0.111.68
209615.8813.25-2.63
----
-1.82-0.111.71

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
2021-2095 16.71% 13.74% -2.97% 2034 -0.60% -0.04% 0.57%

1 Under current law, the year of Trust Fund reserve depletion is 2034.
Based on Intermediate Assumptions of the 2021 Trustees Report.