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
202314.4313.00-1.43
214
0.000.090.09
202414.6413.13-1.51
197
-0.000.190.19
202514.8613.24-1.61
180
-0.000.280.28
202615.1013.46-1.65
163
-0.000.380.38
202715.3613.57-1.79
147
-0.000.470.47
202815.6213.71-1.92
131
-0.000.570.57
202915.8713.83-2.04
116
-0.000.660.67
203016.1113.95-2.16
100
-0.000.760.76
203116.2814.06-2.22
86
-0.000.850.86
203216.4314.17-2.26
71
-0.010.950.95
203316.5514.18-2.37
57
-0.010.950.96
203416.6514.19-2.46
43
-0.010.950.96
203516.7314.20-2.53
28
-0.010.950.96
203616.7914.20-2.59
14
-0.010.950.97
203716.8514.21-2.64
----
-0.020.950.97
203816.9014.21-2.68
----
-0.020.950.97
203916.9314.22-2.71
----
-0.020.950.97
204016.9514.22-2.73
----
-0.020.950.98
204116.9914.22-2.77
----
-0.030.950.98
204217.0114.23-2.78
----
-0.030.950.98
204317.0114.23-2.78
----
-0.030.950.98
204417.0114.23-2.78
----
-0.030.950.99
204517.0114.23-2.78
----
-0.040.950.99
204617.0214.23-2.79
----
-0.040.950.99
204717.0414.24-2.80
----
-0.040.950.99
204817.0614.24-2.82
----
-0.040.950.99
204917.0714.24-2.83
----
-0.040.951.00
205017.0914.24-2.85
----
-0.050.951.00
205117.1114.24-2.87
----
-0.050.951.00
205217.1414.25-2.89
----
-0.050.951.00
205317.1714.25-2.92
----
-0.050.951.00
205417.2014.25-2.95
----
-0.050.951.00
205517.2414.26-2.98
----
-0.050.951.01
205617.2814.26-3.02
----
-0.050.951.01
205717.3314.27-3.06
----
-0.060.951.01
205817.3814.27-3.11
----
-0.060.951.01
205917.4314.28-3.16
----
-0.060.951.01
206017.4914.28-3.21
----
-0.060.951.01
206117.5414.29-3.26
----
-0.060.951.01
206217.5914.29-3.30
----
-0.060.951.01
206317.6414.29-3.35
----
-0.060.951.01
206417.6914.30-3.39
----
-0.060.951.01
206517.7414.30-3.44
----
-0.060.951.01
206617.7914.31-3.49
----
-0.060.951.01
206717.8414.31-3.53
----
-0.060.951.02
206817.8914.32-3.58
----
-0.060.951.02
206917.9514.32-3.63
----
-0.060.951.02
207018.0114.32-3.68
----
-0.060.951.02
207118.0614.33-3.73
----
-0.060.951.02
207218.1114.33-3.78
----
-0.060.951.02
207318.1614.34-3.83
----
-0.060.951.02
207418.2114.34-3.87
----
-0.060.961.02
207518.2514.34-3.91
----
-0.060.961.02
207618.2914.35-3.94
----
-0.060.961.02
207718.3114.35-3.96
----
-0.060.961.02
207818.3114.35-3.96
----
-0.060.961.02
207918.3114.35-3.96
----
-0.060.961.02
208018.2914.35-3.94
----
-0.060.961.02
208118.2714.35-3.92
----
-0.060.961.02
208218.2314.35-3.88
----
-0.060.961.02
208318.1914.35-3.84
----
-0.060.961.02
208418.1414.35-3.79
----
-0.060.961.02
208518.0814.34-3.74
----
-0.060.961.02
208618.0214.34-3.68
----
-0.060.961.02
208717.9514.33-3.62
----
-0.060.961.02
208817.8814.33-3.55
----
-0.060.961.02
208917.8114.33-3.49
----
-0.060.961.02
209017.7614.32-3.43
----
-0.060.961.02
209117.7114.32-3.39
----
-0.060.961.02
209217.6814.32-3.36
----
-0.060.961.02
209317.6614.32-3.34
----
-0.060.961.02
209417.6514.32-3.33
----
-0.060.961.02
209517.6514.32-3.33
----
-0.050.961.02
209617.6514.32-3.33
----
-0.050.961.02

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 17.27% 14.64% -2.63% 2036 -0.04% 0.86% 0.90%

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