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
202815.6113.14-2.48
123
-0.01-0.000.01
202915.8413.17-2.67
104
-0.03-0.000.03
203016.0113.19-2.83
85
-0.10-0.010.09
203116.1313.20-2.93
67
-0.16-0.010.15
203216.2213.21-3.01
49
-0.22-0.010.20
203316.2813.21-3.07
30
-0.27-0.020.26
203416.3313.22-3.12
12
-0.32-0.020.30
203516.3713.22-3.15
----
-0.36-0.020.34
203616.4013.23-3.18
----
-0.40-0.020.37
203716.4413.23-3.21
----
-0.42-0.020.40
203816.4813.24-3.24
----
-0.44-0.020.41
203916.5113.24-3.27
----
-0.44-0.030.42
204016.5413.24-3.29
----
-0.44-0.030.42
204116.5913.25-3.34
----
-0.43-0.020.41
204216.6213.25-3.37
----
-0.41-0.020.39
204316.6513.25-3.40
----
-0.39-0.020.37
204416.6813.26-3.42
----
-0.36-0.020.34
204516.7213.26-3.46
----
-0.33-0.020.31
204616.7613.26-3.50
----
-0.30-0.020.28
204716.8213.27-3.55
----
-0.26-0.020.24
204816.8813.27-3.61
----
-0.22-0.010.21
204916.9413.28-3.66
----
-0.18-0.010.17
205017.0113.28-3.72
----
-0.13-0.010.12
205117.0713.29-3.78
----
-0.09-0.010.08
205217.1413.29-3.85
----
-0.05-0.000.04
205317.2113.30-3.91
----
-0.01-0.000.01
205417.2813.30-3.98
----
0.030.00-0.03
205517.3513.31-4.04
----
0.060.00-0.06
205617.4213.31-4.11
----
0.090.01-0.08
205717.4913.32-4.17
----
0.110.01-0.10
205817.5513.33-4.23
----
0.120.01-0.11
205917.6213.33-4.29
----
0.130.01-0.12
206017.6813.34-4.35
----
0.130.01-0.13
206117.7413.34-4.40
----
0.140.01-0.13
206217.8013.35-4.46
----
0.150.01-0.14
206317.8613.35-4.51
----
0.160.01-0.15
206417.9213.35-4.56
----
0.170.01-0.16
206517.9813.36-4.62
----
0.170.01-0.16
206618.0313.36-4.67
----
0.180.01-0.17
206718.0913.37-4.72
----
0.190.01-0.18
206818.1513.37-4.78
----
0.200.01-0.19
206918.2213.38-4.84
----
0.200.01-0.19
207018.2813.38-4.90
----
0.210.01-0.20
207118.3413.39-4.95
----
0.220.01-0.21
207218.4013.39-5.01
----
0.220.01-0.21
207318.4513.40-5.06
----
0.230.01-0.21
207418.5113.40-5.11
----
0.230.01-0.22
207518.5513.40-5.15
----
0.240.01-0.22
207618.5913.41-5.18
----
0.240.01-0.23
207718.6213.41-5.21
----
0.250.01-0.23
207818.6313.41-5.22
----
0.250.02-0.24
207918.6313.41-5.22
----
0.260.02-0.24
208018.6113.41-5.20
----
0.260.02-0.25
208118.5913.41-5.18
----
0.270.02-0.25
208218.5613.41-5.16
----
0.270.02-0.25
208318.5213.41-5.12
----
0.270.02-0.26
208418.4813.40-5.07
----
0.280.02-0.26
208518.4213.40-5.02
----
0.280.02-0.27
208618.3613.40-4.97
----
0.290.02-0.27
208718.3013.39-4.91
----
0.290.02-0.28
208818.2413.39-4.85
----
0.300.02-0.28
208918.1713.39-4.79
----
0.300.02-0.28
209018.1213.38-4.73
----
0.300.02-0.29
209118.0713.38-4.69
----
0.300.02-0.28
209218.0313.38-4.65
----
0.300.02-0.28
209318.0113.38-4.63
----
0.300.02-0.28
209417.9913.38-4.62
----
0.290.02-0.27
209517.9913.38-4.61
----
0.280.02-0.27
209617.9813.38-4.61
----
0.280.02-0.26

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 17.32% 13.78% -3.54% 2034 0.00% 0.00% -0.00%

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