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
202314.4313.09-1.34
214
0.000.180.18
202414.6413.11-1.52
197
-0.000.170.17
202514.8513.12-1.74
180
-0.000.160.16
202615.1013.14-1.97
163
-0.000.060.06
202715.3613.14-2.22
145
-0.000.040.04
202815.6213.16-2.46
126
-0.000.030.03
202915.8713.18-2.69
107
0.000.010.01
203016.1113.19-2.92
88
0.00-0.00-0.00
203116.2813.20-3.09
69
0.00-0.01-0.01
203216.4413.20-3.23
50
0.00-0.01-0.01
203316.5613.21-3.35
30
0.00-0.02-0.02
203416.6613.22-3.44
11
0.00-0.02-0.02
203516.7413.22-3.52
----
0.00-0.02-0.02
203616.8013.22-3.58
----
0.00-0.03-0.03
203716.8613.23-3.64
----
0.00-0.03-0.03
203816.9113.23-3.68
----
0.00-0.03-0.03
203916.9513.23-3.72
----
0.00-0.04-0.04
204016.9813.23-3.75
----
0.00-0.04-0.04
204117.0213.23-3.78
----
0.00-0.04-0.04
204217.0413.24-3.80
----
0.00-0.04-0.04
204317.0413.24-3.81
----
0.00-0.04-0.04
204417.0413.24-3.81
----
0.00-0.04-0.04
204517.0513.24-3.81
----
0.00-0.04-0.04
204617.0613.24-3.82
----
0.00-0.04-0.05
204717.0813.24-3.84
----
0.00-0.05-0.05
204817.1013.24-3.86
----
0.00-0.05-0.05
204917.1213.24-3.88
----
0.00-0.05-0.05
205017.1413.24-3.90
----
0.00-0.05-0.05
205117.1613.24-3.92
----
0.00-0.05-0.05
205217.1913.24-3.95
----
0.00-0.05-0.05
205317.2213.24-3.98
----
0.00-0.05-0.06
205417.2513.25-4.01
----
0.00-0.06-0.06
205517.2913.25-4.05
----
0.00-0.06-0.06
205617.3413.25-4.09
----
0.00-0.06-0.06
205717.3813.25-4.13
----
0.00-0.06-0.06
205817.4413.26-4.18
----
0.00-0.06-0.06
205917.4913.26-4.23
----
0.00-0.07-0.07
206017.5513.26-4.29
----
0.00-0.07-0.07
206117.6013.26-4.34
----
0.00-0.07-0.07
206217.6513.27-4.39
----
0.00-0.07-0.07
206317.7013.27-4.43
----
0.00-0.07-0.07
206417.7513.27-4.48
----
0.00-0.07-0.07
206517.8013.27-4.53
----
0.00-0.07-0.07
206617.8513.28-4.58
----
0.00-0.08-0.08
206717.9013.28-4.62
----
0.00-0.08-0.08
206817.9613.28-4.67
----
0.00-0.08-0.08
206918.0113.29-4.73
----
0.00-0.08-0.08
207018.0713.29-4.78
----
0.00-0.08-0.08
207118.1213.29-4.83
----
0.00-0.08-0.08
207218.1713.29-4.88
----
0.00-0.08-0.08
207318.2313.30-4.93
----
0.00-0.08-0.09
207418.2713.30-4.97
----
0.00-0.09-0.09
207518.3213.30-5.01
----
0.00-0.09-0.09
207618.3513.30-5.05
----
0.00-0.09-0.09
207718.3713.30-5.07
----
0.00-0.09-0.09
207818.3813.30-5.07
----
0.00-0.09-0.09
207918.3713.30-5.07
----
0.00-0.09-0.09
208018.3513.30-5.05
----
0.00-0.09-0.09
208118.3313.30-5.03
----
0.00-0.09-0.09
208218.2913.30-4.99
----
0.00-0.09-0.09
208318.2513.30-4.95
----
0.00-0.09-0.09
208418.2013.30-4.90
----
0.00-0.09-0.09
208518.1413.29-4.85
----
0.00-0.09-0.09
208618.0813.29-4.79
----
0.00-0.09-0.09
208718.0113.29-4.72
----
0.00-0.09-0.09
208817.9413.28-4.66
----
0.00-0.09-0.09
208917.8713.28-4.59
----
0.00-0.09-0.09
209017.8113.28-4.54
----
0.00-0.09-0.09
209117.7713.27-4.49
----
0.00-0.09-0.09
209217.7313.27-4.46
----
0.00-0.09-0.09
209317.7113.27-4.44
----
0.00-0.09-0.09
209417.7013.27-4.43
----
0.00-0.09-0.09
209517.7013.27-4.43
----
0.00-0.09-0.09
209617.7113.27-4.43
----
0.00-0.09-0.09

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
2021-2095 17.31% 13.73% -3.58% 2034 0.00% -0.04% -0.04%

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