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
202314.4312.57-1.86
214
0.00-0.34-0.34
202414.6412.60-2.04
194
0.00-0.34-0.34
202514.8612.62-2.23
173
0.00-0.34-0.34
202615.1112.67-2.44
153
0.00-0.41-0.41
202715.3712.70-2.67
132
0.00-0.41-0.41
202815.6312.74-2.89
111
0.00-0.40-0.40
202915.8712.77-3.10
90
0.00-0.40-0.40
203016.1112.80-3.31
69
0.00-0.39-0.39
203116.2912.83-3.46
48
0.00-0.38-0.38
203216.4412.85-3.59
27
0.00-0.37-0.37
203316.5612.87-3.69
6
0.00-0.36-0.36
203416.6612.89-3.77
----
0.00-0.34-0.35
203516.7412.91-3.83
----
0.00-0.33-0.33
203616.8012.93-3.87
----
0.00-0.32-0.32
203716.8612.95-3.92
----
0.00-0.31-0.31
203816.9212.96-3.95
----
0.00-0.30-0.30
203916.9512.98-3.97
----
0.00-0.29-0.29
204016.9812.99-3.98
----
0.00-0.28-0.28
204117.0213.01-4.01
----
0.00-0.26-0.27
204217.0413.02-4.02
----
0.00-0.25-0.25
204317.0413.04-4.01
----
0.00-0.24-0.24
204417.0513.05-4.00
----
0.00-0.23-0.23
204517.0513.06-3.99
----
0.00-0.22-0.22
204617.0613.07-3.99
----
0.00-0.21-0.21
204717.0813.08-4.00
----
0.00-0.20-0.20
204817.1013.09-4.01
----
0.00-0.19-0.19
204917.1213.10-4.01
----
0.00-0.18-0.18
205017.1413.12-4.02
----
0.00-0.18-0.18
205117.1613.13-4.03
----
0.00-0.17-0.17
205217.1913.14-4.05
----
0.00-0.16-0.16
205317.2213.15-4.07
----
0.00-0.15-0.15
205417.2513.16-4.10
----
0.00-0.14-0.14
205517.2913.17-4.12
----
0.00-0.14-0.14
205617.3413.18-4.16
----
0.00-0.13-0.13
205717.3813.19-4.19
----
0.00-0.12-0.12
205817.4413.20-4.24
----
0.00-0.12-0.12
205917.4913.21-4.28
----
0.00-0.11-0.11
206017.5513.22-4.32
----
0.00-0.11-0.11
206117.6013.23-4.37
----
0.00-0.10-0.10
206217.6513.24-4.41
----
0.00-0.09-0.09
206317.7013.25-4.45
----
0.00-0.09-0.09
206417.7513.26-4.49
----
0.00-0.08-0.08
206517.8013.27-4.53
----
0.00-0.08-0.08
206617.8513.28-4.58
----
0.00-0.08-0.08
206717.9013.29-4.62
----
0.00-0.07-0.07
206817.9613.29-4.66
----
0.00-0.07-0.07
206918.0113.30-4.71
----
0.00-0.06-0.06
207018.0713.31-4.76
----
0.00-0.06-0.06
207118.1213.32-4.81
----
0.00-0.06-0.06
207218.1713.32-4.85
----
0.00-0.05-0.05
207318.2313.33-4.90
----
0.00-0.05-0.05
207418.2713.34-4.94
----
0.00-0.05-0.05
207518.3213.34-4.97
----
0.00-0.05-0.05
207618.3513.35-5.00
----
0.00-0.04-0.04
207718.3713.35-5.02
----
0.00-0.04-0.04
207818.3813.36-5.02
----
0.00-0.04-0.04
207918.3713.36-5.01
----
0.00-0.04-0.04
208018.3513.36-4.99
----
0.00-0.03-0.04
208118.3313.36-4.97
----
0.00-0.03-0.03
208218.2913.36-4.93
----
0.00-0.03-0.03
208318.2513.36-4.89
----
0.00-0.03-0.03
208418.2013.36-4.84
----
0.00-0.03-0.03
208518.1413.36-4.78
----
0.00-0.03-0.03
208618.0813.36-4.72
----
0.00-0.02-0.02
208718.0113.35-4.65
----
0.00-0.02-0.02
208817.9413.35-4.59
----
0.00-0.02-0.02
208917.8713.35-4.52
----
0.00-0.02-0.02
209017.8113.34-4.47
----
0.00-0.02-0.02
209117.7713.34-4.42
----
0.00-0.02-0.02
209217.7313.34-4.39
----
0.00-0.02-0.02
209317.7113.34-4.37
----
0.00-0.02-0.02
209417.7013.34-4.36
----
0.00-0.02-0.02
209517.7013.34-4.36
----
0.00-0.01-0.01
209617.7113.34-4.36
----
0.00-0.01-0.01

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% 13.61% -3.71% 2033 0.00% -0.17% -0.17%

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