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
202214.3012.97-1.33
231
0.000.040.04
202314.4312.99-1.44
214
-0.000.080.08
202414.6413.06-1.58
197
-0.000.120.12
202514.8613.12-1.74
179
0.000.160.16
202615.1013.27-1.83
162
0.000.190.19
202715.3613.33-2.03
145
0.000.230.23
202815.6213.41-2.22
127
0.000.270.27
202915.8713.47-2.40
110
0.000.300.30
203016.1113.53-2.58
93
0.000.340.33
203116.2913.58-2.71
76
0.000.370.37
203216.4413.62-2.82
58
0.000.400.40
203316.5613.66-2.90
41
0.000.430.43
203416.6613.70-2.96
24
0.010.470.46
203516.7413.74-3.00
7
0.010.500.49
203616.8113.78-3.03
----
0.010.530.52
203716.8713.81-3.06
----
0.010.560.55
203816.9313.85-3.08
----
0.010.580.57
203916.9713.88-3.09
----
0.010.610.60
204016.9913.91-3.08
----
0.020.640.62
204117.0413.94-3.10
----
0.020.670.65
204217.0613.97-3.09
----
0.020.700.67
204317.0714.00-3.07
----
0.030.720.69
204417.0714.02-3.05
----
0.030.750.72
204517.0814.05-3.03
----
0.030.770.74
204617.1014.08-3.02
----
0.040.800.76
204717.1214.10-3.02
----
0.040.820.78
204817.1514.13-3.02
----
0.050.840.80
204917.1714.15-3.02
----
0.050.870.81
205017.2014.18-3.02
----
0.060.890.83
205117.2314.21-3.02
----
0.070.910.85
205217.2614.23-3.03
----
0.070.940.86
205317.3014.26-3.04
----
0.080.960.88
205417.3414.28-3.06
----
0.090.980.89
205517.3914.31-3.08
----
0.101.000.90
205617.4414.33-3.11
----
0.111.020.92
205717.5014.36-3.14
----
0.111.040.93
205817.5614.38-3.18
----
0.121.060.94
205917.6214.39-3.24
----
0.131.060.93
206017.6914.39-3.30
----
0.141.060.92
206117.7614.40-3.36
----
0.161.070.91
206217.8214.41-3.41
----
0.171.070.90
206317.8814.41-3.47
----
0.181.070.89
206417.9414.42-3.52
----
0.191.070.88
206518.0014.42-3.58
----
0.201.070.87
206618.0714.43-3.63
----
0.211.080.87
206718.1314.44-3.69
----
0.221.080.86
206818.1914.44-3.75
----
0.241.080.85
206918.2614.45-3.81
----
0.251.080.84
207018.3314.46-3.87
----
0.261.090.83
207118.3914.46-3.93
----
0.271.090.82
207218.4614.47-3.99
----
0.281.090.81
207318.5214.47-4.05
----
0.301.090.79
207418.5814.48-4.10
----
0.311.090.78
207518.6414.49-4.15
----
0.321.100.77
207618.6814.49-4.19
----
0.331.100.76
207718.7114.49-4.22
----
0.351.100.76
207818.7314.50-4.23
----
0.361.100.75
207918.7414.50-4.24
----
0.371.100.74
208018.7314.50-4.23
----
0.381.110.73
208118.7114.50-4.21
----
0.391.110.72
208218.6914.50-4.19
----
0.391.110.72
208318.6514.50-4.15
----
0.401.110.71
208418.6114.50-4.11
----
0.411.110.70
208518.5614.50-4.06
----
0.421.110.70
208618.5014.50-4.00
----
0.421.120.69
208718.4414.49-3.94
----
0.431.120.69
208818.3714.49-3.88
----
0.431.120.68
208918.3114.49-3.82
----
0.441.120.68
209018.2614.48-3.77
----
0.441.120.68
209118.2114.48-3.73
----
0.451.120.67
209218.1914.48-3.70
----
0.451.120.67
209318.1714.48-3.69
----
0.461.120.67
209418.1714.48-3.68
----
0.461.120.66
209518.1714.48-3.68
----
0.471.130.66
209618.1814.49-3.69
----
0.471.130.65

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 17.47% 14.58% -2.89% 2035 0.16% 0.81% 0.65%

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