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
202314.4312.95-1.48
214
0.000.040.04
202414.6413.02-1.61
196
-0.000.080.08
202514.8613.08-1.78
179
-0.000.120.12
202615.1013.24-1.87
161
0.000.160.16
202715.3613.30-2.07
143
0.000.200.20
202815.6213.37-2.25
126
0.000.230.23
202915.8713.44-2.43
109
0.000.270.27
203016.1113.49-2.62
91
0.000.300.30
203116.2913.54-2.74
74
0.000.340.34
203216.4413.59-2.85
56
0.000.370.37
203316.5613.63-2.93
39
0.000.400.40
203416.6613.67-2.99
22
0.000.440.43
203516.7413.71-3.03
4
0.010.470.46
203616.8113.75-3.06
----
0.010.500.49
203716.8713.78-3.09
----
0.010.530.52
203816.9213.82-3.10
----
0.010.560.55
203916.9613.85-3.11
----
0.010.590.57
204016.9913.88-3.11
----
0.010.610.60
204117.0313.91-3.12
----
0.020.640.63
204217.0613.94-3.11
----
0.020.670.65
204317.0613.97-3.09
----
0.020.690.67
204417.0714.00-3.07
----
0.020.720.70
204517.0814.03-3.05
----
0.030.750.72
204617.0914.05-3.04
----
0.030.770.74
204717.1114.08-3.03
----
0.030.800.76
204817.1414.11-3.03
----
0.040.820.78
204917.1614.13-3.03
----
0.040.840.80
205017.1914.16-3.03
----
0.050.870.82
205117.2114.18-3.03
----
0.050.890.84
205217.2514.21-3.04
----
0.060.910.85
205317.2814.23-3.05
----
0.060.930.87
205417.3214.26-3.06
----
0.070.960.89
205517.3714.28-3.09
----
0.080.980.90
205617.4214.31-3.11
----
0.081.000.92
205717.4714.33-3.14
----
0.091.020.93
205817.5314.36-3.17
----
0.101.040.94
205917.6014.38-3.21
----
0.101.060.95
206017.6614.39-3.27
----
0.111.060.95
206117.7214.39-3.33
----
0.121.060.94
206217.7814.40-3.38
----
0.131.060.94
206317.8414.41-3.43
----
0.141.070.93
206417.9014.41-3.48
----
0.151.070.92
206517.9614.42-3.54
----
0.151.070.92
206618.0214.42-3.59
----
0.161.070.91
206718.0714.43-3.64
----
0.171.070.90
206818.1414.44-3.70
----
0.181.070.90
206918.2014.44-3.76
----
0.191.080.89
207018.2614.45-3.82
----
0.201.080.88
207118.3314.45-3.87
----
0.201.080.88
207218.3914.46-3.93
----
0.211.080.87
207318.4514.46-3.98
----
0.221.080.86
207418.5014.47-4.03
----
0.231.080.86
207518.5514.48-4.08
----
0.241.090.85
207618.5914.48-4.11
----
0.251.090.84
207718.6214.48-4.14
----
0.251.090.84
207818.6414.49-4.15
----
0.261.090.83
207918.6414.49-4.15
----
0.271.090.83
208018.6214.49-4.14
----
0.271.090.82
208118.6014.49-4.12
----
0.281.100.82
208218.5814.49-4.09
----
0.281.100.81
208318.5414.49-4.05
----
0.291.100.81
208418.4914.49-4.00
----
0.291.100.81
208518.4314.48-3.95
----
0.291.100.81
208618.3714.48-3.89
----
0.301.100.80
208718.3114.48-3.83
----
0.301.100.80
208818.2414.47-3.77
----
0.301.100.80
208918.1814.47-3.71
----
0.311.100.80
209018.1214.47-3.65
----
0.311.100.80
209118.0814.47-3.61
----
0.311.110.80
209218.0514.47-3.58
----
0.311.110.79
209318.0314.47-3.56
----
0.311.110.79
209418.0214.47-3.56
----
0.321.110.79
209518.0214.47-3.55
----
0.321.110.79
209618.0314.47-3.56
----
0.321.110.79

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 17.43% 14.56% -2.87% 2035 0.12% 0.78% 0.67%

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