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
202214.3612.93-1.43
230
0.060.00-0.06
202314.4912.92-1.57
212
0.060.00-0.06
202414.7012.94-1.75
194
0.060.00-0.06
202514.9212.96-1.96
176
0.060.00-0.06
202615.1713.08-2.09
157
0.070.00-0.06
202715.4313.10-2.33
139
0.070.00-0.07
202815.7013.14-2.56
120
0.070.00-0.07
202915.9513.17-2.78
101
0.080.00-0.07
203016.1913.20-2.99
81
0.080.00-0.08
203116.3713.21-3.16
62
0.090.00-0.08
203216.5313.22-3.30
42
0.090.01-0.09
203316.6513.23-3.42
23
0.100.01-0.09
203416.7613.24-3.52
3
0.100.01-0.09
203516.8413.25-3.59
----
0.100.01-0.10
203616.9113.26-3.65
----
0.110.01-0.10
203716.9713.26-3.71
----
0.110.01-0.10
203817.0313.27-3.76
----
0.110.01-0.11
203917.0713.27-3.80
----
0.120.01-0.11
204017.1013.28-3.82
----
0.120.01-0.12
204117.1413.28-3.86
----
0.130.01-0.12
204217.1713.28-3.89
----
0.130.01-0.12
204317.1713.28-3.89
----
0.130.01-0.13
204417.1813.29-3.90
----
0.140.01-0.13
204517.1913.29-3.90
----
0.140.01-0.13
204617.2013.29-3.91
----
0.140.01-0.13
204717.2213.29-3.93
----
0.140.01-0.14
204817.2513.29-3.95
----
0.150.01-0.14
204917.2713.30-3.97
----
0.150.01-0.14
205017.2913.30-3.99
----
0.150.01-0.14
205117.3113.30-4.01
----
0.150.01-0.14
205217.3313.30-4.03
----
0.150.01-0.14
205317.3713.31-4.06
----
0.150.01-0.14
205417.4013.31-4.09
----
0.150.01-0.14
205517.4413.31-4.13
----
0.150.01-0.14
205617.4813.32-4.17
----
0.150.01-0.14
205717.5313.32-4.21
----
0.150.01-0.14
205817.5813.33-4.25
----
0.140.01-0.14
205917.6313.33-4.30
----
0.140.01-0.13
206017.6913.34-4.35
----
0.140.01-0.13
206117.7413.34-4.40
----
0.140.01-0.13
206217.7913.35-4.45
----
0.140.01-0.13
206317.8413.35-4.50
----
0.140.01-0.13
206417.8913.35-4.54
----
0.140.01-0.13
206517.9513.36-4.59
----
0.150.01-0.14
206618.0013.36-4.64
----
0.150.01-0.14
206718.0513.37-4.69
----
0.150.01-0.14
206818.1113.37-4.74
----
0.150.01-0.14
206918.1613.37-4.79
----
0.150.01-0.14
207018.2213.38-4.84
----
0.150.01-0.14
207118.2813.38-4.89
----
0.160.01-0.15
207218.3313.39-4.94
----
0.160.01-0.15
207318.3813.39-4.99
----
0.160.01-0.15
207418.4413.40-5.04
----
0.160.01-0.15
207518.4813.40-5.08
----
0.160.01-0.16
207618.5213.40-5.11
----
0.170.01-0.16
207718.5413.40-5.13
----
0.170.01-0.16
207818.5513.41-5.14
----
0.170.01-0.16
207918.5413.41-5.14
----
0.170.01-0.16
208018.5313.41-5.12
----
0.170.01-0.16
208118.5013.40-5.10
----
0.170.01-0.16
208218.4713.40-5.07
----
0.180.01-0.16
208318.4313.40-5.03
----
0.180.01-0.17
208418.3713.40-4.98
----
0.180.01-0.17
208518.3213.40-4.92
----
0.180.01-0.17
208618.2513.39-4.86
----
0.180.01-0.17
208718.1913.39-4.80
----
0.180.01-0.17
208818.1213.38-4.73
----
0.180.01-0.17
208918.0513.38-4.67
----
0.180.01-0.17
209017.9913.38-4.62
----
0.180.01-0.17
209117.9513.37-4.58
----
0.180.01-0.17
209217.9213.37-4.55
----
0.180.01-0.17
209317.9013.37-4.53
----
0.180.01-0.17
209417.8913.37-4.52
----
0.180.01-0.17
209517.8913.37-4.52
----
0.180.01-0.17
209617.8913.37-4.52
----
0.180.01-0.17

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 17.45% 13.78% -3.66% 2034 0.14% 0.01% -0.13%

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