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
202314.4312.91-1.52
214
0.000.000.00
202414.6412.94-1.69
196
0.000.000.00
202514.8612.96-1.90
178
0.000.000.00
202615.1013.08-2.03
159
0.000.000.00
202715.3613.10-2.26
141
0.000.000.00
202815.6213.14-2.49
122
0.000.00-0.00
202915.8713.17-2.70
104
0.000.00-0.00
203016.1113.19-2.92
85
0.010.00-0.01
203116.3013.21-3.09
66
0.010.00-0.01
203216.4513.22-3.24
46
0.020.00-0.02
203316.5913.23-3.36
27
0.030.00-0.03
203416.7013.24-3.46
7
0.040.00-0.04
203516.7913.25-3.55
----
0.060.00-0.05
203616.8713.25-3.62
----
0.070.00-0.07
203716.9513.26-3.69
----
0.090.00-0.09
203817.0213.27-3.76
----
0.110.00-0.11
203917.0813.27-3.81
----
0.130.00-0.13
204017.1313.28-3.86
----
0.150.01-0.15
204117.1913.28-3.91
----
0.170.01-0.17
204217.2313.28-3.95
----
0.200.01-0.19
204317.2613.28-3.97
----
0.220.01-0.21
204417.2813.29-3.99
----
0.240.01-0.23
204517.3013.29-4.02
----
0.260.01-0.25
204617.3313.29-4.04
----
0.280.01-0.26
204717.3713.30-4.08
----
0.290.01-0.28
204817.4113.30-4.11
----
0.310.01-0.30
204917.4513.30-4.15
----
0.330.01-0.32
205017.4913.31-4.18
----
0.350.01-0.33
205117.5313.31-4.22
----
0.370.02-0.35
205217.5713.31-4.26
----
0.380.02-0.37
205317.6213.32-4.30
----
0.400.02-0.38
205417.6713.32-4.35
----
0.410.02-0.40
205517.7213.32-4.40
----
0.430.02-0.41
205617.7813.33-4.45
----
0.440.02-0.42
205717.8413.33-4.51
----
0.460.02-0.44
205817.9013.34-4.57
----
0.470.02-0.45
205917.9713.34-4.63
----
0.480.02-0.46
206018.0413.35-4.69
----
0.490.02-0.47
206118.1013.36-4.75
----
0.500.02-0.48
206218.1613.36-4.80
----
0.510.02-0.49
206318.2213.36-4.86
----
0.520.02-0.49
206418.2813.37-4.91
----
0.520.02-0.50
206518.3313.37-4.96
----
0.530.02-0.51
206618.3913.38-5.01
----
0.540.02-0.51
206718.4513.38-5.06
----
0.540.03-0.52
206818.5013.39-5.12
----
0.550.03-0.52
206918.5613.39-5.17
----
0.550.03-0.53
207018.6313.40-5.23
----
0.560.03-0.53
207118.6813.40-5.28
----
0.560.03-0.53
207218.7413.40-5.33
----
0.560.03-0.54
207318.7913.41-5.38
----
0.570.03-0.54
207418.8413.41-5.43
----
0.570.03-0.54
207518.8913.42-5.47
----
0.570.03-0.55
207618.9213.42-5.50
----
0.570.03-0.55
207718.9513.42-5.52
----
0.580.03-0.55
207818.9513.42-5.53
----
0.580.03-0.55
207918.9513.42-5.52
----
0.580.03-0.55
208018.9313.42-5.51
----
0.580.03-0.55
208118.9013.42-5.48
----
0.580.03-0.55
208218.8713.42-5.45
----
0.580.03-0.55
208318.8313.42-5.41
----
0.580.03-0.55
208418.7713.42-5.36
----
0.580.03-0.55
208518.7113.41-5.30
----
0.570.03-0.55
208618.6513.41-5.24
----
0.570.03-0.55
208718.5813.40-5.18
----
0.570.03-0.54
208818.5113.40-5.11
----
0.570.03-0.54
208918.4413.40-5.04
----
0.570.03-0.54
209018.3813.39-4.99
----
0.570.03-0.54
209118.3313.39-4.94
----
0.570.03-0.54
209218.3013.39-4.91
----
0.570.03-0.54
209318.2813.39-4.89
----
0.570.03-0.54
209418.2713.39-4.88
----
0.570.03-0.54
209518.2713.39-4.88
----
0.570.03-0.54
209618.2713.39-4.88
----
0.570.03-0.54

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 17.65% 13.79% -3.86% 2034 0.34% 0.02% -0.33%

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