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
202314.4312.91-1.51
214
-0.000.000.00
202414.6312.94-1.68
196
-0.010.000.01
202514.8412.96-1.88
178
-0.010.000.01
202615.0913.08-2.01
160
-0.020.000.02
202715.3413.10-2.24
142
-0.020.000.03
202815.5913.14-2.45
123
-0.030.000.03
202915.8413.17-2.66
105
-0.040.000.04
203016.0713.19-2.87
86
-0.040.000.04
203116.2313.21-3.03
67
-0.050.000.05
203216.3813.22-3.15
48
-0.060.000.06
203316.4913.23-3.26
29
-0.070.000.07
203416.5713.24-3.34
9
-0.080.000.09
203516.6413.25-3.39
----
-0.100.000.10
203616.6913.25-3.44
----
-0.110.000.11
203716.7413.26-3.48
----
-0.120.000.12
203816.7813.26-3.51
----
-0.140.000.14
203916.8013.27-3.53
----
-0.150.000.15
204016.8113.27-3.54
----
-0.170.000.17
204116.8413.27-3.57
----
-0.180.000.18
204216.8513.28-3.57
----
-0.190.000.19
204316.8313.28-3.56
----
-0.21-0.000.21
204416.8213.28-3.54
----
-0.23-0.000.23
204516.8013.28-3.53
----
-0.24-0.000.24
204616.7913.28-3.51
----
-0.26-0.000.26
204716.7913.28-3.51
----
-0.28-0.000.28
204816.7913.28-3.51
----
-0.30-0.000.30
204916.7913.29-3.51
----
-0.33-0.000.32
205016.7913.29-3.50
----
-0.35-0.000.35
205116.7913.29-3.50
----
-0.37-0.000.37
205216.7913.29-3.50
----
-0.40-0.000.39
205316.8013.30-3.50
----
-0.42-0.000.42
205416.8113.30-3.51
----
-0.44-0.000.44
205516.8313.30-3.53
----
-0.47-0.000.46
205616.8513.30-3.54
----
-0.49-0.000.48
205716.8813.31-3.57
----
-0.51-0.010.50
205816.9113.31-3.60
----
-0.53-0.010.52
205916.9413.32-3.63
----
-0.55-0.010.54
206016.9813.32-3.66
----
-0.57-0.010.56
206117.0113.33-3.69
----
-0.59-0.010.58
206217.0513.33-3.72
----
-0.61-0.010.60
206317.0813.33-3.74
----
-0.62-0.010.62
206417.1113.34-3.77
----
-0.64-0.010.64
206517.1413.34-3.80
----
-0.66-0.010.65
206617.1713.34-3.83
----
-0.68-0.010.67
206717.2013.35-3.86
----
-0.70-0.010.69
206817.2413.35-3.89
----
-0.72-0.010.71
206917.2713.36-3.92
----
-0.74-0.010.73
207017.3113.36-3.95
----
-0.76-0.010.75
207117.3513.36-3.98
----
-0.78-0.010.77
207217.3813.37-4.01
----
-0.80-0.010.79
207317.4113.37-4.04
----
-0.81-0.010.80
207417.4413.38-4.07
----
-0.83-0.010.82
207517.4713.38-4.09
----
-0.85-0.010.84
207617.4813.38-4.10
----
-0.87-0.010.86
207717.4913.38-4.10
----
-0.88-0.010.87
207817.4813.38-4.09
----
-0.90-0.010.89
207917.4613.38-4.08
----
-0.91-0.010.90
208017.4313.38-4.05
----
-0.92-0.010.91
208117.4013.38-4.01
----
-0.93-0.010.92
208217.3513.38-3.97
----
-0.94-0.010.93
208317.3013.38-3.92
----
-0.95-0.010.94
208417.2413.37-3.87
----
-0.96-0.010.94
208517.1713.37-3.80
----
-0.97-0.010.95
208617.1013.37-3.73
----
-0.98-0.010.96
208717.0213.36-3.66
----
-0.99-0.010.97
208816.9413.36-3.59
----
-0.99-0.020.98
208916.8613.35-3.51
----
-1.01-0.020.99
209016.7813.35-3.43
----
-1.03-0.021.02
209116.7113.35-3.36
----
-1.06-0.011.04
209216.6513.35-3.31
----
-1.08-0.011.07
209316.6013.34-3.26
----
-1.11-0.011.09
209416.5713.34-3.23
----
-1.13-0.011.12
209516.5413.34-3.20
----
-1.16-0.011.14
209616.5213.34-3.17
----
-1.19-0.021.17

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 16.83% 13.77% -3.06% 2034 -0.48% -0.01% 0.48%

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