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Detailed Single Year Tables

Description of Proposed Provision:
Invest 40 percent of the Trust Funds in equities (phased in 2011-2025), assuming an ultimate 2.9 percent real rate of return on equities, the same as the assumed ultimate yield on the special-issue Social Security trust fund bonds.

 

Financial Estimates for the OASDI Trust Fund Program

 
  Proposal
  Change from Present Law
  Expressed as a percentage of
present-law taxable payroll

Trust fund
ratio as of
January 1
Expressed as a percentage of
present-law taxable payroll
Calendar
year
Cost
rate
Income
rate
Annual
balance

Cost
rate
Income
rate
Annual
balance
201013.0912.33-0.76
355
0.000.000.00
201113.0412.91-0.12
353
0.000.000.00
201212.8412.870.03
350
0.000.000.00
201312.8212.900.08
346
0.000.000.00
201412.8612.920.06
341
0.000.000.00
201512.9812.94-0.04
335
0.000.000.00
201613.1012.96-0.14
330
0.000.000.00
201713.3012.99-0.32
324
0.000.000.00
201813.5513.01-0.53
317
0.000.000.00
201913.8413.03-0.81
309
0.000.000.00
202014.1513.05-1.10
299
0.000.000.00
202114.4513.07-1.39
289
0.000.000.00
202214.7513.08-1.66
277
0.000.000.00
202315.0313.10-1.93
264
0.000.000.00
202415.2913.12-2.17
251
0.000.000.00
202515.5413.13-2.40
237
0.000.000.00
202615.7613.15-2.61
221
0.000.000.00
202715.9613.16-2.80
205
0.000.000.00
202816.1313.17-2.96
189
0.000.000.00
202916.2813.18-3.10
171
0.000.000.00
203016.4113.19-3.21
154
0.000.000.00
203116.5113.20-3.31
136
0.000.000.00
203216.5913.21-3.38
117
0.000.000.00
203316.6613.21-3.44
98
0.000.000.00
203416.7013.22-3.48
79
0.000.000.00
203516.7313.22-3.50
59
0.000.000.00
203616.7413.23-3.51
39
0.000.000.00
203716.7413.23-3.51
19
0.000.000.00
203816.7113.23-3.48
----
0.000.000.00
203916.6813.23-3.45
----
0.000.000.00
204016.6413.23-3.41
----
0.000.000.00
204116.6013.23-3.37
----
0.000.000.00
204216.5513.23-3.33
----
0.000.000.00
204316.5113.23-3.28
----
0.000.000.00
204416.4713.23-3.25
----
0.000.000.00
204516.4413.23-3.22
----
0.000.000.00
204616.4213.23-3.19
----
0.000.000.00
204716.4013.23-3.17
----
0.000.000.00
204816.3813.23-3.15
----
0.000.000.00
204916.3513.23-3.13
----
0.000.000.00
205016.3313.23-3.11
----
0.000.000.00
205116.3213.23-3.10
----
0.000.000.00
205216.3213.23-3.10
----
0.000.000.00
205316.3313.23-3.10
----
0.000.000.00
205416.3513.23-3.12
----
0.000.000.00
205516.3713.23-3.14
----
0.000.000.00
205616.3913.23-3.16
----
0.000.000.00
205716.4213.24-3.18
----
0.000.000.00
205816.4413.24-3.20
----
0.000.000.00
205916.4613.24-3.22
----
0.000.000.00
206016.4813.24-3.24
----
0.000.000.00
206116.5113.24-3.26
----
0.000.000.00
206216.5313.25-3.29
----
0.000.000.00
206316.5613.25-3.31
----
0.000.000.00
206416.5913.25-3.33
----
0.000.000.00
206516.6213.25-3.36
----
0.000.000.00
206616.6513.26-3.39
----
0.000.000.00
206716.6913.26-3.43
----
0.000.000.00
206816.7213.26-3.46
----
0.000.000.00
206916.7713.26-3.50
----
0.000.000.00
207016.8113.27-3.54
----
0.000.000.00
207116.8513.27-3.58
----
0.000.000.00
207216.8913.27-3.62
----
0.000.000.00
207316.9413.28-3.66
----
0.000.000.00
207416.9813.28-3.70
----
0.000.000.00
207517.0313.28-3.75
----
0.000.000.00
207617.0713.28-3.79
----
0.000.000.00
207717.1213.29-3.83
----
0.000.000.00
207817.1613.29-3.87
----
0.000.000.00
207917.2113.29-3.91
----
0.000.000.00
208017.2513.30-3.95
----
0.000.000.00
208117.2913.30-3.99
----
0.000.000.00
208217.3413.30-4.04
----
0.000.000.00
208317.3813.31-4.08
----
0.000.000.00
208417.4313.31-4.12
----
0.000.000.00
208517.4713.31-4.16
----
0.000.000.00



 

Summarized Estimates

 
  Proposal
  Change from Present Law
Years Cost
rate
Income
rate
Actuarial
balance

Year of
exhaustion
1

Cost
rate
Income
rate
Actuarial
balance
 
Based on Intermediate Assumptions of the 2010 Trustees Report.
2010-2084 15.93% 14.01% -1.92%
2037
0.00% 0.00% 0.00%
 
1 Under present law, the year of exhaustion is 2037.

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Last reviewed or modified January 26, 2011