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Detailed Single Year Tables

Description of Proposed Provision:
Invest 40 percent of the OASDI Trust Fund in equities (phased in 2016-2030), assuming an ultimate 6.4 percent annual real rate of return on equities.

 

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
201514.1312.82-1.31
308
0.000.000.00
201613.8812.88-1.00
298
0.000.000.00
201713.8912.91-0.98
280
0.000.000.00
201813.9712.94-1.03
265
0.000.000.00
201914.0912.95-1.14
250
0.000.000.00
202014.2312.96-1.26
236
0.000.000.00
202114.3512.98-1.36
223
0.000.000.00
202214.5213.01-1.51
210
0.000.000.00
202314.7213.03-1.69
196
0.000.000.00
202414.9613.06-1.89
183
0.000.000.00
202515.1613.08-2.08
169
0.000.000.00
202615.3613.10-2.27
155
0.000.000.00
202715.5613.11-2.45
141
0.000.000.00
202815.7513.13-2.62
127
0.000.000.00
202915.9313.14-2.79
112
0.000.000.00
203016.1013.15-2.94
97
0.000.000.00
203116.2413.17-3.08
81
0.000.000.00
203216.3713.18-3.20
64
0.000.000.00
203316.4813.18-3.29
46
0.000.000.00
203416.5513.19-3.36
27
0.000.000.00
203516.6213.20-3.42
8
0.000.000.00
203616.6813.20-3.48
----
0.000.000.00
203716.7213.21-3.51
----
0.000.000.00
203816.7313.21-3.52
----
0.000.000.00
203916.7313.21-3.51
----
0.000.000.00
204016.7113.21-3.50
----
0.000.000.00
204116.6913.22-3.47
----
0.000.000.00
204216.6713.22-3.45
----
0.000.000.00
204316.6413.22-3.42
----
0.000.000.00
204416.6213.22-3.40
----
0.000.000.00
204516.6013.22-3.38
----
0.000.000.00
204616.5713.22-3.36
----
0.000.000.00
204716.5613.22-3.34
----
0.000.000.00
204816.5513.22-3.33
----
0.000.000.00
204916.5413.22-3.32
----
0.000.000.00
205016.5413.22-3.32
----
0.000.000.00
205116.5513.22-3.33
----
0.000.000.00
205216.5713.22-3.35
----
0.000.000.00
205316.6013.23-3.38
----
0.000.000.00
205416.6413.23-3.41
----
0.000.000.00
205516.6913.23-3.45
----
0.000.000.00
205616.7413.24-3.50
----
0.000.000.00
205716.7913.24-3.55
----
0.000.000.00
205816.8513.24-3.60
----
0.000.000.00
205916.9013.25-3.65
----
0.000.000.00
206016.9513.25-3.70
----
0.000.000.00
206117.0013.26-3.75
----
0.000.000.00
206217.0613.26-3.80
----
0.000.000.00
206317.1113.26-3.85
----
0.000.000.00
206417.1613.27-3.90
----
0.000.000.00
206517.2213.27-3.95
----
0.000.000.00
206617.2713.27-4.00
----
0.000.000.00
206717.3313.28-4.05
----
0.000.000.00
206817.3913.28-4.11
----
0.000.000.00
206917.4513.28-4.16
----
0.000.000.00
207017.5013.29-4.21
----
0.000.000.00
207117.5513.29-4.26
----
0.000.000.00
207217.6013.29-4.30
----
0.000.000.00
207317.6313.30-4.34
----
0.000.000.00
207417.6613.30-4.36
----
0.000.000.00
207517.6813.30-4.38
----
0.000.000.00
207617.7013.30-4.40
----
0.000.000.00
207717.7013.30-4.40
----
0.000.000.00
207817.7113.30-4.40
----
0.000.000.00
207917.7113.30-4.40
----
0.000.000.00
208017.7113.30-4.41
----
0.000.000.00
208117.7113.30-4.41
----
0.000.000.00
208217.7313.30-4.42
----
0.000.000.00
208317.7513.30-4.44
----
0.000.000.00
208417.7813.31-4.47
----
0.000.000.00
208517.8113.31-4.50
----
0.000.000.00
208617.8513.31-4.54
----
0.000.000.00
208717.8913.31-4.57
----
0.000.000.00
208817.9313.32-4.61
----
0.000.000.00
208917.9713.32-4.65
----
0.000.000.00
209018.0113.32-4.69
----
0.000.000.00



 

Summarized Estimates

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

Year of reserve
depletion
1

Cost
rate
Income
rate
Actuarial
balance
 
Based on Intermediate Assumptions of the 2015 Trustees Report.
2015-2089 16.21% 14.10% -2.11%
2035
-0.33% 0.23% 0.57%
 
1 Under present law, the year of Trust Fund reserve depletion is 2034.

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Last reviewed or modified September 1, 2015