Skip to content
Social Security Online
Actuarial Publications
Solvency provisions SSA logo: link to Social Security Online home

Detailed Single Year Tables

Description of Proposed Provision:
Increase the number of years used to calculate benefits for retirees and survivors (but not for disabled workers) from 35 to 40, phased in 2011-2019.

 

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
201312.8112.900.09
346
-0.010.000.01
201412.8412.920.07
341
-0.020.000.02
201512.9512.94-0.01
336
-0.030.000.03
201613.0612.96-0.10
331
-0.040.000.04
201713.2412.99-0.26
326
-0.060.000.06
201813.4613.01-0.45
320
-0.080.000.08
201913.7313.02-0.70
313
-0.11-0.010.10
202014.0113.04-0.97
305
-0.14-0.010.13
202114.2813.06-1.23
296
-0.17-0.010.16
202214.5413.07-1.47
285
-0.20-0.010.19
202314.7913.09-1.70
274
-0.24-0.010.22
202415.0213.10-1.91
263
-0.27-0.010.25
202515.2313.12-2.12
250
-0.30-0.020.28
202615.4313.13-2.30
237
-0.33-0.020.31
202715.6013.14-2.46
223
-0.36-0.020.34
202815.7413.15-2.59
208
-0.39-0.020.37
202915.8713.16-2.71
193
-0.41-0.020.39
203015.9713.17-2.80
178
-0.44-0.020.42
203116.0413.18-2.87
162
-0.46-0.020.44
203216.1113.18-2.92
146
-0.48-0.030.46
203316.1513.19-2.97
129
-0.51-0.030.48
203416.1813.19-2.99
113
-0.52-0.030.50
203516.1913.19-2.99
96
-0.54-0.030.51
203616.1813.20-2.98
79
-0.56-0.030.53
203716.1613.20-2.97
62
-0.57-0.030.54
203816.1313.20-2.93
45
-0.59-0.030.55
203916.0813.20-2.89
28
-0.60-0.030.57
204016.0313.20-2.84
10
-0.61-0.030.58
204115.9813.19-2.78
----
-0.62-0.030.58
204215.9213.19-2.73
----
-0.63-0.030.59
204315.8713.19-2.68
----
-0.64-0.040.60
204415.8313.19-2.64
----
-0.64-0.040.61
204515.7913.19-2.60
----
-0.65-0.040.62
204615.7613.19-2.57
----
-0.66-0.040.62
204715.7313.19-2.54
----
-0.67-0.040.63
204815.7013.19-2.52
----
-0.67-0.040.63
204915.6813.19-2.49
----
-0.68-0.040.64
205015.6513.19-2.47
----
-0.68-0.040.64
205115.6413.19-2.45
----
-0.68-0.040.65
205215.6413.19-2.45
----
-0.69-0.040.65
205315.6413.19-2.45
----
-0.69-0.040.65
205415.6513.19-2.46
----
-0.70-0.040.66
205515.6713.19-2.47
----
-0.70-0.040.66
205615.6913.19-2.49
----
-0.70-0.040.66
205715.7113.20-2.51
----
-0.71-0.040.67
205815.7313.20-2.53
----
-0.71-0.040.67
205915.7513.20-2.55
----
-0.71-0.040.67
206015.7713.20-2.57
----
-0.72-0.040.67
206115.7913.20-2.59
----
-0.72-0.040.68
206215.8113.21-2.61
----
-0.72-0.040.68
206315.8413.21-2.63
----
-0.72-0.040.68
206415.8613.21-2.65
----
-0.72-0.040.68
206515.8913.21-2.68
----
-0.72-0.040.68
206615.9313.21-2.71
----
-0.73-0.040.68
206715.9613.22-2.74
----
-0.73-0.040.69
206816.0013.22-2.78
----
-0.73-0.040.69
206916.0413.22-2.81
----
-0.73-0.040.69
207016.0813.23-2.85
----
-0.73-0.040.69
207116.1213.23-2.89
----
-0.73-0.040.69
207216.1613.23-2.93
----
-0.73-0.040.69
207316.2013.23-2.97
----
-0.74-0.040.69
207416.2513.24-3.01
----
-0.74-0.040.70
207516.2913.24-3.05
----
-0.74-0.040.70
207616.3313.24-3.09
----
-0.74-0.040.70
207716.3813.25-3.13
----
-0.74-0.040.70
207816.4213.25-3.17
----
-0.74-0.040.70
207916.4613.25-3.21
----
-0.74-0.040.70
208016.5113.25-3.25
----
-0.74-0.040.70
208116.5513.26-3.29
----
-0.75-0.040.70
208216.5913.26-3.33
----
-0.75-0.040.70
208316.6313.26-3.37
----
-0.75-0.040.71
208416.6813.27-3.41
----
-0.75-0.040.71
208516.7213.27-3.45
----
-0.75-0.040.71



 

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 15.44% 13.98% -1.46%
2040
-0.49% -0.03% 0.46%
 
1 Under present law, the year of exhaustion is 2037.

 Link to USA.gov: U.S. Government portal Privacy Policy  | Website Policies & Other Important Information  | Site Map
Last reviewed or modified March 2, 2011