Projections Under Proposed Reforms
| Low Cost | High Cost | % Difference | Low Cost | High Cost | % Difference | |||
|---|---|---|---|---|---|---|---|---|
| Alternative | Alternative | Between | Alternative | Alternative | Between | |||
| Income | Income | Low Cost & | Interest | Interest | Low Cost & | |||
| excluding | excluding | High Cost | income | income | Percent | High Cost | ||
| interest | interest | Alternatives | (Social Securi | (Under Reforms | Change | Alternatives | ||
| (*) 1998-201 | (*) 1998-2015) | Projections) | ||||||
| 1997 | ||||||||
| 1998 | 436.90 | 433.90 | 99.31% | 49.10 | 49.30 | 100.41% | ||
| 1999 | 446.80 | 424.40 | 94.99% | 53.00 | 46.36 | 94.04% | 87.47% | |
| 2000 | 455.90 | 429.30 | 94.17% | 57.40 | 50.27 | 108.42% | 87.57% | |
| 2001 | 466.60 | 431.50 | 92.48% | 62.60 | 55.67 | 110.76% | 88.93% | |
| 2002 | 476.30 | 422.10 | 88.62% | 68.40 | 61.46 | 110.39% | 89.85% | |
| 2003 | 486.40 | 429.00 | 88.20% | 74.80 | 64.65 | 105.19% | 86.43% | |
| 2004 | 496.60 | 436.90 | 87.98% | 81.30 | 66.90 | 103.49% | 82.29% | |
| 2005 | 508.30 | 444.30 | 87.41% | 88.40 | 68.50 | 102.39% | 77.49% | |
| 2006 | 519.10 | 449.30 | 86.55% | 95.90 | 69.58 | 101.58% | 72.56% | |
| 2007 | 532.50 | 455.30 | 85.50% | 103.90 | 69.79 | 100.29% | 67.17% | |
| 2008 | 544.30 | 460.20 | 84.55% | 112.50 | 68.69 | 98.42% | 61.06% | |
| 2009 | 557.20 | 465.60 | 83.56% | 121.40 | 66.68 | 97.08% | 54.93% | |
| 2010 | 569.90 | 471.10 | 82.66% | 130.40 | 63.41 | 95.10% | 48.63% | |
| 2011 | 582.60 | 476.10 | 81.72% | 139.60 | 61.62 | 97.17% | 44.14% | |
| 2012 | 595.00 | 480.70 | 80.79% | 148.90 | 58.73 | 95.31% | 39.44% | |
| 2013 | 606.80 | 485.00 | 79.93% | 158.20 | 55.48 | 94.47% | 35.07% | |
| 2014 | 618.80 | 488.90 | 79.01% | 167.30 | 50.76 | 91.48% | 30.34% | |
| 2015 | 630.40 | 492.80 | 78.17% | 176.10 | 44.01 | 86.72% | 24.99% | |
| 2016 | 642.00 | 496.40 | 77.32% | 184.60 | 0.00 | 0.00% | ||
| 2017 | 653.60 | 499.90 | 76.48% | 192.60 | 0.00 | 0.00% | ||
| 2018 | 665.10 | 502.90 | 75.61% | 200.10 | 0.00 | 0.00% | ||
| 2019 | 676.80 | 505.90 | 74.75% | 207.10 | 0.00 | 0.00% | ||
| 2020 | 688.70 | 508.70 | 73.86% | 213.50 | 0.00 | 0.00% | ||
| 2021 | 700.70 | 511.40 | 72.98% | 219.20 | 0.00 | 0.00% | ||
| 2022 | 712.60 | 0.00% | 224.40 | 0.00 | ||||
| 2023 | 724.60 | 0.00% | 229.20 | 0.00 | ||||
| 2024 | 737.20 | 0.00% | 233.30 | 0.00 | ||||
| 2025 | 750.00 | 0.00% | 236.80 | 0.00 | ||||
| 2026 | 763.20 | 0.00% | 239.70 | 0.00 | ||||
| 2027 | 777.00 | 0.00% | 242.00 | 0.00 | ||||
| 2028 | 791.80 | 0.00% | 243.80 | 0.00 | ||||
| 2029 | 807.10 | 0.00% | 245.30 | 0.00 | ||||
| 2030 | 822.90 | 0.00% | 246.40 | 0.00 | ||||
| 2031 | 839.20 | 0.00% | 247.30 | 0.00 | ||||
| 2032 | 856.10 | 0.00% | 247.90 | 0.00 | ||||
| 2033 | 873.50 | 0.00% | 248.40 | 0.00 | ||||
| 2034 | 891.00 | 0.00% | 248.80 | 0.00 | ||||
| 2035 | 908.70 | 0.00% | 249.30 | 0.00 | ||||
| 2036 | 926.80 | 0.00% | 249.80 | 0.00 | ||||
| 2037 | 945.50 | 0.00% | 250.60 | 0.00 | ||||
| 2038 | 964.80 | 0.00% | 251.50 | 0.00 | ||||
| 2039 | 984.40 | 0.00% | 252.70 | 0.00 | ||||
| 2040 | 1,004.00 | 0.00% | 254.20 | 0.00 | ||||
| 2041 | 1,023.90 | 0.00% | 256.10 | 0.00 | ||||
| 2042 | 1,044.20 | 0.00% | 258.20 | 0.00 | ||||
| 2043 | 1,064.70 | 0.00% | 260.70 | 0.00 | ||||
| 2044 | 1,085.60 | 0.00% | 263.40 | 0.00 | ||||
| 2045 | 1,106.80 | 0.00% | 266.50 | 0.00 | ||||
| 2046 | 1,128.40 | 0.00% | 269.70 | 0.00 | ||||
| 2047 | 1,150.40 | 0.00% | 273.20 | 0.00 | ||||
| 2048 | 1,172.90 | 0.00% | 277.00 | 0.00 | ||||
| 2049 | 1,195.80 | 0.00% | 280.90 | 0.00 | ||||
| 2050 | 1,219.10 | 0.00% | 285.10 | 0.00 | ||||
| 2051 | 1,242.80 | 0.00% | 289.40 | 0.00 | ||||
| 2052 | 1,267.20 | 0.00% | 293.90 | 0.00 | ||||
| 2053 | 1,292.40 | 0.00% | 298.40 | 0.00 | ||||
| 2054 | 1,317.90 | 0.00% | 303.00 | 0.00 | ||||
| 2055 | 1,344.00 | 0.00% | 307.70 | 0.00 | ||||
| 2056 | 1,370.50 | 0.00% | 312.40 | 0.00 | ||||
| 2057 | 1,397.80 | 0.00% | 317.20 | 0.00 | ||||
| 2058 | 1,425.80 | 0.00% | 322.10 | 0.00 | ||||
| 2059 | 1,454.60 | 0.00% | 327.10 | 0.00 | ||||
| 2060 | 1,483.90 | 0.00% | 332.40 | 0.00 | ||||
| 2061 | 1,513.80 | 0.00% | 337.80 | 0.00 | ||||
| 2062 | 1,544.50 | 0.00% | 343.50 | 0.00 | ||||
| 2063 | 1,575.70 | 0.00% | 349.40 | 0.00 | ||||
| 2064 | 1,607.60 | 0.00% | 355.70 | 0.00 | ||||
| 2065 | 1,640.20 | 0.00% | 362.20 | 0.00 | ||||
| 2066 | 1,673.40 | 0.00% | 369.10 | 0.00 | ||||
| 2067 | 1,707.10 | 0.00% | 376.30 | 0.00 | ||||
| 2068 | 1,741.60 | 0.00% | 383.80 | 0.00 | ||||
| 2069 | 1,776.40 | 0.00% | 391.70 | 0.00 | ||||
| 2070 | 1,811.90 | 0.00% | 399.90 | 0.00 | ||||
| 2071 | 1,848.10 | 0.00% | 408.30 | 0.00 | ||||
| 2072 | 1,884.60 | 0.00% | 417.10 | 0.00 | ||||
| 2073 | 1,922.00 | 0.00% | 426.10 | 0.00 | ||||
| 2074 | 1,960.10 | 0.00% | 435.40 | 0.00 | ||||
| 2075 | 1,998.90 | 0.00% | 444.80 | 0.00 |
(*) 1998-2021 Averages used to extrapolate data for period 2022-2075.
| High Cost | Difference | |||||||
|---|---|---|---|---|---|---|---|---|
| Alternative | High Cost | High Cost | Total | Total | ||||
| Interest | Interest | Alternative | Investment | Interest | ||||
| income | income | Dividend | Percent | Income | Income | Difference | ||
| (Social Security | (Soc. Sec. v | income | Change | (Old | ||||
| Projections) | Reform Plan) | Method) | ||||||
| 1997 | ||||||||
| 1998 | 49.30 | 0.00 | 49.30 | 49.30 | 0.00 | |||
| 1999 | 52.20 | -5.84 | 5.02 | 51.38 | 52.20 | (0.82) | ||
| 2000 | 55.60 | -5.33 | 9.40 | 187.48% | 59.67 | 55.60 | 4.07 | |
| 2001 | 60.30 | -4.63 | 15.82 | 168.24% | 71.49 | 60.30 | 11.19 | |
| 2002 | 64.80 | -3.34 | 23.49 | 148.50% | 84.95 | 64.80 | 20.15 | |
| 2003 | 67.70 | -3.05 | 31.75 | 135.14% | 96.40 | 67.70 | 28.70 | |
| 2004 | 69.80 | -2.90 | 41.67 | 131.25% | 108.57 | 69.80 | 38.77 | |
| 2005 | 71.40 | -2.90 | 53.57 | 128.56% | 122.07 | 71.40 | 50.67 | |
| 2006 | 72.60 | -3.02 | 67.77 | 126.51% | 137.36 | 72.60 | 64.76 | |
| 2007 | 73.20 | -3.41 | 84.58 | 124.80% | 154.37 | 73.20 | 81.17 | |
| 2008 | 72.80 | -4.11 | 104.43 | 123.47% | 173.12 | 72.80 | 100.32 | |
| 2009 | 71.90 | -5.22 | 127.85 | 122.42% | 194.54 | 71.90 | 122.64 | |
| 2010 | 70.30 | -6.89 | 155.43 | 121.57% | 218.84 | 70.30 | 148.54 | |
| 2011 | 68.20 | -6.58 | 180.97 | 116.43% | 242.59 | 68.20 | 174.39 | |
| 2012 | 65.40 | -6.67 | 210.66 | 116.41% | 269.39 | 65.40 | 203.99 | |
| 2013 | 63.00 | -7.52 | 245.17 | 116.38% | 300.65 | 63.00 | 237.65 | |
| 2014 | 59.90 | -9.14 | 285.27 | 116.36% | 336.03 | 59.90 | 276.13 | |
| 2015 | 55.80 | -11.79 | 331.86 | 116.33% | 375.88 | 55.80 | 320.08 | |
| 2016 | 50.80 | -50.80 | 385.98 | 116.31% | 385.98 | 50.80 | 335.18 | |
| 2017 | 44.70 | -44.70 | 448.83 | 116.28% | 448.83 | 44.70 | 404.13 | |
| 2018 | 37.60 | -37.60 | 521.79 | 116.26% | 521.79 | 37.60 | 484.19 | |
| 2019 | 29.20 | -29.20 | 606.50 | 116.23% | 606.50 | 29.20 | 577.30 | |
| 2020 | 19.60 | -19.60 | 704.80 | 116.21% | 704.80 | 19.60 | 685.20 | |
| 2021 | 8.70 | -8.70 | 811.26 | 115.10% | 811.26 | 8.70 | 802.56 | |
| 2022 | 0.00 | 0.00 | 887.54 | 109.40% | 887.54 | 0.00 | 887.54 | |
| 2023 | 0.00 | 0.00 | 963.86 | 108.60% | 963.86 | 0.00 | 963.86 | |
| 2024 | 0.00 | 0.00 | 965.78 | 100.20% | 965.78 | 0.00 | 965.78 | |
| 2025 | 0.00 | 0.00 | 1,047.75 | 108.49% | 1,047.75 | 0.00 | 1,047.75 | |
| 2026 | 0.00 | 0.00 | 1,136.68 | 108.49% | 1,136.68 | 0.00 | 1,136.68 | |
| 2027 | 1,233.17 | 108.49% | 1,233.17 | 0.00 | 1,233.17 | |||
| 2028 | 1,337.84 | 108.49% | 1,337.84 | 0.00 | 1,337.84 | |||
| 2029 | 1,306.25 | 97.64% | 1,306.25 | 0.00 | 1,306.25 | |||
| 2030 | 1,259.67 | 96.43% | 1,259.67 | 0.00 | 1,259.67 | |||
| 2031 | 1,195.77 | 94.93% | 1,195.77 | 0.00 | 1,195.77 | |||
| 2032 | 1,111.94 | 92.99% | 1,111.94 | 0.00 | 1,111.94 | |||
| 2033 | 1,005.27 | 90.41% | 1,005.27 | 0.00 | 1,005.27 | |||
| 2034 | 872.48 | 86.79% | 872.48 | 0.00 | 872.48 | |||
| 2035 | 709.90 | 81.37% | 709.90 | 0.00 | 709.90 | |||
| 2036 | 770.16 | 108.49% | 770.16 | 0.00 | 770.16 | |||
| 2037 | 696.27 | 90.41% | 696.27 | 0.00 | 696.27 | |||
| 2038 | 755.37 | 108.49% | 755.37 | 0.00 | 755.37 | |||
| 2039 | 819.49 | 108.49% | 819.49 | 0.00 | 819.49 | |||
| 2040 | 711.24 | 86.79% | 711.24 | 0.00 | 711.24 | |||
| 2041 | 771.61 | 108.49% | 771.61 | 0.00 | 771.61 | |||
| 2042 | 837.10 | 108.49% | 837.10 | 0.00 | 837.10 | |||
| 2043 | 908.16 | 108.49% | 908.16 | 0.00 | 908.16 | |||
| 2044 | 985.24 | 108.49% | 985.24 | 0.00 | 985.24 | |||
| 2045 | 1,068.87 | 108.49% | 1,068.87 | 0.00 | 1,068.87 | |||
| 2046 | 1,159.60 | 108.49% | 1,159.60 | 0.00 | 1,159.60 | |||
| 2047 | 1,258.02 | 108.49% | 1,258.02 | 0.00 | 1,258.02 | |||
| 2048 | 1,364.80 | 108.49% | 1,364.80 | 0.00 | 1,364.80 | |||
| 2049 | 1,110.49 | 81.37% | 1,110.49 | 0.00 | 1,110.49 | |||
| 2050 | 1,204.74 | 108.49% | 1,204.74 | 0.00 | 1,204.74 | |||
| 2051 | 1,307.00 | 108.49% | 1,307.00 | 0.00 | 1,307.00 | |||
| 2052 | 1,417.94 | 108.49% | 1,417.94 | 0.00 | 1,417.94 | |||
| 2053 | 1,538.30 | 108.49% | 1,538.30 | 0.00 | 1,538.30 | |||
| 2054 | 1,668.87 | 108.49% | 1,668.87 | 0.00 | 1,668.87 | |||
| 2055 | 1,810.52 | 108.49% | 1,810.52 | 0.00 | 1,810.52 | |||
| 2056 | 1,964.20 | 108.49% | 1,964.20 | 0.00 | 1,964.20 | |||
| 2057 | 2,130.92 | 108.49% | 2,130.92 | 0.00 | 2,130.92 | |||
| 2058 | 2,311.80 | 108.49% | 2,311.80 | 0.00 | 2,311.80 | |||
| 2059 | 2,508.02 | 108.49% | 2,508.02 | 0.00 | 2,508.02 | |||
| 2060 | 1,813.94 | 72.33% | 1,813.94 | |||||
| 2061 | 1,967.90 | 108.49% | 1,967.90 | |||||
| 2062 | 2,134.94 | 108.49% | 2,134.94 | |||||
| 2063 | 2,316.16 | 108.49% | 2,316.16 | |||||
| 2064 | 2,512.75 | 108.49% | 2,512.75 | |||||
| 2065 | 2,726.03 | 108.49% | 2,726.03 | |||||
| 2066 | 2,957.42 | 108.49% | 2,957.42 | |||||
| 2067 | 3,208.45 | 108.49% | 3,208.45 | |||||
| 2068 | 3,480.78 | 108.49% | 3,480.78 | |||||
| 2069 | 1,888.12 | 54.24% | 1,888.12 | |||||
| 2070 | 2,048.38 | 108.49% | 2,048.38 | |||||
| 2071 | 2,222.25 | 108.49% | 2,222.25 | |||||
| 2072 | 2,410.87 | 108.49% | 2,410.87 | |||||
| 2073 | 2,615.51 | 108.49% | 2,615.51 | |||||
| 2074 | 2,837.51 | 108.49% | 2,837.51 | |||||
| 2075 | 3,078.36 | 108.49% | 3,078.36 |
(*) 1998-2021 Averages used to extrapolate data for period 2022-2075.
| High Cost | High Cost | Difference Tot | Annual % | % Differen | |||
|---|---|---|---|---|---|---|---|
| Low Cost | Alternative | Alternative | Income- Moore | Change | Between | ||
| Alternative | Total | Total | Plan vs. Curre | Annual | Low Cost & | ||
| Total | income | income | Methods | Income | High Cost | ||
| income | (Under | (SSA | ($ Billion) | (Under | Alternativ | ||
| Reforms) | Projections) | Reforms) | |||||
| 1997 | |||||||
| 1998 | 486 | 483.20 | 483.20 | 0.00 | 99.42% | ||
| 1999 | 499.8 | 475.78 | 476.60 | (0.82) | 98.46% | 95.19% | |
| 2000 | 513.2 | 488.97 | 484.80 | 4.17 | 102.77% | 95.28% | |
| 2001 | 529.2 | 502.99 | 491.80 | 11.19 | 102.87% | 95.05% | |
| 2002 | 544.7 | 507.05 | 486.90 | 20.15 | 100.81% | 93.09% | |
| 2003 | 561.2 | 525.40 | 496.70 | 28.70 | 103.62% | 93.62% | |
| 2004 | 577.9 | 545.47 | 506.60 | 38.87 | 103.82% | 94.39% | |
| 2005 | 596.7 | 566.37 | 515.70 | 50.67 | 103.83% | 94.92% | |
| 2006 | 615 | 586.66 | 521.90 | 64.76 | 103.58% | 95.39% | |
| 2007 | 636.4 | 609.67 | 528.60 | 81.07 | 103.92% | 95.80% | |
| 2008 | 656.7 | 633.32 | 533.00 | 100.32 | 103.88% | 96.44% | |
| 2009 | 678.5 | 660.14 | 537.50 | 122.64 | 104.23% | 97.29% | |
| 2010 | 700.4 | 689.94 | 541.40 | 148.54 | 104.51% | 98.51% | |
| 2011 | 722.2 | 718.69 | 544.30 | 174.39 | 104.17% | 99.51% | |
| 2012 | 743.9 | 750.09 | 546.10 | 203.99 | 104.37% | 100.83% | |
| 2013 | 765 | 785.65 | 548.00 | 237.65 | 104.74% | 102.70% | |
| 2014 | 786.1 | 824.93 | 548.70 | 276.23 | 105.00% | 104.94% | |
| 2015 | 806.6 | 868.68 | 548.60 | 320.08 | 105.30% | 107.70% | |
| 2016 | 826.6 | 882.38 | 547.20 | 335.18 | 101.58% | 106.75% | |
| 2017 | 846.2 | 948.73 | 544.70 | 404.03 | 107.52% | 112.12% | |
| 2018 | 865.3 | 1,024.69 | 540.50 | 484.19 | 108.01% | 118.42% | |
| 2019 | 883.9 | 1,112.40 | 535.10 | 577.30 | 108.56% | 125.85% | |
| 2020 | 902.1 | 1,213.50 | 528.30 | 685.20 | 109.09% | 134.52% | |
| 2021 | 919.9 | 1,322.66 | 520.10 | 802.56 | 109.00% | 143.78% | |
| 2022 | 937.1 | 887.54 | 887.54 | 67.10% | 94.71% | ||
| 2023 | 953.7 | 963.86 | 963.86 | 108.60% | 101.07% | ||
| 2024 | 970.5 | 965.78 | 965.78 | 100.20% | 99.51% | ||
| 2025 | 986.8 | 1,047.75 | 1,047.75 | 108.49% | 106.18% | ||
| 2026 | 1002.9 | 1,136.68 | 1,136.68 | 108.49% | 113.34% | ||
| 2027 | 1019 | 1,233.17 | 1,233.17 | 108.49% | 121.02% | ||
| 2028 | 1035.7 | 1,337.84 | 108.49% | 129.17% | |||
| 2029 | 1052.4 | 1,306.25 | 97.64% | 124.12% | |||
| 2030 | 1069.3 | 1,259.67 | 96.43% | 117.80% | |||
| 2031 | 1086.5 | 1,195.77 | 94.93% | 110.06% | |||
| 2032 | 1104 | 1,111.94 | 92.99% | 100.72% | |||
| 2033 | 1121.9 | 1,005.27 | 90.41% | 89.60% | |||
| 2034 | 1139.8 | 872.48 | 86.79% | 76.55% | |||
| 2035 | 1158 | 709.90 | 81.37% | 61.30% | |||
| 2036 | 1176.6 | 770.16 | 108.49% | 65.46% | |||
| 2037 | 1196 | 696.27 | 90.41% | 58.22% | |||
| 2038 | 1216.3 | 755.37 | 108.49% | 62.10% | |||
| 2039 | 1237.1 | 819.49 | 108.49% | 66.24% | |||
| 2040 | 1258.2 | 711.24 | 86.79% | 56.53% | |||
| 2041 | 1280 | 771.61 | 108.49% | 60.28% | |||
| 2042 | 1302.4 | 837.10 | 108.49% | 64.27% | |||
| 2043 | 1325.4 | 908.16 | 108.49% | 68.52% | |||
| 2044 | 1349.1 | 985.24 | 108.49% | 73.03% | |||
| 2045 | 1373.3 | 1,068.87 | 108.49% | 77.83% | |||
| 2046 | 1398.1 | 1,159.60 | 108.49% | 82.94% | |||
| 2047 | 1423.6 | 1,258.02 | 108.49% | 88.37% | |||
| 2048 | 1449.9 | 1,364.80 | 108.49% | 94.13% | |||
| 2049 | 1476.8 | 1,110.49 | 81.37% | 75.20% | |||
| 2050 | 1504.2 | 1,204.74 | 108.49% | 80.09% | |||
| 2051 | 1532.2 | 1,307.00 | 108.49% | 85.30% | |||
| 2052 | 1561 | 1,417.94 | 108.49% | 90.84% | |||
| 2053 | 1590.7 | 1,538.30 | 108.49% | 96.71% | |||
| 2054 | 1620.9 | 1,668.87 | 108.49% | 102.96% | |||
| 2055 | 1651.7 | 1,810.52 | 108.49% | 109.62% | |||
| 2056 | 1682.9 | 1,964.20 | 108.49% | 116.72% | |||
| 2057 | 1715 | 2,130.92 | 108.49% | 124.25% | |||
| 2058 | 1747.9 | 2,311.80 | 108.49% | 132.26% | |||
| 2059 | 1781.7 | 2,508.02 | 108.49% | 140.77% | |||
| 2060 | 1816.3 | 1,813.94 | 72.33% | 99.87% | |||
| 2061 | 1851.6 | 1,967.90 | 108.49% | 106.28% | |||
| 2062 | 1888 | 2,134.94 | 108.49% | 113.08% | |||
| 2063 | 1925.1 | 2,316.16 | 108.49% | 120.31% | |||
| 2064 | 1963.3 | 2,512.75 | 108.49% | 127.99% | |||
| 2065 | 2002.4 | 2,726.03 | 108.49% | 136.14% | |||
| 2066 | 2042.4 | 2,957.42 | 108.49% | 144.80% | |||
| 2067 | 2083.4 | 3,208.45 | 108.49% | 154.00% | |||
| 2068 | 2125.4 | 3,480.78 | 108.49% | 163.77% | |||
| 2069 | 2168.1 | 1,888.12 | 54.24% | 87.09% | |||
| 2070 | 2211.7 | 2,048.38 | 108.49% | 92.62% | |||
| 2071 | 2256.4 | 2,222.25 | 108.49% | 98.49% | |||
| 2072 | 2301.8 | 2,410.87 | 108.49% | 104.74% | |||
| 2073 | 2348.2 | 2,615.51 | 108.49% | 111.38% | |||
| 2074 | 2395.5 | 2,837.51 | 108.49% | 118.45% | |||
| 2075 | 2443.7 | 3,078.36 | 108.49% | 125.97% |
(*) 1998-2021 Averages used to extrapolate data for period 2022-2075.
| Rate of | ||||||||
|---|---|---|---|---|---|---|---|---|
| Growth | ||||||||
| Outgo | in the | |||||||
| % Difference | % Difference | Total | Total | High Cost | ||||
| Between Low | Between | Value | Value | Alternative | ||||
| Low Cost | High Cost | Cost & High Co | Low Cost & | Interest | Dividend | Assets | ||
| Alternative | Alternative | Alternatives | High Cost | Earning | Earning | at end | ||
| Outgo | Outgo | Outgo | Alternatives | Investments | Investment | of year | ||
| (1998-2021)* | (1998-2021)* | (1998-2021)* | (Under Reforms | (SSA Figures | ||||
| 1997 | ||||||||
| 1998 | 382.00 | 384.20 | 100.58% | 0.00 | 0.00 | 754.50 | ||
| 1999 | 385.60 | 387.40 | 100.47% | 1.00% | 771.16 | 34.72 | 816.10 | |
| 2000 | 391.90 | 390.20 | 99.57% | 0.99% | 835.89 | 65.17 | 869.00 | |
| 2001 | 398.10 | 398.40 | 100.08% | 1.01% | 899.08 | 109.78 | 913.50 | |
| 2002 | 405.70 | 413.70 | 101.97% | 1.02% | 958.97 | 163.24 | 946.30 | |
| 2003 | 413.50 | 423.50 | 102.42% | 1.00% | 999.12 | 220.90 | 978.60 | |
| 2004 | 421.60 | 433.60 | 102.85% | 1.00% | 1,034.34 | 290.30 | 1,009.30 | |
| 2005 | 430.80 | 444.00 | 103.06% | 1.00% | 1,063.88 | 373.70 | 1,037.50 | |
| 2006 | 439.70 | 454.40 | 103.34% | 1.00% | 1,085.84 | 473.38 | 1,060.30 | |
| 2007 | 449.80 | 466.40 | 103.69% | 1.00% | 1,096.66 | 591.56 | 1,077.10 | |
| 2008 | 461.70 | 477.60 | 103.44% | 1.00% | 1,093.52 | 731.37 | 1,086.20 | |
| 2009 | 475.80 | 490.60 | 103.11% | 1.00% | 1,074.14 | 896.53 | 1,086.30 | |
| 2010 | 490.90 | 504.10 | 102.69% | 1.00% | 1,034.79 | 1,091.29 | 1,076.90 | |
| 2011 | 506.90 | 517.80 | 102.15% | 0.99% | 1,016.62 | 1,272.26 | 1,057.00 | |
| 2012 | 524.60 | 532.70 | 101.54% | 0.99% | 979.08 | 1,482.92 | 1,024.90 | |
| 2013 | 543.90 | 548.30 | 100.81% | 0.99% | 918.95 | 1,728.08 | 980.50 | |
| 2014 | 564.70 | 564.60 | 99.98% | 0.99% | 832.26 | 2,013.36 | 922.30 | |
| 2015 | 586.80 | 581.60 | 99.11% | 0.99% | 714.17 | 2,345.22 | 849.60 | |
| 2016 | 610.40 | 599.20 | 98.17% | 0.99% | 0.00 | 3,014.38 | 761.00 | |
| 2017 | 635.10 | 617.20 | 97.18% | 0.99% | 0.00 | 3,511.55 | 655.60 | |
| 2018 | 659.90 | 636.70 | 96.48% | 0.99% | 0.00 | 4,089.81 | 531.20 | |
| 2019 | 685.30 | 656.40 | 95.78% | 0.99% | 0.00 | 4,764.31 | 387.10 | |
| 2020 | 711.00 | 675.80 | 95.05% | 0.99% | 0.00 | 5,550.81 | 223.00 | |
| 2021 | 736.60 | 694.90 | 94.34% | 0.99% | 0.00 | 6,405.59 | 38.60 | |
| 2022 | 759.70 | 714.54 | 94.06% | 1.00% | 0.00 | 6,502.29 | ||
| 2023 | 783.50 | 733.21 | 93.58% | 0.99% | 0.00 | 7,113.19 | ||
| 2024 | 809.30 | 752.36 | 92.96% | 0.99% | 0.00 | 7,609.48 | ||
| 2025 | 834.80 | 772.01 | 92.48% | 0.99% | 0.00 | 7,952.90 | ||
| 2026 | 859.90 | 792.18 | 92.12% | 1.00% | 0.00 | 8,637.68 | ||
| 2027 | 884.20 | 812.87 | 91.93% | 1.00% | 0.00 | 9,381.43 | ||
| 2028 | 907.20 | 834.11 | 91.94% | 1.00% | 0.00 | 10,189.22 | ||
| 2029 | 929.30 | 855.89 | 92.10% | 1.00% | 0.00 | 10,921.43 | ||
| 2030 | 950.60 | 878.25 | 92.39% | 1.00% | 0.00 | 10,660.07 | ||
| 2031 | 971.40 | 901.19 | 92.77% | 1.00% | 0.00 | 10,272.72 | ||
| 2032 | 992.00 | 924.73 | 93.22% | 1.00% | 0.00 | 9,739.64 | ||
| 2033 | 1,011.50 | 948.89 | 93.81% | 1.01% | 0.00 | 9,038.58 | ||
| 2034 | 1,029.50 | 973.68 | 94.58% | 1.01% | 0.00 | 8,144.59 | ||
| 2035 | 1,046.40 | 999.11 | 95.48% | 1.01% | 0.00 | 7,029.61 | ||
| 2036 | 1,062.80 | 1,025.21 | 96.46% | 1.01% | 0.00 | 5,918.95 | ||
| 2037 | 1,078.70 | 1,051.99 | 97.52% | 1.01% | 0.00 | 6,289.38 | ||
| 2038 | 1,094.30 | 1,079.47 | 98.65% | 1.01% | 0.00 | 5,818.50 | ||
| 2039 | 1,109.40 | 1,107.67 | 99.84% | 1.01% | 0.00 | 6,319.54 | ||
| 2040 | 1,124.40 | 1,136.61 | 101.09% | 1.01% | 0.00 | 6,685.91 | ||
| 2041 | 1,140.00 | 1,166.30 | 102.31% | 1.01% | 0.00 | 5,963.81 | ||
| 2042 | 1,156.40 | 1,196.76 | 103.49% | 1.01% | 0.00 | 6,477.37 | ||
| 2043 | 1,173.60 | 1,228.02 | 104.64% | 1.01% | 0.00 | 7,035.15 | ||
| 2044 | 1,191.50 | 1,260.10 | 105.76% | 1.01% | 0.00 | 7,640.96 | ||
| 2045 | 1,210.00 | 1,293.02 | 106.86% | 1.01% | 0.00 | 8,298.95 | ||
| 2046 | 1,229.10 | 1,326.80 | 107.95% | 1.01% | 0.00 | 9,013.61 | ||
| 2047 | 1,249.20 | 1,361.46 | 108.99% | 1.01% | 0.00 | 9,789.81 | ||
| 2048 | 1,270.20 | 1,397.02 | 109.98% | 1.01% | 0.00 | 10,632.86 | ||
| 2049 | 1,291.80 | 1,433.51 | 110.97% | 1.01% | 0.00 | 11,178.34 | ||
| 2050 | 1,314.40 | 1,470.96 | 111.91% | 1.01% | 0.00 | 9,407.26 | ||
| 2051 | 1,338.30 | 1,509.38 | 112.78% | 1.01% | 0.00 | 10,217.38 | ||
| 2052 | 1,363.70 | 1,548.81 | 113.57% | 1.01% | 0.00 | 11,097.26 | ||
| 2053 | 1,390.00 | 1,589.27 | 114.34% | 1.01% | 0.00 | 12,052.92 | ||
| 2054 | 1,417.20 | 1,630.79 | 115.07% | 1.01% | 0.00 | 13,090.89 | ||
| 2055 | 1,445.00 | 1,673.39 | 115.81% | 1.01% | 0.00 | 14,218.25 | ||
| 2056 | 1,473.20 | 1,717.10 | 116.56% | 1.01% | 0.00 | 15,442.71 | ||
| 2057 | 1,501.90 | 1,761.95 | 117.31% | 1.01% | 0.00 | 16,772.62 | ||
| 2058 | 1,530.80 | 1,807.98 | 118.11% | 1.01% | 0.00 | 18,217.06 | ||
| 2059 | 1,559.80 | 1,855.21 | 118.94% | 1.01% | 0.00 | 19,785.91 | ||
| 2060 | 1,588.90 | 1,903.67 | 119.81% | 1.01% | 0.00 | 20,582.91 | ||
| 2061 | 1,618.20 | 1,953.40 | 120.71% | 1.01% | 0.00 | 15,560.40 | ||
| 2062 | 1,647.80 | 2,004.42 | 121.64% | 1.01% | 0.00 | 16,900.48 | ||
| 2063 | 1,677.80 | 2,056.78 | 122.59% | 1.01% | 0.00 | 18,355.98 | ||
| 2064 | 1,708.30 | 2,110.51 | 123.54% | 1.01% | 0.00 | 19,936.83 | ||
| 2065 | 1,739.20 | 2,165.64 | 124.52% | 1.01% | 0.00 | 21,653.84 | ||
| 2066 | 1,770.90 | 2,222.21 | 125.49% | 1.01% | 0.00 | 23,518.73 | ||
| 2067 | 1,803.30 | 2,280.26 | 126.45% | 1.01% | 0.00 | 25,544.25 | ||
| 2068 | 1,836.40 | 2,339.83 | 127.41% | 1.01% | 0.00 | 27,744.22 | ||
| 2069 | 1,870.50 | 2,400.95 | 128.36% | 1.01% | 0.00 | 28,245.55 | ||
| 2070 | 1,905.60 | 2,463.67 | 129.29% | 1.01% | 0.00 | 16,364.46 | ||
| 2071 | 1,941.70 | 2,528.02 | 130.20% | 1.01% | 0.00 | 17,773.86 | ||
| 2072 | 1,978.90 | 2,594.06 | 131.09% | 1.01% | 0.00 | 19,304.64 | ||
| 2073 | 2,017.40 | 2,661.82 | 131.94% | 1.01% | 0.00 | 20,967.27 | ||
| 2074 | 2,057.10 | 2,731.36 | 132.78% | 1.01% | 0.00 | 22,773.11 | ||
| 2075 | 2,098.00 | 2,802.71 | 133.59% | 1.01% | 0.00 | 24,734.50 |
(*) 1998-2021 Averages used to extrapolate data for period 2022-2075.
| High Cost | ||||||||
|---|---|---|---|---|---|---|---|---|
| Alternative | ||||||||
| Assets | Low Cost | High Cost | High Cost | Difference | Annual % | % Difference | ||
| at end | Alternative | Alternative | Alternative | in Surplus/ | Change in | Between SSA | ||
| of year | Annual | Annual | Annual | (Deficit) betw | Surplus | Low Cost & | ||
| (Assets + | Surplus / | Surplus / | Surplus / | Reform Plan & | Under | Reform Plan | ||
| Surplus | (Deficit) | (Deficit) | (Deficit) | Current System | Moore Plan | High Cost | ||
| Method) | (Under Reforms | (Current Syste | Alternatives | |||||
| 1997 | ||||||||
| 1998 | 754.50 | 104.00 | 99.00 | 99.00 | 0.00 | 95.19% | ||
| 1999 | 842.88 | 114.20 | 88.38 | 89.20 | (0.82) | 89.27% | 77.39% | |
| 2000 | 941.64 | 121.30 | 98.77 | 94.60 | 4.17 | 111.76% | 81.42% | |
| 2001 | 1,046.24 | 131.10 | 104.59 | 93.40 | 11.19 | 105.90% | 79.78% | |
| 2002 | 1,139.59 | 139.00 | 93.35 | 73.20 | 20.15 | 89.25% | 67.16% | |
| 2003 | 1,241.48 | 147.70 | 101.90 | 73.20 | 28.70 | 109.15% | 68.99% | |
| 2004 | 1,353.35 | 156.30 | 111.87 | 73.00 | 38.87 | 109.79% | 71.58% | |
| 2005 | 1,475.73 | 165.90 | 122.37 | 71.70 | 50.67 | 109.38% | 73.76% | |
| 2006 | 1,607.98 | 175.30 | 132.26 | 67.50 | 64.76 | 108.08% | 75.45% | |
| 2007 | 1,751.25 | 186.60 | 143.27 | 62.20 | 81.07 | 108.33% | 76.78% | |
| 2008 | 1,906.97 | 195.00 | 155.72 | 55.40 | 100.32 | 108.69% | 79.86% | |
| 2009 | 2,076.51 | 202.70 | 169.54 | 46.90 | 122.64 | 108.87% | 83.64% | |
| 2010 | 2,262.35 | 209.50 | 185.84 | 37.30 | 148.54 | 109.62% | 88.71% | |
| 2011 | 2,463.23 | 215.30 | 200.89 | 26.50 | 174.39 | 108.10% | 93.31% | |
| 2012 | 2,680.62 | 219.30 | 217.39 | 13.40 | 203.99 | 108.21% | 99.13% | |
| 2013 | 2,917.97 | 221.10 | 237.35 | (0.30) | 237.65 | 109.18% | 107.35% | |
| 2014 | 3,178.29 | 221.40 | 260.33 | (15.90) | 276.23 | 109.68% | 117.58% | |
| 2015 | 3,465.37 | 219.80 | 287.08 | (33.00) | 320.08 | 110.28% | 130.61% | |
| 2016 | 3,748.55 | 216.20 | 283.18 | (52.00) | 335.18 | 98.64% | 130.98% | |
| 2017 | 4,080.08 | 211.10 | 331.53 | (72.50) | 404.03 | 117.07% | 157.05% | |
| 2018 | 4,468.07 | 205.40 | 387.99 | (96.20) | 484.19 | 117.03% | 188.90% | |
| 2019 | 4,924.07 | 198.60 | 456.00 | (121.30) | 577.30 | 117.53% | 229.61% | |
| 2020 | 5,461.77 | 191.10 | 537.70 | (147.50) | 685.20 | 117.92% | 281.37% | |
| 2021 | 6,089.53 | 183.30 | 627.76 | (174.80) | 802.56 | 116.75% | 342.48% | |
| 2022 | 6,262.52 | 177.40 | 173.00 | 0.00 | 173.00 | 27.56% | 97.52% | |
| 2023 | 6,493.18 | 170.20 | 230.66 | 0.00 | 230.66 | 133.33% | 135.52% | |
| 2024 | 6,706.60 | 161.20 | 213.42 | 0.00 | 213.42 | 92.53% | 132.39% | |
| 2025 | 6,982.34 | 152.00 | 275.74 | 0.00 | 275.74 | 129.20% | 181.41% | |
| 2026 | 7,326.84 | 143.00 | 344.51 | 0.00 | 344.51 | 124.94% | 240.91% | |
| 2027 | 7,747.14 | 134.80 | 420.29 | 0.00 | 420.29 | 122.00% | 311.79% | |
| 2028 | 8,250.87 | 128.50 | 503.73 | 0.00 | 503.73 | 119.85% | 392.01% | |
| 2029 | 8,701.23 | 123.10 | 450.36 | 0.00 | 450.36 | 89.40% | 365.85% | |
| 2030 | 9,082.65 | 118.70 | 381.42 | 0.00 | 381.42 | 84.69% | 321.33% | |
| 2031 | 9,377.22 | 115.10 | 294.57 | 0.00 | 294.57 | 77.23% | 255.93% | |
| 2032 | 9,564.43 | 112.00 | 187.21 | 0.00 | 187.21 | 63.55% | 167.15% | |
| 2033 | 9,620.81 | 110.40 | 56.38 | 0.00 | 56.38 | 30.12% | 51.07% | |
| 2034 | 9,519.61 | 110.30 | (101.20) | 0.00 | (101.20) | -179.50% | -91.75% | |
| 2035 | 9,230.40 | 111.60 | (289.21) | 0.00 | (289.21) | 285.78% | -259.15% | |
| 2036 | 8,975.34 | 113.80 | (255.05) | 0.00 | (255.05) | 88.19% | -224.13% | |
| 2037 | 8,619.62 | 117.30 | (355.72) | 0.00 | (355.72) | 139.47% | -303.26% | |
| 2038 | 8,295.52 | 122.00 | (324.10) | 0.00 | (324.10) | 91.11% | -265.66% | |
| 2039 | 8,007.34 | 127.70 | (288.18) | 0.00 | (288.18) | 88.92% | -225.67% | |
| 2040 | 7,581.97 | 133.80 | (425.37) | 0.00 | (425.37) | 147.60% | -317.91% | |
| 2041 | 7,187.29 | 140.00 | (394.69) | 0.00 | (394.69) | 92.79% | -281.92% | |
| 2042 | 6,827.63 | 146.00 | (359.66) | 0.00 | (359.66) | 91.13% | -246.34% | |
| 2043 | 6,507.76 | 151.80 | (319.87) | 0.00 | (319.87) | 88.94% | -210.72% | |
| 2044 | 6,232.90 | 157.60 | (274.86) | 0.00 | (274.86) | 85.93% | -174.40% | |
| 2045 | 6,008.75 | 163.30 | (224.15) | 0.00 | (224.15) | 81.55% | -137.26% | |
| 2046 | 5,841.55 | 169.00 | (167.20) | 0.00 | (167.20) | 74.59% | -98.94% | |
| 2047 | 5,738.11 | 174.40 | (103.43) | 0.00 | (103.43) | 61.86% | -59.31% | |
| 2048 | 5,705.90 | 179.70 | (32.22) | 0.00 | (32.22) | 31.15% | -17.93% | |
| 2049 | 5,382.87 | 185.00 | (323.03) | 0.00 | (323.03) | 1002.69% | -174.61% | |
| 2050 | 5,116.66 | 189.80 | (266.21) | 0.00 | (266.21) | 82.41% | -140.26% | |
| 2051 | 4,914.28 | 193.90 | (202.38) | 0.00 | (202.38) | 76.02% | -104.37% | |
| 2052 | 4,783.41 | 197.30 | (130.87) | 0.00 | (130.87) | 64.67% | -66.33% | |
| 2053 | 4,732.44 | 200.70 | (50.97) | 0.00 | (50.97) | 38.95% | -25.40% | |
| 2054 | 4,770.52 | 203.70 | 38.08 | 0.00 | 38.08 | -74.72% | 18.70% | |
| 2055 | 4,907.66 | 206.70 | 137.14 | 0.00 | 137.14 | 360.10% | 66.35% | |
| 2056 | 5,154.76 | 209.70 | 247.10 | 0.00 | 247.10 | 180.19% | 117.84% | |
| 2057 | 5,523.73 | 213.10 | 368.97 | 0.00 | 368.97 | 149.32% | 173.14% | |
| 2058 | 6,027.55 | 217.10 | 503.82 | 0.00 | 503.82 | 136.55% | 232.07% | |
| 2059 | 6,680.37 | 221.90 | 652.82 | 129.57% | 294.19% | |||
| 2060 | 6,590.64 | 227.40 | (89.73) | -13.75% | -39.46% | |||
| 2061 | 6,605.15 | 233.40 | 14.51 | 16.17% | 6.22% | |||
| 2062 | 6,735.66 | 240.20 | 130.52 | 899.63% | 54.34% | |||
| 2063 | 6,995.03 | 247.30 | 259.37 | 198.73% | 104.88% | |||
| 2064 | 7,397.28 | 255.00 | 402.24 | 155.08% | 157.74% | |||
| 2065 | 7,957.67 | 263.20 | 560.39 | 139.32% | 212.91% | |||
| 2066 | 8,692.87 | 271.50 | 735.21 | 131.20% | 270.79% | |||
| 2067 | 9,621.06 | 280.10 | 928.19 | 126.25% | 331.38% | |||
| 2068 | 10,762.01 | 289.00 | 1,140.95 | 122.92% | 394.79% | |||
| 2069 | 10,249.18 | 297.60 | (512.83) | -44.95% | -172.32% | |||
| 2070 | 9,833.89 | 306.10 | (415.29) | 80.98% | -135.67% | |||
| 2071 | 9,528.12 | 314.70 | (305.78) | 73.63% | -97.16% | |||
| 2072 | 9,344.93 | 322.90 | (183.19) | 59.91% | -56.73% | |||
| 2073 | 9,298.61 | 330.80 | (46.32) | 25.28% | -14.00% | |||
| 2074 | 9,404.77 | 338.40 | 106.16 | -229.20% | 31.37% | |||
| 2075 | 9,680.42 | 345.70 | 275.66 | 259.67% | 79.74% |
(*) 1998-2021 Averages used to extrapolate data for period 2022-2075.