Proposed Provision: Invest 15 percent of the Trust Funds in equities (phased in 2011-2020), assuming an ultimate 2.9 percent annual real rate of return on equities, the same as the assumed ultimate yield on the special-issue Social Security trust fund bonds.

OASDI Cost Rates and Income Rates
(as a percentage of taxable payroll)

  Income Rates Cost Rates
Year Present Law Provision Present Law Provision
201012.312.313.113.1
201112.912.913.013.0
201212.912.912.812.8
201312.912.912.812.8
201412.912.912.912.9
201512.912.913.013.0
201613.013.013.113.1
201713.013.013.313.3
201813.013.013.513.5
201913.013.013.813.8
202013.013.014.114.1
202113.113.114.514.5
202213.113.114.714.7
202313.113.115.015.0
202413.113.115.315.3
202513.113.115.515.5
202613.113.115.815.8
202713.213.216.016.0
202813.213.216.116.1
202913.213.216.316.3
203013.213.216.416.4
203113.213.216.516.5
203213.213.216.616.6
203313.213.216.716.7
203413.213.216.716.7
203513.213.216.716.7
203613.213.216.716.7
203713.213.216.716.7
203813.213.216.716.7
203913.213.216.716.7
204013.213.216.616.6
204113.213.216.616.6
204213.213.216.616.6
204313.213.216.516.5
204413.213.216.516.5
204513.213.216.416.4
204613.213.216.416.4
204713.213.216.416.4
204813.213.216.416.4
204913.213.216.416.4
205013.213.216.316.3
205113.213.216.316.3
205213.213.216.316.3
205313.213.216.316.3
205413.213.216.316.3
205513.213.216.416.4
205613.213.216.416.4
205713.213.216.416.4
205813.213.216.416.4
205913.213.216.516.5
206013.213.216.516.5
206113.213.216.516.5
206213.213.216.516.5
206313.213.216.616.6
206413.313.316.616.6
206513.313.316.616.6
206613.313.316.716.7
206713.313.316.716.7
206813.313.316.716.7
206913.313.316.816.8
207013.313.316.816.8
207113.313.316.816.8
207213.313.316.916.9
207313.313.316.916.9
207413.313.317.017.0
207513.313.317.017.0
207613.313.317.117.1
207713.313.317.117.1
207813.313.317.217.2
207913.313.317.217.2
208013.313.317.317.3
208113.313.317.317.3
208213.313.317.317.3
208313.313.317.417.4
208413.313.317.417.4
208513.313.317.517.5
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