Proposed Provision: Invest 15 percent of the Trust Funds in equities (phased in 2014-2023), assuming an ultimate 2.9 percent annual real rate of return on equities. Thus, the ultimate rate of return on equities is the same as that assumed for 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
201312.712.713.913.9
201412.812.814.014.0
201512.912.914.014.0
201612.912.913.913.9
201712.912.913.913.9
201812.912.913.913.9
201912.912.914.114.1
202013.013.014.314.3
202113.013.014.414.4
202213.013.014.714.7
202313.013.015.015.0
202413.113.115.215.2
202513.113.115.515.5
202613.113.115.715.7
202713.113.115.915.9
202813.113.116.116.1
202913.113.116.316.3
203013.113.116.516.5
203113.113.116.616.6
203213.113.116.816.8
203313.213.216.916.9
203413.213.216.916.9
203513.213.217.017.0
203613.213.217.017.0
203713.213.217.017.0
203813.213.217.017.0
203913.213.217.017.0
204013.213.217.017.0
204113.213.216.916.9
204213.213.216.916.9
204313.213.216.916.9
204413.213.216.816.8
204513.213.216.816.8
204613.213.216.816.8
204713.213.216.816.8
204813.213.216.816.8
204913.213.216.816.8
205013.213.216.816.8
205113.213.216.816.8
205213.213.216.816.8
205313.213.216.816.8
205413.213.216.916.9
205513.213.216.916.9
205613.213.217.017.0
205713.213.217.017.0
205813.213.217.017.0
205913.213.217.117.1
206013.213.217.117.1
206113.213.217.217.2
206213.213.217.217.2
206313.213.217.317.3
206413.213.217.317.3
206513.213.217.417.4
206613.213.217.417.4
206713.213.217.417.4
206813.213.217.517.5
206913.213.217.517.5
207013.213.217.617.6
207113.213.217.617.6
207213.213.217.717.7
207313.213.217.717.7
207413.213.217.717.7
207513.213.217.717.7
207613.213.217.717.7
207713.213.217.717.7
207813.213.217.717.7
207913.213.217.717.7
208013.213.217.817.8
208113.213.217.817.8
208213.213.217.817.8
208313.213.217.817.8
208413.213.217.917.9
208513.213.217.917.9
208613.213.218.018.0
208713.213.218.018.0
208813.213.218.118.1
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