Proposed Provision: G2. Invest 40 percent of the OASDI Trust Fund reserves in equities (phased in 2019-2033), assuming an ultimate 5.2 percent annual real rate of return on equities.

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

  Income Rates Cost Rates
Year Current Law Provision Current Law Provision
201812.612.613.813.8
201912.912.914.014.0
202012.912.914.114.1
202112.912.914.314.3
202212.912.914.414.4
202313.013.014.614.6
202413.013.014.814.8
202513.013.015.015.0
202613.113.115.215.2
202713.213.215.415.4
202813.213.215.615.6
202913.213.215.815.8
203013.213.216.016.0
203113.213.216.216.2
203213.213.216.316.3
203313.213.216.516.5
203413.213.216.616.6
203513.313.316.716.7
203613.313.316.716.7
203713.313.316.816.8
203813.313.316.816.8
203913.313.316.816.8
204013.313.316.816.8
204113.313.316.816.8
204213.313.316.816.8
204313.313.316.716.7
204413.313.316.716.7
204513.313.316.716.7
204613.313.316.616.6
204713.313.316.616.6
204813.313.316.616.6
204913.313.316.616.6
205013.313.316.516.5
205113.313.316.516.5
205213.313.316.516.5
205313.313.316.516.5
205413.313.316.616.6
205513.313.316.616.6
205613.313.316.616.6
205713.313.316.716.7
205813.313.316.716.7
205913.313.316.816.8
206013.313.316.816.8
206113.313.316.916.9
206213.313.316.916.9
206313.313.317.017.0
206413.313.317.017.0
206513.313.317.117.1
206613.313.317.117.1
206713.313.317.217.2
206813.313.317.217.2
206913.313.317.317.3
207013.313.317.417.4
207113.313.317.417.4
207213.313.317.517.5
207313.313.317.517.5
207413.313.317.617.6
207513.413.417.617.6
207613.413.417.617.6
207713.413.417.617.6
207813.413.417.617.6
207913.413.417.617.6
208013.413.417.617.6
208113.413.417.617.6
208213.413.417.617.6
208313.413.417.617.6
208413.413.417.517.5
208513.413.417.517.5
208613.413.417.517.5
208713.413.417.517.5
208813.413.417.517.5
208913.413.417.617.6
209013.413.417.617.6
209113.413.417.617.6
209213.413.417.717.7
209313.413.417.717.7
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