Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2012-2026), assuming an ultimate 5.4 percent real rate of return on equities.

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

  Income Rates Cost Rates
Year Present Law Provision Present Law Provision
201112.512.513.313.3
201212.912.913.213.2
201312.912.913.213.2
201412.912.913.213.2
201512.912.913.213.2
201613.013.013.313.3
201713.013.013.513.5
201813.013.013.613.6
201913.013.013.913.9
202013.113.114.214.2
202113.113.114.514.5
202213.113.114.814.8
202313.113.115.115.1
202413.113.115.415.4
202513.113.115.715.7
202613.213.215.915.9
202713.213.216.116.1
202813.213.216.316.3
202913.213.216.516.5
203013.213.216.716.7
203113.213.216.816.8
203213.213.216.916.9
203313.213.216.916.9
203413.213.217.017.0
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
204313.213.216.816.8
204413.213.216.816.8
204513.213.216.816.8
204613.213.216.816.8
204713.213.216.716.7
204813.213.216.716.7
204913.213.216.716.7
205013.213.216.716.7
205113.213.216.716.7
205213.213.216.716.7
205313.213.216.716.7
205413.213.216.716.7
205513.313.316.716.7
205613.313.316.716.7
205713.313.316.816.8
205813.313.316.816.8
205913.313.316.816.8
206013.313.316.816.8
206113.313.316.816.8
206213.313.316.816.8
206313.313.316.816.8
206413.313.316.816.8
206513.313.316.916.9
206613.313.316.916.9
206713.313.316.916.9
206813.313.316.916.9
206913.313.317.017.0
207013.313.317.017.0
207113.313.317.017.0
207213.313.317.117.1
207313.313.317.117.1
207413.313.317.117.1
207513.313.317.217.2
207613.313.317.217.2
207713.313.317.217.2
207813.313.317.317.3
207913.313.317.317.3
208013.313.317.417.4
208113.313.317.417.4
208213.313.317.417.4
208313.313.317.517.5
208413.313.317.517.5
208513.313.317.617.6
208613.313.317.617.6
back