Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2009-2023), assuming an ultimate 2.9 percent 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
200812.812.811.211.2
200912.812.811.311.3
201012.812.811.411.4
201112.812.811.511.5
201212.912.911.811.8
201312.912.912.012.0
201412.912.912.312.3
201512.912.912.612.6
201613.013.012.912.9
201713.013.013.213.2
201813.013.013.513.5
201913.013.013.813.8
202013.013.014.114.1
202113.113.114.414.4
202213.113.114.714.7
202313.113.114.914.9
202413.113.115.215.2
202513.113.115.415.4
202613.113.115.715.7
202713.213.215.915.9
202813.213.216.116.1
202913.213.216.216.2
203013.213.216.416.4
203113.213.216.516.5
203213.213.216.716.7
203313.213.216.716.7
203413.213.216.816.8
203513.213.216.816.8
203613.213.216.916.9
203713.213.216.916.9
203813.213.216.916.9
203913.213.216.816.8
204013.213.216.816.8
204113.213.216.816.8
204213.213.216.716.7
204313.213.216.716.7
204413.213.216.716.7
204513.213.216.616.6
204613.213.216.616.6
204713.213.216.616.6
204813.213.216.516.5
204913.213.216.516.5
205013.213.216.516.5
205113.213.216.516.5
205213.213.216.516.5
205313.213.216.516.5
205413.213.216.516.5
205513.213.216.616.6
205613.213.216.616.6
205713.213.216.616.6
205813.213.216.616.6
205913.213.216.716.7
206013.213.216.716.7
206113.213.216.716.7
206213.213.216.716.7
206313.313.316.816.8
206413.313.316.816.8
206513.313.316.816.8
206613.313.316.916.9
206713.313.316.916.9
206813.313.316.916.9
206913.313.316.916.9
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
207713.313.317.317.3
207813.313.317.317.3
207913.313.317.417.4
208013.313.317.417.4
208113.313.317.517.5
208213.313.317.517.5
208313.313.317.517.5
208413.313.317.617.6
208513.313.317.617.6
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