Proposed Provision: Invest up to 25 percent of the OASDI Trust Fund in equities (phased in 2017-2026), assuming an ultimate 6.4 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 Present Law Provision Present Law Provision
201412.712.714.014.0
201512.912.914.014.0
201612.912.914.014.0
201712.912.914.014.0
201812.912.914.014.0
201912.912.914.114.1
202013.013.014.314.3
202113.013.014.514.5
202213.013.014.714.7
202313.013.015.015.0
202413.113.115.315.3
202513.113.115.515.5
202613.113.115.815.8
202713.113.116.016.0
202813.113.116.216.2
202913.113.116.416.4
203013.113.116.616.6
203113.213.216.716.7
203213.213.216.916.9
203313.213.217.017.0
203413.213.217.017.0
203513.213.217.117.1
203613.213.217.117.1
203713.213.217.117.1
203813.213.217.117.1
203913.213.217.117.1
204013.213.217.117.1
204113.213.217.017.0
204213.213.217.017.0
204313.213.217.017.0
204413.213.217.017.0
204513.213.216.916.9
204613.213.216.916.9
204713.213.216.916.9
204813.213.216.916.9
204913.213.216.916.9
205013.213.216.916.9
205113.213.216.916.9
205213.213.216.916.9
205313.213.216.916.9
205413.213.217.017.0
205513.213.217.017.0
205613.213.217.117.1
205713.213.217.117.1
205813.213.217.217.2
205913.213.217.217.2
206013.213.217.317.3
206113.213.217.317.3
206213.213.217.417.4
206313.213.217.417.4
206413.213.217.417.4
206513.213.217.517.5
206613.213.217.517.5
206713.313.317.617.6
206813.313.317.617.6
206913.313.317.717.7
207013.313.317.717.7
207113.313.317.817.8
207213.313.317.817.8
207313.313.317.817.8
207413.313.317.917.9
207513.313.317.917.9
207613.313.317.917.9
207713.313.317.917.9
207813.313.317.917.9
207913.313.317.917.9
208013.313.317.917.9
208113.313.317.917.9
208213.313.317.917.9
208313.313.318.018.0
208413.313.318.018.0
208513.313.318.018.0
208613.313.318.118.1
208713.313.318.118.1
208813.313.318.218.2
208913.313.318.218.2
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