Proposed Provision: Invest 15 percent of the Trust Funds in equities (phased in 2011-2020), assuming an ultimate 2.9 percent annual real rate of return on equities, the same as the assumed ultimate yield on the special-issue Social Security trust fund bonds.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| 2010 | 355 | 355 |
| 2011 | 353 | 353 |
| 2012 | 350 | 350 |
| 2013 | 346 | 346 |
| 2014 | 341 | 341 |
| 2015 | 335 | 335 |
| 2016 | 330 | 330 |
| 2017 | 324 | 324 |
| 2018 | 317 | 317 |
| 2019 | 309 | 309 |
| 2020 | 299 | 299 |
| 2021 | 289 | 289 |
| 2022 | 277 | 277 |
| 2023 | 264 | 264 |
| 2024 | 251 | 251 |
| 2025 | 237 | 237 |
| 2026 | 221 | 221 |
| 2027 | 205 | 205 |
| 2028 | 189 | 189 |
| 2029 | 171 | 171 |
| 2030 | 154 | 154 |
| 2031 | 136 | 136 |
| 2032 | 117 | 117 |
| 2033 | 98 | 98 |
| 2034 | 79 | 79 |
| 2035 | 59 | 59 |
| 2036 | 39 | 39 |
| 2037 | 19 | 19 |
| 2038 | -1 | -1 |
| 2039 | -21 | -21 |
| 2040 | -42 | -42 |
| 2041 | -63 | -63 |
| 2042 | -84 | -84 |
| 2043 | -105 | -105 |
| 2044 | -126 | -126 |
| 2045 | -147 | -147 |
| 2046 | -168 | -168 |
| 2047 | -189 | -189 |
| 2048 | -211 | -211 |
| 2049 | -233 | -233 |
| 2050 | -255 | -255 |
| 2051 | -277 | -277 |
| 2052 | -299 | -299 |
| 2053 | -321 | -321 |
| 2054 | -344 | -344 |
| 2055 | -366 | -366 |
| 2056 | -389 | -389 |
| 2057 | -412 | -412 |
| 2058 | -436 | -436 |
| 2059 | -460 | -460 |
| 2060 | -485 | -485 |
| 2061 | -509 | -509 |
| 2062 | -534 | -534 |
| 2063 | -560 | -560 |
| 2064 | -586 | -586 |
| 2065 | -612 | -612 |
| 2066 | -638 | -638 |
| 2067 | -665 | -665 |
| 2068 | -692 | -692 |
| 2069 | -720 | -720 |
| 2070 | -748 | -748 |
| 2071 | -776 | -776 |
| 2072 | -805 | -805 |
| 2073 | -834 | -834 |
| 2074 | -864 | -864 |
| 2075 | -894 | -894 |
| 2076 | -925 | -925 |
| 2077 | -957 | -957 |
| 2078 | -989 | -989 |
| 2079 | -1021 | -1021 |
| 2080 | -1054 | -1054 |
| 2081 | -1087 | -1087 |
| 2082 | -1121 | -1121 |
| 2083 | -1156 | -1156 |
| 2084 | -1191 | -1191 |
| 2085 | -1227 | -1227 |
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