Plan features 🧰

Roth: ✅

Megabackdoor Roth: ✅ (what's this?)

Self-directed Brokerage Link: ✅ (what's this?)

Custodian: Fidelity

Match: 2% of base salary

Vesting schedule: 3 year hard cliff

Plan rating 🏆

2.5

Amazon's plan is globally adequate but is lagging behind industry peers. The match, advertised as "50% on 4% of base salary" (why not just say 2%?) is quite poor. To make matters worse, the match has a hard vesting cliff of 3 years – an employee leaving before that will surrender all previous years' match. The plan's lineup of funds is broad and contains many low-cost, institutional class index funds. However, more adventurous investors will be disappointed by the lack of self_directed brokerage option.